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Managing Members

Learn how to invite new team members, manage pending invitations, change roles, and remove people from your Glossa organization.

Written by Ali
Updated over a month ago

Overview

Team management in Glossa happens at the organization level through the Members tab. Anyone in your organization can invite new members, and Owners can manage roles and remove people.

All members have access to all projects in the organization—there are no per-project permissions. This makes member management straightforward: invite people you trust with full access to your organization's work.

Accessing Member Management

To manage team members:

  1. Click Members in the main navigation

  2. You'll see a table of all organization members and pending invitations

Members Table

The Members table shows:

  • Name - Member's full name (once they've accepted)

  • Email - Email address where invite was sent

  • Status - Active (accepted invite) or Pending (not yet accepted)

  • Role - Owner or Member

  • Added - Date the invitation was sent or member joined

  • Actions menu (⋮) - Options to update, resend, revoke, or remove

Inviting New Members

Step 1: Navigate to Members

  1. Click Members in the main navigation

  2. Click Add New Member button

Step 2: Enter Member Information

In the invitation form:

  1. Email address - Enter the person's work email

  2. Role - Select Member or Owner

Role selection:

  • Member - For most team members (project work only, no billing/integrations)

  • Owner - For people who need billing or integration access

See the User Roles article for detailed role comparison.

Step 3: Send Invitation

  1. Click Invite and Add Seat

  2. An invitation email is sent immediately

  3. A new seat is added to your billing

  4. The invitation appears in the Members table with Pending status

What the Invitee Receives

The invitation email says:

You've been invited to Glossa AI

You've been invited to join [Organization Name] on Glossa AI. Set up your account:

[Open Glossa AI button]

When they click the button:

  1. They're taken to Glossa's signup/login page

  2. They create an account or sign in with existing account

  3. They're automatically added to your organization

  4. They can immediately access all projects

Managing Pending Invitations

Viewing Pending Invites

Pending invitations appear in the Members table with:

  • Status: Pending

  • Email: The invited person's email

  • Role: The assigned role (Member or Owner)

  • Added: When the invitation was sent

Modifying Invitations

Change the invited member's role before they accept by:

  1. Find the pending invitation in the Members table

  2. Click the three-dot menu (⋮)

  3. Select Update Invitation

  4. Choose the new role and click Update Role

Invitation Expiration

Invitations expire after 1 week (7 days).

After expiration:

  • The invitation link no longer works

  • The pending invitation remains in your Members table

  • You must resend the invitation to allow them to join

  • No automatic cleanup of expired invitations

Best practice: Follow up with people within a few days if they haven't accepted.

Revoking Invitations

To cancel an invitation before someone accepts:

  1. Find the pending invitation in the Members table

  2. Click the three-dot menu (⋮)

  3. Select Revoke Invite

  4. Confirm the revocation

What happens:

  • The invitation is canceled

  • The invitation link no longer works (even if they try to click it)

  • The row is removed from the Members table

  • The seat is removed from your billing

When to revoke:

  • Invited the wrong person by mistake

  • Person no longer needs access

  • Decided not to add them to the team

Managing Active Members

Viewing Member Details

For active members (Status: Active), you can see:

  • Their name and email

  • Their current role (Owner or User)

  • When they were added to the organization

  • All information in the Members table

Changing Member Roles

Upgrading Member to Owner:

Any Owner can upgrade a Member to Owner:

  1. Find the person in the Members table

  2. Click the three-dot menu (⋮)

  3. Select Update Role

  4. Choose Owner

  5. Confirm the change

The person immediately gains Owner permissions (billing access, integration management).

Downgrading Owner to Member:

This cannot be done through the UI. Once someone is an Owner, they cannot be downgraded to User via the interface.

If downgrade is needed:

  1. Support can manually change the role on the backend

  2. This is intentionally difficult to prevent accidental permission loss

See the User Roles article for more details on roles and permissions.

Removing Members

How to Remove Someone

Owners can remove members from the organization:

  1. Find the person in the Members table

  2. Click the three-dot menu (⋮)

  3. Select Remove from Account

  4. Confirm the removal

Important: Members cannot remove themselves—only Owners can remove other members.

What Happens When Someone is Removed

Immediate effects:

  • Person loses access to the organization and all projects

  • Can no longer log in to view any projects or data

  • Removed from billing (seat freed up)

Their work remains:

  • Requirements they created: Not deleted

  • Files they uploaded: Not deleted

  • Projects they created: Not deleted

  • Comments they made: Not deleted

  • All work is preserved and attributed to their name

No notification:

  • The removed person does not receive an email notification

  • They'll find out when they try to access Glossa and can't

  • Consider informing them separately if appropriate

Can be re-invited:

  • The same person can be re-invited later

  • They'll receive a new invitation email

  • If they still have a Glossa account, they can use the same login

  • They regain access to all previous work once re-invited

When to Remove Members

Good reasons to remove:

  • ✅ Team member left the company

  • ✅ Contractor's engagement ended

  • ✅ Person changed roles and no longer needs access

  • ✅ Reducing team size or costs

  • ✅ Security concern (compromised account)

Consider before removing:

  • ❌ Temporary leave or vacation (keep access unless security concern)

  • ❌ Reduced involvement (they might still need occasional access)

  • ❌ Disagreement or conflict (consider communication first)

Removing Yourself

Members cannot remove themselves from an organization.

