Manage team members and invitations

Invite people to your project and manage their access.

Invite a team member

  1. Go to Settings > Members or Team
  2. Click + Invite or + Add Member
  3. Enter:
    • Email address — Person’s work email
    • Role — Admin, Team Admin, Member, or Viewer
  4. Click Invite or Send

An invitation email is sent to the person.

Accept an invitation

The invited person receives an email with a link:

  1. Click the link
  2. Create an account (if new to Forest)
  3. Or log in (if existing user)
  4. Accept the invitation
  5. They’re now part of the project

Resend an invitation

If someone doesn’t receive the email:

  1. Go to Settings > Members
  2. Find the pending invitation
  3. Click Resend or ••• > Resend
  4. The email is sent again

Invitations expire after 30 days.

Cancel an invitation

  1. Go to Settings > Members
  2. Find the pending invitation
  3. Click Cancel or 
  4. The invitation is revoked

Remove a member

  1. Go to Settings > Members
  2. Find the person to remove
  3. Click Remove or 
  4. Confirm

The person loses access to the project.

What happens to their work?

When you remove someone:

  1. Issues assigned to them remain in the project
  2. You can reassign those issues to someone else
  3. They can no longer see the project (unless re-invited)

Change someone’s role

  1. Go to Settings > Members
  2. Click the person’s current role
  3. Select a new role
  4. The change takes effect immediately

See User roles and permissions hierarchy for role descriptions.

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