Before You Begin

You will need to be an organization owner, organization admin, or group admin to add and remove members. A member must first belong to the organization before they can be added to a group. See How can I add and remove members from my organization? If you are a member of multiple organizations, you can change which organization you are acting upon by selecting the organization name from the dropdown in the account panel that opens when you click your account icon in the top-right corner of your screen.

Add Member

1. Log in to OnTask.
2. Click “Manage”. (If you want to choose a different organization, select it from the dropdown to the right of the organization name.)
3. In the left sidebar, select the group to which you want to add a member.
4. Click “Invited Members”.
5. Enter the name or email address of the member you want to add to the group in the To: field.
   • You may add multiple people at the same time.
6. By default, role will be set to “Member”. Select “Group Admin” as the role to add the member(s) with group admin privileges.
7. Click “Add”.

You have added the specified members to your group.

Remove Member

1. Log in to Docubee.
2. Click “Manage”. (If you want to choose a different organization, select it from the dropdown to the right of the organization name.)
3. In the left sidebar, select the group from which you want to delete a member.
4. Select “Group Members”.
5. Click the delete icon (Trashcan).

The member has been removed from your group.