Inviting members
When you invite someone to an organization, TrayLinx checks whether they already have a TrayLinx account:- Existing users are added directly to the organization.
- New users receive an email invitation with a link to join.
Organization-level invitation
Open Organization Settings
Navigate to your organization, then click the Settings icon in the header (available to Owners and Admins).
Go to the Members tab
In the settings page, click the Members tab icon in the header or navigate to the Members tab panel.
Choose membership type
Select Organization Member to give the person full access to the organization and all its projects. Select Project-Specific Access if you want to limit access to particular projects.
Select a role
Choose either Member or Admin as the initial role. See Role-Based Access Control for what each role can do.
Project-specific invitation
If you want a member to access only certain projects rather than the entire organization, choose Project-Specific Access in step 5 above, then select one or more projects from the list. The member will have access only to those projects.Accepting invitations
When a new user is invited, they receive an email containing an invitation link. Clicking the link:- Opens the TrayLinx registration page (if they do not have an account) or the login page.
- After signing in or registering, the invitation is automatically accepted and the user is added to the organization with the role that was specified.
- The invitation token is captured from the URL, validated against the API, and then cleared from the browser’s local storage.
422 status and cannot be accepted again. Expired or invalid invitation tokens return a 404 status.
Pending invitations appear in the Invitations section of the Members tab in organization settings. You can resend or cancel any pending invitation from there.
Managing pending invitations
From the Members tab in organization settings, you can see all outstanding invitations. For each invitation you can:- Resend — sends the invitation email again to the same address.
- Cancel — revokes the invitation so the link is no longer valid.
Viewing the member list
The Members tab in organization settings shows a sortable table of all current members with the following columns:| Column | Description |
|---|---|
| Name | The member’s display name |
| The member’s email address | |
| Role | Their current organization role (OWNER, ADMIN, or MEMBER) |
| Joined | The date they joined the organization |
| Actions | Buttons to manage the member |
Managing an existing member
Click any member’s row or the action button to open the Member Management dialog. This dialog shows:- The member’s name, email, and user ID
- Their current organization role
- A project access table listing every project in the organization and their access level for each
- Change the organization role — click Edit Role, select the new role, and save.
- Adjust project access — toggle access on or off per project, or change the project-specific role.
- Convert to project-only member — remove organization-wide access and grant access to specific projects instead.
- Deny access to a specific project — set a member’s project role to
DENIEDto explicitly block access even if they have organization membership. - Restore denied access — click Restore on a denied project to remove the explicit block.
Removing a member
To permanently remove a member from the organization:Open the Member Management dialog
Click the member’s row in the members table to open their management dialog.
Scroll to the Danger Zone
The Danger Zone section appears at the bottom right of the dialog. This section is only visible to Owners and Admins, and is hidden when viewing your own profile.