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The Members page lists everyone in your organization plus any invites that haven’t been accepted yet. What you can do there depends on your role. Open it from Settings, then Members.

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What you’ll see

  • Members — everyone who has accepted, with their role shown as a badge. Your own row is marked “(you).”
  • Pending invites — invitations that have been sent but not yet accepted, with the date they went out.
The invite form and the management actions only appear for owners and admins. A member or viewer sees the lists but no controls.

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Revoke a pending invite

If you invited the wrong address or changed your mind before the person accepts:
1

Find the invite

Under Pending invites, locate the email address.
2

Revoke it

Choose Revoke next to it. The invite is canceled and the link stops working.
Owners and admins can revoke invites.

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Remove a member

To remove someone who has already accepted:
1

Find the member

Under Members, locate the person.
2

Remove them

Choose Remove next to their row. They lose access to the budget.
Only the owner can remove members, and the owner can’t remove themselves. If you don’t see a Remove button, either you aren’t the owner or you’re looking at your own row.

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Change a role

There’s no in-place role switch. To change someone’s role, remove them and then invite them again with the new role. Their access picks back up once they re-accept.

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Resend an invite

To resend, revoke the pending invite and send a fresh one from the invite form. The new email carries a new link.

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Transfer ownership

Ownership can’t be reassigned from the Members page. To hand the organization to someone else, contact support.

Invite a partner

Send an email invite and pick a role.

Roles and permissions

What each role can do.