Skip to main content
Go to Settings → Team to see everyone in the organization and manage their access.
You can only invite an email address that already has a Surnex account. If the person hasn’t signed up, the invite fails with “That address has no Surnex account yet. Ask them to sign up first, then invite them.”
An invitation must be accepted before it grants anything. Until then the person has no access, and the organization doesn’t appear in their switcher — being added to someone’s organization without consent would put a stranger’s data in your sidebar.

​
Add a member

1

Click Invite Member

A panel opens from the right.
2

Enter their email address

Use the address they signed up with. A different address — even an alias that reaches the same inbox — won’t match an account.
3

Choose a role

Pick one of two cards:
  • Member — can view and edit projects
  • Admin — full access, including billing and members
Owner isn’t offered on the invite form. It can be granted later from the role dropdown, but an organization must always keep at least one.
4

Click Send Invite

They appear in the members list straight away as pending — invited but not yet accepted. They gain no access until they accept.
Inviting counts against your plan’s team member limit as soon as the invitation is created, not when it’s accepted. At the limit the invite is refused with USAGE_LIMIT_EXCEEDED. See Plans. Inviting someone already in the organization fails with “That person is already a member.”

​
The members list

Each row shows the member’s avatar (or their initials), name, email, and role. Your own row is tagged (you). Rows carry both an invited and an accepted timestamp, so a pending invitation is distinguishable from an active member.

​
Change someone’s role

Use the role dropdown on their row and pick Member or Admin. The change saves immediately and the member’s access updates on their next request. The dropdown doesn’t appear on your own row — you can’t change your own role. Demoting the last owner is refused, since an organization with no owner can’t be administered.

​
Remove a member

Click the trash icon on their row and confirm. They lose access to the organization immediately, but their Surnex account and any other organizations they belong to are untouched. You can’t remove yourself, and you can’t remove the last owner — an organization with no owner can’t be administered and isn’t recoverable through the product. With two owners, either can be removed.

​
Who can do what

The Admin card in the invite panel describes admins as having “full access including billing” — in practice admins can view the plan and usage but can’t start a checkout or open the billing portal. Only the owner can change what you pay. See Roles and permissions for the full breakdown.