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Manage workspace members ​

Manage who can access your workspace and what they can do.

This guide covers inviting members, importing them in bulk, changing roles, removing members, and viewing audit history.

For background on the available roles, see Member roles.

Invite members to your workspace ​

You can add members individually or in bulk using CSV import.

Invite user

  1. Navigate to Workspace settings > Members.
  2. Click Add member.
  3. In the modal:
    • Enter the email address of the person you're inviting.
    • Select their role.
    • To invite multiple people at once, click Add another and repeat.
  4. Click Invite.

The invited person receives an email notification with instructions to join your workspace.

If the invitation isn't accepted:

  • The invitation remains pending until accepted or declined.
  • You can manually remove pending invitations using the Remove option (see below).

Import members from CSV Pro ​

Workspace admins can bulk invite members by importing a CSV file. This is useful when onboarding teams or migrating users from another system.

Import members from CSV

To import members:

  1. Navigate to Workspace settings → Members.
  2. Click Import.
  3. Upload your CSV file (drag and drop or click to browse).
  4. Select Import to bulk invite the members.

Imported users are added directly to the workspace.

CSV format requirements

Your CSV must contain these columns in this exact order:

Email, Display Name, First Name, Last Name, Role

Example CSV:

Email,Display Name,First Name,Last Name,Role
alex@company.com,Alex Chen,Alex,Chen,member
sarah@company.com,Sarah Kim,Sarah,Kim,admin
mike@company.com,Mike Rodriguez,Mike,Rodriguez,guest

Valid roles:

  • owner — Workspace Owner
  • admin — Workspace Admin
  • member — Workspace Member
  • guest — Workspace Guest

Backward compatibility

For backward compatibility, numeric role values still work: 5 for Guest, 15 for Member, 20 for Admin. We recommend using slugs.

Important notes

  • Only .csv files are supported.
  • Valid users appear immediately in the Members list after import.
  • Invalid entries are skipped (check your CSV for errors if some users don't appear).

Self-hosted Plane instance

Ensure your SMTP server is properly configured to send invite emails successfully. See Configure SMTP for email for more information.

Change a member's role ​

Update user role

  1. Navigate to Workspace settings > Members.
  2. Find the member whose role you need to change.
  3. Click the role dropdown next to their name.
  4. Select the new role.

The role change takes effect immediately.

View workspace member activity Business ​

Track member actions like invitations, role changes, and removals to maintain visibility over workspace management.

Workspace member activity

To view member activity:

  1. Navigate to Workspace settings → Members.

  2. Click Activity in the top right.

    The activity panel shows recent workspace member events:

    • Member invitations - Who invited which members and when
    • Invitation acceptances - When members accepted and joined the workspace
    • Role changes - Role updates with who made the change and when
    • Member removals - Who removed members from the workspace

    Each activity entry shows:

    • The action taken
    • Who performed the action
    • When it happened (relative time like "about 1 month ago" or "5 days ago")

This audit trail helps workspace admins monitor membership changes and troubleshoot access issues. Activity is retained for workspace history and can be filtered by clicking on specific activity types.

Remove a member from your workspace ​

Remove user

  1. Navigate to Workspace settings > Members.
  2. Find the member you want to remove.
  3. Click Remove next to their name.
  4. Confirm the removal.

The member loses access to the workspace and all its projects immediately.

WARNING

Removing members doesn't change your seat count or billing. You must remove seats separately.

Leave a workspace ​

If you no longer need access to a workspace, you can leave it yourself. Click the … menu next to your own name in Workspace Settings > Members and select Leave.

You'll lose access to the workspace and all its projects immediately. If you need to rejoin later, a Workspace Admin or Owner will need to invite you again.

Last admin protection

If you're the only Owner or Admin in the workspace, you cannot leave. Promote another user to Owner or Admin first.

See also ​