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Team & Permissions

Manage Members

View, search, and manage organisation members in the Dashboard

2 min readUpdated 2026-04-02

The Members page in the Dashboard gives you a complete view of everyone in your organisation. From here you can search for specific people, see which roles they hold, and update their role assignments.

Viewing your team

Navigate to Members

In the Dashboard, open the Organisation section in the sidebar and click Members. You will see a table listing every member of your organisation.

Each row shows the member's name, email address, their assigned roles (displayed as badges), and the date they joined.

Screenshot
The Members page showing a table of organisation members with name, email, roles, and joined date columns
The Members page lists everyone in your organisation

Search for a member

Use the search field at the top of the table to find a specific person. You can search by name or email address. Results update as you type.

Screenshot
The search field with a query entered and filtered results below
Search by name or email to quickly find a member

Sort and paginate

Click any column header (Name, Email, or Joined) to sort the table. Click the same header again to reverse the sort direction.

If your organisation has more than one page of members, use the pagination controls at the bottom of the table to navigate between pages. You can also change how many rows appear per page.

Changing a member's roles

Open the actions menu

Find the member whose roles you want to update and click the three-dot actions button on the right side of their row.

Screenshot
The actions dropdown menu on a member row showing the Manage roles option
Click the actions button to see available options

Select Manage roles

Click Manage roles from the dropdown menu. A sheet slides open on the right side of the screen showing the member's name and email, along with a list of all available roles.

Screenshot
The Manage roles sheet showing checkboxes next to each available role
Check or uncheck roles to update the member's access

Assign or remove roles

Check the box next to each role you want to assign. Uncheck any roles you want to remove. Changes are saved automatically as you toggle each checkbox.

Understanding role badges

Each member's row displays badges for every role they currently hold. If a member has no roles assigned, you will see a "No roles" label instead.

  • Filled badges indicate system roles (e.g. Admin, Viewer)
  • Outlined badges indicate custom roles created by your organisation

What to do next

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Next steps

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