Teams & Membership

Organizing Your Governance Workforce

Governance programs involve many people across departments, roles, and even organizations. Teams let you group these people by function, project, or responsibility so you can assign work, track participation, and send targeted invitations.

Navigate to Teams in the sidebar to view, create, and manage your teams.

Creating a Team

Click Create Team to set up a new group. Each team has:

• Name — A short, descriptive label (e.g., "Privacy Committee", "Risk Assessors")
• Description — Optional context about the team's purpose or scope
• Color — A visual identifier shown on team cards and progress indicators

Teams are lightweight containers. You can create as many as your governance program requires.

Adding Members

The Add Members wizard guides you through a four-step process to bring people onto a team. You can add existing organization members, paste email addresses, or upload a file containing contacts.

Step 1: Enter Emails

Three ways to provide contacts:

• Select existing members — Check the box next to any organization member not yet on this team. Use the search bar to filter by name or email.
• Paste emails — Type or paste email addresses directly. Supports multiple formats: plain emails, Name <email>, comma-separated lists, or one per line.
• Upload a file — Drag and drop (or browse for) a .txt or .csv file. The parser extracts valid email addresses even from messy content like email threads, meeting notes, or exported contact lists.

Step 2: Review

After entering contacts, review how each email will be handled:

• Will be added — People already in your organization who will join this team immediately
• Will be staged — New email addresses saved as draft invitations
• Already on team — Contacts that are already members of this team (skipped automatically)

You can deselect any entry you don't want to include before proceeding.

Step 3: Domains

If your organization has a domain allowlist configured, this step checks whether the email domains you're adding are approved. Approved domains pass through automatically. New domains are shown for your review — select which ones to approve, and emails from unapproved domains will be excluded.

This step is skipped entirely if no domain restrictions are configured or all domains are already approved.

Step 4: Confirm

A summary of exactly what will happen when you click Add Members:

• How many members will be added directly
• How many emails will be staged as draft invitations
• How many entries were skipped

Member Status Lifecycle

Every person on a team moves through a defined lifecycle. Understanding these statuses helps you manage your team's onboarding progress.

Active Members

Active members have a confirmed account in your organization and are fully participating on the team. They can access governance content, receive assignments, and contribute based on their role permissions.

Active members appear with a green status indicator.

Staged Members

Staged members are email addresses that have been recorded but not yet invited. Think of them as a draft contact list. Staging lets you build up a team roster before sending any invitations, which is useful when:

• You're still finalizing who should be on a committee
• You need approval before sending official invitations
• You want to batch invitations rather than sending them one at a time

Staged members appear with a gray status indicator. They become invited once you send their invitation.

Pending Invitations

Pending invitations have been sent but not yet accepted. The recipient has received an email with a link to join your organization. Once they accept and create their account, their status moves to active.

You can track invitation progress on the team detail panel:

• Invited — Invitation email sent, waiting for response (amber indicator)
• Opened — The recipient clicked the invitation link but hasn't completed signup (blue indicator)

Deactivated Members

Deactivated members had active accounts that have been suspended. They retain their team association but cannot access any content. Deactivated members appear with a red status indicator.

Progress Tracking

Each team card shows a progress bar reflecting the membership funnel:

• The colored segment represents active members
• The amber segment represents invited members
• The gray segment represents staged members

As members accept invitations and become active, the progress bar fills in, giving you an at-a-glance view of team readiness.

Sending Invitations

Once you've staged members, click Send All Invitations on the team detail panel to invite everyone at once, or send individual invitations by clicking the send icon next to each staged member.

Each invitation can include a personal note — a short message (up to 280 characters) that appears in the invitation email alongside the standard join link. Personal notes increase acceptance rates by giving recipients context about why they're being invited.

Domain Allowlist

Organizations can restrict which email domains are permitted when adding new members. This is configured in Settings and prevents accidental additions from personal email addresses or unauthorized domains.

When adding members with emails from new domains, the wizard prompts you to approve each domain before proceeding. Approved domains are saved to your organization's allowlist for future use.

Related Guides

• User Management & Roles — Role assignments and permissions
• Organization Settings — Domain allowlist and workspace configuration
• Actions & Assignments — Assign governance tasks to team members