Members & permissions: FAQ
Quick answers about invitations, roles, and tags.
Last updated:
How do I add several members at once?+
Use the CSV import in the invite window (“Choose CSV file”): upload a file with the email addresses, and invitations go out in bulk.
Can I give a member access to only part of the admin area?+
Yes. From Management → Permissions you can selectively delegate capabilities (e.g. finance or resources), and the member's navigation adapts to what they're allowed to do.
What are tags used for?+
They group members and can be used in other features, for example in quorum rules (“% of members with a given tag”) or for eligibility.
Who can see a member's dossier?+
Only the owner and board members. You open it by double-clicking the member's name in the People → Members list.
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