Managing Members
One page for everyone in your organization
All member management lives on the organization Members page. Invite people, assign them to teams, set roles and managers, grant permissions, and review each person's tracked time from their profile — without hopping between team settings pages.
The Members page
Open Members from the sidebar to see your organization's roster. You can search by name or email, filter by team, role, or status, and open any member to edit them. Team settings pages no longer contain a member table — they link to the Members page pre-filtered to that team.
What you see on the roster depends on your own access:
- Organization admins see everyone in the organization, along with seat and pending-invite summary cards.
- Team admins and viewers see everyone on their teams, including people with pending invitations.
- Managers see their direct reports (including invited ones) and themselves.
- Members without any management standing don't see other members here.
Inviting new members
Organization admins can invite someone new with the New Member button on the Members page. Rize automatically updates your subscription as members are added; new seats are charged at a prorated rate. Invited members receive an email and can accept the invitation from the Rize dashboard.
Editing a member
Click a member to open the edit sheet.
General tab
- Name and organization role — Editable by organization admins. You can also mark one of the member's teams as their default team.
- Team assignment cards — One card per team the member belongs to, each with:
- Team role — Admin, Manager, Member, or Viewer (see Roles and Permissions).
- Manager — A searchable select listing the team's admins and managers. Members can't be their own manager.
- Title — A free-form job title for that team.
- Bill rate and cost rate — Shown to organization admins and finance grantees.
- Billable by default — Whether the member's new time entries on that team start as billable.
- Remove from team — Removes the membership (see below).
Team admins can edit the team-level fields for members of their teams even when they aren't organization admins. Changing a member's name, organization role, or finance permission requires an organization admin.
Changing a member's role
Open the member
Go to the Members page and click the member you want to change.
Change their team role
On the General tab, find the assignment card for the relevant team and pick Admin, Manager, Member, or Viewer from the role select.
Change their organization role
On the Permissions tab, switch Organization access between Admin and Member. Only organization admins can do this, and the last remaining admin can't be demoted.
Permissions tab
- Organization access — Admin or Member.
- Finance — Grants org-wide visibility into rates and profitability. Always on for organization admins.
- Resourcing — Granted per team; unlocks capacity planning and editing others' time on that team. Always on for team admins.
Member profiles
Click through to a member's profile to review their work.
- Overview — The member's teams, cards for Total, Approved, and Pending time, a daily chart stacked by label, and a label comparison breakdown.
- Timeline — The member's tracked time entries in a timeline view.
- Settings — Editable by organization admins and team admins on one of the member's teams. Managers can view a report's profile but not change their settings.
Burn and report tables across Rize link to these profiles — use the View Profile action or the row chevron to jump from a report row to the person behind it.
Removing a member from a team
Use the remove action on a team assignment card to take a member off a team. Removal is reversible:
- The member's tracked time, rates, and title on that team are preserved.
- If you add them back to the team later, their previous membership — history included — is restored.
- If the team was the member's default workspace, that default is cleared.
- Anyone who reported to them on that team no longer has a manager assigned.
Deactivating and reactivating members
Deactivating removes a person's access to your organization without deleting anything:
Deactivate
Open the member's edit sheet and choose Deactivate. Their seat is freed, their team memberships are suspended, and all historical data is kept.
Reactivate anytime
Reactivating restores the member's access and team memberships exactly as they were.
For a member who hasn't accepted their invitation yet, the action is Remove instead — it revokes the invitation outright.
Deactivation never deletes time entries, rates, or history. It's the right way to offboard someone whose data you may need for reporting, or who may return later. Rize also prevents deactivating the last organization admin.