If you need to leave:

  1. Ask an Owner to remove you

  2. If no Owners are available, contact [email protected]

  3. Owners should regularly review and remove inactive members

Member Limits and Billing

No Maximum Member Limit

There is no maximum number of members per organization.

You can have as many team members as you need.

Pricing is Per Seat

Glossa pricing is based on the number of seats (members):

  • Each member counts as one seat

  • Pending invitations also count as seats

  • Pricing scales with team size

Billing implications:

  • Adding a member = adding a seat = additional cost

  • Removing a member = removing a seat = cost reduction

  • Seats are billed monthly or annually depending on plan

Managing costs:

  • Only invite people who actively need access

  • Remove members promptly when they leave

  • Revoke unused pending invitations

  • Review member list regularly to ensure all seats are needed

See the Billing & Plans article for detailed pricing information.

Who Can Invite Members

Anyone Can Invite

Both Owners and Members can invite new members.

There are no restrictions on who can send invitations.

Why this design:

  • Enables team members to onboard their colleagues

  • Reduces bottlenecks in team growth

  • Empowers everyone to expand the team as needed

Potential concern: This means any team member could invite someone without approval.

Mitigation strategies:

  • Set clear team expectations about inviting others

  • Monitor the Members table for unexpected additions

  • Owners can remove unwanted members

  • Revoke unexpected pending invitations

  • Consider this when deciding who to add to the organization

Best Practices

Invite Promptly

When someone new joins your team:

  • Send Glossa invitation on their first day

  • Include a welcome message explaining how you use Glossa

  • Offer to walk them through the platform

  • Add them to relevant communication channels about projects

Use Descriptive Names

When people accept invitations:

  • Ensure they use their real name (not nicknames or aliases)

  • Use consistent naming format across team (e.g., "First Last")

  • Makes it easier to identify who's who in the Members table

Revoke Unused Invitations

If pending invitations go unaccepted:

  • Follow up after 2-3 days

  • Resend after a week if still needed

  • Revoke if the person is no longer joining

  • Keep your Members table clean

Assign Roles Thoughtfully

When inviting new members:

  • Default to Member role for most people

  • Only assign Owner to those who specifically need billing/integration access

  • Explain role implications when inviting

  • See User Roles article for guidance

Document Offboarding Process

Create a process for when people leave:

  1. Remove from Glossa within 24 hours of departure

  2. Document any critical knowledge they held

  3. Transfer ownership of key projects or work

  4. Update team about who to contact instead

Communicate Changes

When adding or removing members:

  • Inform the team (if appropriate)

  • Update project documentation

  • Adjust responsibilities as needed

  • Ensure continuity of work

Troubleshooting

Invitation Not Received

If someone didn't receive their invitation email:

Check these first:

  1. Verify email address was entered correctly

  2. Ask them to check spam/junk folder

  3. Confirm their email system isn't blocking automated emails

  4. Wait 5-10 minutes (sometimes delayed)

If still not received:

  1. Try a different email address if available

  2. Contact support if issue persists

Invitation Link Not Working

If someone clicks the invitation but gets an error:

Possible causes:

  • Invitation expired (> 7 days old)

  • Invitation was revoked

  • Already accepted (they're already a member)

  • Browser or network issue

Solutions:

  1. Check Members table to see if invitation is still pending

  2. Resend invitation if expired

  3. Confirm invitation wasn't revoked

  4. Try different browser or incognito mode

  5. Contact support if issue continues

Can't Remove a Member

If the Remove option is not available:

Possible causes:

  • You're a Member (only Owners can remove members)

  • Trying to remove yourself (not allowed)

  • Network or browser issue

Solutions:

  1. Confirm you have Owner role

  2. Ask another Owner to remove the person

  3. Refresh the page and try again

  4. Contact support if you're an Owner and still can't remove

Accidentally Removed Someone

If you removed someone by mistake:

  1. Re-invite them immediately using their same email

  2. They'll receive a new invitation

  3. They can accept and regain access

  4. All their previous work will still be there

  5. Inform them about what happened and that they need to re-accept

Prevention:

  • Always confirm before clicking Remove

  • Double-check you're removing the right person

  • Consider implications before removing

Too Many Pending Invitations

If you have many old pending invitations:

  1. Review each pending invitation

  2. Resend to those who should still join

  3. Revoke invitations that are no longer needed

  4. Communicate with the pending invitees

  5. Clean up regularly to avoid accumulation

Security Best Practices

Remove Departed Members Promptly

When someone leaves your company:

  • Remove them from Glossa within 24 hours

  • Don't wait until their last day (remove immediately upon notice)

  • Ensure they can't access sensitive project data after departure

Monitor Member Activity

Regularly review:

  • Who has access to your organization

  • When members last logged in (if visible)

  • Any unexpected new members

  • Pending invitations from unknown sources

Use Owner Role Sparingly

  • Limit Owner role to 2-5 trusted individuals

  • Review Owner list periodically

  • Ensure Owners understand their responsibilities

  • Don't make everyone an Owner "just in case"

Secure Invitation Process

When inviting members:

  • Verify email addresses carefully

  • Use work email addresses (not personal)

  • Confirm the person is authorized to access

  • Document who invited whom and why

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