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Workspace Members

Members are the people who have access to your SetGet workspace. Every person who needs to view, create, or manage work in the workspace must be added as a member. SetGet supports three workspace-level roles — Admin, Member, and Guest — each with different permissions. This page covers the full lifecycle of managing members.

Viewing the member list

  1. Open Settings from the sidebar.
  2. Click Members in the settings menu.

The member list shows every person in the workspace along with:

ColumnDescription
NameDisplay name and avatar
EmailThe email address associated with the account
RoleCurrent workspace role (Admin, Member, or Guest)
JoinedDate the member accepted the invitation
Last activeMost recent activity timestamp

You can sort the list by any column and use the search bar to filter by name or email.

Inviting members

Single invite

  1. Go to Settings > Members.
  2. Click Invite Members.
  3. Enter the email address of the person you want to invite.
  4. Select a role: Admin, Member, or Guest.
  5. Click Send Invitation.

The invitee receives an email with a link to join the workspace. If they do not already have a SetGet account, the link guides them through account creation first.

Bulk invite

To invite multiple people at once:

  1. Go to Settings > Members.
  2. Click Invite Members.
  3. Enter multiple email addresses separated by commas or new lines.
  4. Select a default role for all invitees. You can change individual roles after they join.
  5. Click Send Invitations.

TIP

Bulk invite is useful during initial workspace setup when onboarding an entire team. You can invite up to 50 people in a single batch.

Pending invitations

Invitations that have been sent but not yet accepted appear in the Pending tab on the Members page.

For each pending invitation, you can see:

FieldDescription
EmailThe invited email address
RoleThe role assigned at invitation time
SentWhen the invitation was sent
StatusPending or expired

Resending an invitation

If an invitee did not receive the email or the link expired, click the Resend button next to the pending invitation. A new email is sent with a fresh link.

Revoking an invitation

To cancel a pending invitation before it is accepted, click the Revoke button. The invitation link becomes invalid immediately.

Changing member roles

Workspace Admins can change the role of any member:

  1. Go to Settings > Members.
  2. Find the member in the list.
  3. Click the role dropdown next to their name.
  4. Select the new role: Admin, Member, or Guest.
  5. The change takes effect immediately.

Role descriptions

RoleScope
AdminFull control over workspace settings, billing, members, and all projects
MemberCan create and manage projects and work items but cannot modify workspace settings or billing
GuestRead-only access to projects they are explicitly invited to; cannot create projects

See Roles and Permissions for the complete permissions matrix.

WARNING

A workspace must have at least one Admin at all times. You cannot demote the last remaining Admin.

Removing members

To remove a member from the workspace:

  1. Go to Settings > Members.
  2. Find the member in the list.
  3. Click the three-dot menu on the right side of their row.
  4. Select Remove from Workspace.
  5. Confirm the removal.

When a member is removed:

  • They lose access to all projects in the workspace immediately.
  • Work items assigned to them remain assigned but can be reassigned by other members.
  • Their past activity (comments, changes, uploads) is preserved for audit purposes.
  • They can be re-invited later if needed.

WARNING

Removing a member does not delete their SetGet account. They can still access other workspaces they belong to.

Member activity

Each member has an activity summary that Admins can view:

  1. Click a member's name in the member list.
  2. The member detail panel shows:
    • Number of work items assigned
    • Number of work items completed
    • Recent activity feed (last 30 days)
    • Projects they belong to

This information helps Admins understand workload distribution and engagement.

Leaving a workspace

Members can leave a workspace voluntarily:

  1. Click the workspace selector in the top-left corner.
  2. Click the three-dot menu next to the workspace name.
  3. Select Leave Workspace.
  4. Confirm.

Admins cannot leave if they are the last Admin. They must promote another member to Admin first.

Member limits

Member limits depend on your plan:

PlanMember limit
FreeUp to 12 members
ProUnlimited
BusinessUnlimited
EnterpriseUnlimited

See Plans and Pricing for full plan details.