Inviting Team Members

Retrospectives work best when the whole team participates. This guide covers everything you need to know about inviting people to your Unpack organization and teams, managing their roles, and handling membership changes as your team evolves.

Sending invite links

There are several ways to bring people into your Unpack workspace, depending on whether you are inviting them to an organization or a specific team.

Inviting to an organization

Before someone can join a team, they need to be a member of the organization. There are three ways to add people at the organization level.

1. Email invitations. Navigate to Organization Settings → Members and click Invite members. Enter one or more email addresses separated by commas. Each person receives an email with a link to join.
2. Shareable invite link. On the same page, click Copy invite link to generate a URL you can share in Slack, email, or anywhere else. Anyone with the link can join your organization.
3. Domain auto-join. Enable this under Organization Settings → Members → Domain settings. When enabled, anyone who signs in with a matching email domain (e.g., @acme.com) is automatically added to the organization.

Inviting to a team

Once someone is in your organization, they can be added to one or more teams.

1. Navigate to the team you want to add them to and open Team Settings → Members.
2. Click Add members. You will see a searchable list of everyone in your organization who is not already on this team.
3. Select the people you want to add and click Add to team. They will receive a notification and the team will appear in their sidebar immediately.

Alternatively, team owners can share a direct team invite link. This link adds the person to both the organization (if they are not already a member) and the specific team in one step.

Managing team memberships

As your organization grows, you will need to manage who belongs to which teams. Unpack provides tools to keep memberships organized and up to date.

Viewing members

Each team's member list is visible at Team Settings → Members. This page shows:

• Each member's name, email, and avatar.
• Their role within the team (owner, admin, or member).
• When they last participated in a retrospective.
• The date they joined the team.

Moving members between teams

People can belong to multiple teams simultaneously. There is no "move" action — simply add the person to the new team and, if appropriate, remove them from the old one. Their retrospective history in the original team is preserved regardless of whether they remain a member.

Bulk management

For larger organizations, the Organization Settings → Members page provides bulk actions.

• Select multiple members using the checkboxes.
• Use the Actions dropdown to add them to a team, change their role, or remove them.
• Filter the member list by role, team, or last active date to find specific groups of people.

Role permissions

Unpack uses role-based access control at both the organization and team levels. Each level has three roles with progressively broader permissions.

Organization roles

• Owner — full control over the organization. Can manage billing, delete the organization, transfer ownership, and do everything an admin can do. There must always be at least one owner.
• Admin — can manage members (invite, remove, change roles), create and archive teams, configure organization settings, and manage integrations. Cannot access billing or delete the organization.
• Member — can participate in retrospectives, view teams they belong to, and manage their own profile. Cannot access organization settings or invite people to the organization (unless the team allows it).

Team roles

• Owner — full control over the team. Can change team settings, manage members, delete retrospectives, and facilitate any retro. The person who creates a team is automatically the owner.
• Admin — can facilitate retrospectives, manage team members, and adjust team settings. Cannot delete the team.
• Member — can participate in retrospectives, write cards, vote, and discuss. Cannot change team settings or manage other members.

Changing roles

To change someone's role at the organization level:

1. Go to Organization Settings → Members.
2. Find the person and click the role dropdown next to their name.
3. Select the new role. The change takes effect immediately.

To change someone's role at the team level, follow the same process under Team Settings → Members.

Removing members

When someone leaves your team or organization, you can remove their access at the appropriate level.

Removing from a team

1. Go to Team Settings → Members.
2. Find the person you want to remove.
3. Click the three-dot menu next to their name and select Remove from team.
4. Confirm the removal.

Removing someone from a team does not remove them from the organization. They lose access to the team's retrospectives and dashboard but remain an organization member and can still be added to other teams.

Removing from the organization

1. Go to Organization Settings → Members.
2. Find the person and click the three-dot menu.
3. Select Remove from organization.
4. Confirm the removal. This also removes them from all teams in the organization.

What happens to their data?

When a member is removed from a team or organization:

• Their retrospective cards, votes, and comments remain in place. If cards were anonymous, they stay anonymous.
• