team

How do I manage my team members?

Where: Open Settings → Team; use the ⋯ menu next to a member (team admins only)

How do I manage my team members?

Quick answer: Team admins manage people in Settings → Team. Click the ⋯ next to a member to choose Change to Admin, Change to Member, or Remove member. Click the × next to a pending invitation to cancel it.

Steps

  1. Go to Settings (or click Team in the settings menu).

  2. Find the person in the list. The header shows how many members you have and how many invitations are pending.

  3. Click the ⋯ next to their name:

    • Change to Admin or Change to Member switches their role.
    • Remove member opens Remove member?. Click Remove to confirm.

    The Team card in Settings with a member's menu open, showing Change to Admin and Remove member

  4. To cancel an invitation that hasn't been accepted, click the × at the end of its Pending row.

What happens when you remove someone

  • They lose access to all team projects right away.
  • They keep their CrossBeam login as an individual account.
  • A team always needs at least one admin. You can't remove the last admin.

Roles

  • Admin — can invite, remove, and change roles.
  • Member — runs reviews and sees the team's projects. Doesn't see the Team section in Settings.

Credits on a team

Each person has their own credit balance and their own Transaction history. The 50% first-review offer is used once per team.

Related

Related

How do I manage my team members? · CrossBeam Permits Help