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Owners manage the team from Setup → Team.

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Add a member

1.     Click Add Member. 2.     Type the person’s email. 3.     Choose a workflow role: Auditor or Reviewer. 4.     Click Send. The person gets an email invitation, valid for 7 days.

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Change a member’s role

Open the member from the Team list and select a new role. The change takes effect right away.

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Remove a member

Click Remove next to the member. Their access to your organization is closed immediately. They keep their own personal organization.

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Transfer ownership

Owners can hand over the organization to another member. After transfer, the old owner becomes a regular member.

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Seats

The number of members you can add depends on your plan. Total seats = auditor seats + reviewer seats. If all seats are used, upgrade your plan or remove a member to add a new one.