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Adding/Removing Team Members

Mitchell Bergin avatar
Written by Mitchell Bergin
Updated this week

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Introduction

To effectively collaborate and manage your goals as a team, invite your colleagues to your account. By adding team members, everyone involved can access shared goals, track progress, and contribute to updates in real time, ensuring alignment and transparency across your organisation.



How to Add a Member

In order to add team members to an account, you will need an account owner to complete the following steps.

1️⃣ Click on your account name in the navigation bar on the left, and click directly on the ⚙️ icon to access your "Account Settings".

2️⃣ Once in Settings, navigate to the "Team Management" tab (1), and click on the "Invite Teammates" purple button (2).

💡 There is no limit on the number of Team Members you can invite to join your account. These Team Members will only be invited to the account you are currently on, and not all of your accounts.


How to Remove a Team Member

In order to remove a team member from an account, you will need an account owner to complete the following steps.

1️⃣ Click on your account name in the navigation bar on the left, and click directly on the ⚙️ icon to access your "Account Settings".

2️⃣ Once in Settings, navigate to the "Team Management" tab (1), and click on the trash icon (2) beside the email address of the member you'd like to remove from that account.


Invites Failed Messaging

You can only invite teammates to your account once.

If you invite a teammate and see the error framed below, this means the teammate was already invited. Scroll down the page to view the Invited Members you have already added to your account to verify that.


Article last updated May 2025. If you find this information to be out of date, please contact hello@perpetua.io.

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