Members & invites
What this is
Section titled “What this is”The Members page (/account/members) is the central hub for account membership management. It shows every person who has joined the account, their account roles, and the teams they belong to. It also lists all pending invitations (sent but not yet accepted) and lets account owners and admins send new workspace invitations by email.
Where to find it
Section titled “Where to find it”Left navigation → Account → Members (/account/members)
The Members page is in the collapsible Account group at the bottom of the left navigation sidebar.
Directory
Section titled “Directory”The Directory tab lists every accepted member of the account in a searchable, filterable, paginated table.
What the directory shows
Section titled “What the directory shows”| Column | Description |
|---|---|
| Name | Member display name. |
| Member email address. | |
| Account role | The member’s highest account-level role: Owner, Billing manager, or a dash if no elevated account role. |
| Teams | Badges showing every team the member belongs to and their role within each team (team member / team admin). |
Filters
Section titled “Filters”- Search — type to filter by name or email (debounced).
- Team — filter to members of a specific team. Defaults to “All teams”.
- Pagination — 8 members per page; navigate with Previous / Next controls.
How to use the directory
Section titled “How to use the directory”- Navigate to Account → Members in the left nav. The Directory tab loads by default.
- Use Search to find a member by name or email.
- Use the Team filter to show only members of a specific team — useful for auditing a team’s membership without opening the Teams page.
- Click a team badge in the Teams column to cross-reference that member’s team roles.
- To change a member’s team role or remove them from a team, go to Teams and open the team detail panel.
Pending invites
Section titled “Pending invites”The Pending invites tab lists all invitations that have been sent but not yet accepted (or declined). Invites that have expired are also visible here until removed.
What the pending invites table shows
Section titled “What the pending invites table shows”| Column | Description |
|---|---|
| The email address the invite was sent to. | |
| Workspace | The workspace the invitee will join on acceptance. |
| Role | The workspace role (Viewer or Editor) the invitee receives on acceptance. |
| Invited by | Email of the account member who sent the invite. |
| Expires | The date the invite link expires (typically 7 days after sending). |
| (Actions) | Revoke button — cancels the invite immediately. |
How to use pending invites
Section titled “How to use pending invites”- Click the Pending invites tab on the Members page to switch from the directory view.
- Review the list of outstanding invitations and their expiry dates.
- To cancel an invite before it is accepted — click Revoke on the row. A toast confirms revocation and the row disappears.
- If an invite has expired, revoke it and resend if the invitee still needs access.
Invite flow
Section titled “Invite flow”Account owners and members with invite permission can send workspace invitations to new users by email.
How to invite a member
Section titled “How to invite a member”- On the Members page, click Invite in the page header. If the button is disabled, your account role does not include invite permission — hover over it to see the tooltip.
- In the Invite member dialog:
- Enter the invitee’s Email address.
- Select the Workspace they should join from the dropdown.
- Select the Workspace role — Viewer (read-only) or Editor (read-write).
- Click Send invite. A toast confirms the invite was sent and the invite appears in the Pending invites tab.
Accepting an invitation (invite accept page)
Section titled “Accepting an invitation (invite accept page)”When a user receives an invitation email, the link in the email opens the invite accept page at /invites/:id?accountId=.... The invitee does not need an existing MaxoPerf account to follow the link — they are prompted to sign up or sign in first if needed.
What the accept page shows
Section titled “What the accept page shows”The accept page displays the invitation details in a summary card:
| Field | Description |
|---|---|
| Workspace | The workspace the invitee is being added to. |
| Role | The workspace role they will receive on acceptance (Viewer or Editor). |
| Invited by | The email of the person who sent the invite. |
| Expires | The date the invite link expires. |
Below the summary, two buttons let the invitee act:
- Accept invitation — accepts the invite, adds the user to the workspace with the specified role, and redirects to the workspace detail page.
- Decline — declines the invite and redirects to the Members page.
How to accept an invite
Section titled “How to accept an invite”- Open the invitation email and click the invite link. The accept page loads with the invitation details pre-populated.
- Review the Workspace, Role, and Invited by fields to confirm the invite is correct.
- Check the Expires date — if the invite has expired, contact the account owner for a fresh invite.
- Click Accept invitation to join the workspace. The console redirects to the workspace detail page on success.
- Alternatively, click Decline if you do not want to accept. The invite is not revoked — it remains pending until it expires or the sender revokes it.
Roles reference
Section titled “Roles reference”Account-level roles
Section titled “Account-level roles”| Role | What it allows |
|---|---|
| Owner | Full account control — manage members, billing, workspaces, teams, and settings. |
| Billing manager | Manage billing and plan only; limited access to other account areas. |
| (none) | Regular member — access determined entirely by workspace roles via teams or direct assignment. |
Workspace roles (granted via invite or team)
Section titled “Workspace roles (granted via invite or team)”| Role | What it allows |
|---|---|
| Viewer | Read-only — view tests, runs, results, and secrets names (not values). |
| Editor | Read-write — create/edit tests, manage project secrets, trigger runs. |
| Admin | Full workspace control — manage members, rename workspace, edit all resources. |
Tips & gotchas
Section titled “Tips & gotchas”- Pending invites tab is the source of truth for outstanding invites. If a new user says they did not receive an invite, check here first — the invite may have expired or been revoked.
- Invites sent to existing members. If you invite an email address that already belongs to an account member, they receive an email to join a new workspace (not the account again).
- Directory vs team membership. The Directory shows everyone in the account. To see who is in a specific team, use the Team filter or go to Teams.
- Revoking an invite does not block re-inviting. After revoking, you can immediately send a fresh invite to the same email.
- Role cannot be changed at invite time (Owner/Billing manager). Those roles are set after the member joins by an account owner.
- Decline does not revoke. If a user clicks Decline, the invite stays in the Pending invites list. The sender must revoke it manually, or it expires on its own.
Related docs
Section titled “Related docs”- Accounts, workspaces, and projects — the full account → workspace hierarchy and role model.
- Teams — manage team membership and workspace access grants in bulk.
- Workspaces — workspace detail, secrets, and workspace-scoped active runs.
- Account overview & active runs — see your effective access summary and the cross-workspace run monitor.