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Overview

The Members section allows you to invite team members, manage their roles, and control who can access your Lancey workspace.
Only Admins can invite members, change roles, and remove team members from the workspace.

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User roles and permissions

Lancey supports two roles with different permission levels:
CapabilityAdminMember
Full access to workspace settings✓✗
Invite and remove team members✓✗
Change roles and permissions✓✗
Access billing and subscription settings✓✗
Create and modify integrations✓✗
View and manage tasks✓✓
Create new tasks✓✓
Approve or dismiss suggestions✓✓

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Inviting team members

1

Navigate to Members

Go to Settings → Members in your dashboard
2

Add new invitation

Click the + button in the Invitations section
3

Enter email addresses

Input the email address of the team member you want to invite
4

Select a role

Choose a role (Admin or Member) for the invitee
5

Send invitation

Click Send. The team member will receive an email with an invite link

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Managing team members

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Viewing team members

Your Members page displays all current team members with:
  • Name and email
  • Role (Admin or Member)
  • Join date
  • Status (Active or Pending)

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Changing a member’s role

  1. Find the team member in the Members list
  2. Click the role dropdown next to their name
  3. Select the new role
  4. Click Update

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Removing a team member

  1. Click the menu icon next to the team member
  2. Select Remove from workspace
  3. Confirm the removal
Removing a team member will revoke their access immediately. Consider exporting any important work first.

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Pending invitations

Members with “Pending” status haven’t accepted their invitation yet:
  • Resend invitation - Click the menu and select “Resend” to send the invite email again
  • Cancel invitation - Click the menu and select “Cancel” to revoke the pending invite
  • Auto-expire - Invitations expire after 30 days

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Best practices

Give team members the minimum permissions they need. Start with Member role and escalate to Admin only when necessary.
Monthly, review your Members list to ensure everyone still needs their access level and remove inactive users.
Have multiple admins for your workspace in case one is unavailable. At least one other admin should be able to manage billing and settings.
Follow up with team members if their invitations are still pending after a few days.

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Troubleshooting

  • Check that the email address is correct
  • Ask them to check spam/junk folders
  • Resend the invitation from the Members page
  • Verify their email domain isn’t blocking Lancey
Verify that:
  • They clicked the invite link in the email
  • They created their account successfully
  • Their status shows “Active” (not “Pending”)
  • They’re using the correct email address
You can change a Member’s role to Admin by:
  1. Going to Settings → Members
  2. Clicking the role dropdown next to their name
  3. Selecting “Admin”
  4. Clicking “Update”
Questions about managing your team? Reach out via the livechat widget on our platform or schedule a call with our team.