Managing Organization Members
How to invite members, manage roles, handle join requests, and re-add someone you removed.
Managing Organization Members
Inviting members
By email:
- Go to Members (or Settings → Invitations)
- Enter the person's email address
- Choose their role, and optionally the budget they should be assigned to
- They receive an email with a link to join
They do not need a Monkey Mind account first. The invitation link walks them through creating one and joins them to your organization at the end. If they already have an account, the link simply adds them.
Invitations expire after 30 days. You can send a new one at any time.
By join link:
- Go to Settings → Invitations
- Click Create Invite Link
- Optionally set an expiry date and a maximum number of uses
- Choose whether people who follow it wait for your approval (the default) or are admitted automatically with the role you picked — use a use limit or an expiry with an automatic link, since anyone who has it can join
- Share the link with your team
Handling join requests
People arriving through a join link may need approving:
- Go to the Members page
- Pending requests appear at the top
- Approve or Reject each one
Approving a request can also assign them to a budget straight away.
Roles
| Role | What they can do |
|---|---|
| Admin | Everything: members, budgets, billing, settings |
| Budget Manager | Manage budgets and who is assigned to them. Cannot change organization settings or billing |
| Member | Book sessions using the organization's budget, and see their own allowance |
To change someone's role, find them on the Members page and use the role dropdown.
Removing someone
- Go to the Members page
- Choose the remove action next to them
- Confirm
They lose access to organization budgets immediately. Sessions they have already booked go ahead as normal — removing someone does not cancel their bookings.
Re-adding someone you removed
Invite them again exactly as you would a new member. Their previous membership is restored, along with their history. They are not put back on any budget automatically — assign them again from Budgets once they are back.
If your organization is suspended
While an organization is suspended, members cannot be added, removed or changed, and no new sessions can be booked against its budgets. Existing bookings are unaffected. Contact support if you think this is a mistake.