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Monkey Mind

Managing Organization Members

How to invite members, manage roles, and handle join requests.

Managing Organization Members

Inviting Members

There are two ways to add people to your organization:

Email Invitations:

  1. Go to Settings > Invitations (or the Members page)
  2. Enter the person's email address
  3. They'll receive an email invite with a link to join

Public Invite Links:

  1. Go to Settings > Invitations
  2. Click Create Invite Link
  3. Set an expiration date and maximum number of uses (optional)
  4. Share the link with your team

Handling Join Requests

When someone uses a public invite link, their request may need approval:

  1. Go to the Members page
  2. You'll see pending join requests
  3. Click Approve or Reject for each request

Member Roles

RoleWhat They Can Do
OwnerFull access. Manage members, budgets, billing, and settings. Cannot be removed.
AdminSame as Owner except cannot delete the organization.
ManagerView dashboards, manage budgets and member allocations. Cannot change org settings.
MemberBook sessions using organization budget. View their own budget and bookings.

Changing Roles

  1. Go to the Members page
  2. Find the member
  3. Use the role dropdown to change their role

Removing Members

  1. Go to the Members page
  2. Click the remove action next to the member
  3. Confirm the removal

Removed members lose access to organization budgets immediately. Any pending bookings remain active.

Last updated: May 7, 2026