Managing Members

How members join

How members join depends on your Group's membership access setting:

• Open Groups.

  Anyone with a link can join directly.

• Request to join.

  Users request access; admins approve or decline.

• Invite only.

  Members join through an invitation link or code shared by an existing member or admin.

See Joining a Group for the member-side flow.

Sending invitations

Admins (and members, if your Group allows it) can invite:

1. Open the Members tab.
2. Start a new invitation.
3. Generate an invitation link or code.
4. Share it with your invitees.

Each invitation generates a link the recipient uses to join. Groups can configure whether regular members are allowed to send invitations.

Member roles

Groups have four roles:

• Member.

  The default role. Can vote on Decisions, participate in Discussions, and see Group content.

• Admin.

  Full control: manage settings, members, Decisions, and treasury access.

• Observer.

  Read-only. Can see Group content but can't vote or participate. Useful for auditors, advisors, or non-voting stakeholders.

• Protector.

  An emergency oversight role for fiduciary arrangements — trusts, family offices, and similar structures. By default, the Protector role carries no special authority: assigning it is a label only. Groups that need this role can activate it in Settings → Oversight, where admins choose exactly what Protectors may do: remove an admin, pause the shared account, freeze the Group, or close a vote early. Every action is logged. Most Groups will never use this.

The person who creates the Group becomes its first Admin.

Changing roles

Admins can change member roles:

1. Open the Members tab.
2. Find the member you want to modify.
3. Use the member's action menu.
4. Select the role change you want to apply.
5. Provide a reason (optional) and confirm.

Admin role changes in Groups that have multi-sig enabled require additional admin sign-off before they take effect.

Removing members

Admins can remove members from the Group:

1. Open the Members tab.
2. Find the member you want to remove.
3. Use their action menu and select Remove.
4. Provide a reason (recommended) and confirm.

Removed members lose access immediately, but their voting history is preserved for the Group's record.

Best practices

• Have at least 2–3 Admins for redundancy.
• Review the member list periodically for inactive accounts.
• For larger Groups, consider enabling multi-sig to protect Admin role changes.
• Document role changes with clear reasons for transparency.

Related guides

• Joining a Group — the member-side join flow.
• Glossary — quick definitions for Role, Approver, and the rest.