> For the complete documentation index, see [llms.txt](https://docs.unitlab.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unitlab.ai/documentation/collaboration/members-and-invitations.md).

# Members and invitations

Membership is the entry point to the Unitlab trust boundary. Invite only known users for an approved purpose and remove access as soon as that purpose ends.

### Before you make the change

* Confirm the sponsor, business purpose, expected projects, role, and review date.
* Use the organization-approved email and identity verification process.
* Separate human identities from service identities.

![Workspace Members page with the Invite Member dialog](https://292810646-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGjVLUz4wthGkGlRKM6rM%2Fuploads%2FEDjhQt2nQzIfnIWpcDYU%2Fmember-invite-modal.png?alt=media\&token=4608b940-5f0e-49a3-bfcc-9b876c2fad1e)

*Go to Workspace Settings › Members and choose Invite to workspace. Enter the approved email, select the minimum Member role, and send the invitation. The Members table then shows Pending until acceptance and provides Resend invitation and member actions.*

### Understand the product behavior

Member management supports search, filtering, invitations, role changes, member actions, analytics, and Active, Pending, Disabled, and Rejected states. Pending invitations can be resent.

### Onboard a member

{% stepper %}
{% step %}

#### 1. Open Members

From the active workspace, open Settings › Members and confirm seat capacity, current status counts, and the intended workspace.
{% endstep %}

{% step %}

#### 2. Open the invitation dialog

Choose Invite to workspace.
{% endstep %}

{% step %}

#### 3. Enter the approved identity

Enter the organization-approved email address; do not use a shared mailbox as a human identity.
{% endstep %}

{% step %}

#### 4. Select the minimum role

Choose the Member role that covers the immediate responsibility. Prefer Annotator or Reviewer when administrative access is not required.
{% endstep %}

{% step %}

#### 5. Send and monitor

Choose Invite, confirm the member appears as Pending, and use Resend invitation only after verifying the address and sponsor.
{% endstep %}

{% step %}

#### 6. Verify account setup

After acceptance, confirm Active status, authentication controls, project assignment, workflow eligibility, and important denied actions.
{% endstep %}

{% step %}

#### 7. Offboard completely

Reassign tasks, reviews, Issues, integrations, and owned credentials before disabling or removing membership.
{% endstep %}
{% endstepper %}

### Decisions that affect production

| Decision           | Production guidance                                                   |
| ------------------ | --------------------------------------------------------------------- |
| Workspace role     | Grants broad platform capability and should remain minimal.           |
| Project assignment | Limits current operational scope inside a project.                    |
| Temporary access   | Use a defined end date and scheduled review.                          |
| Removal            | Reconcile owned work before deprovisioning so tasks are not orphaned. |

### Continue the operating flow

* Confirm role-based access.
* Review custom permissions only when built-in roles are insufficient.
* Schedule a periodic membership review.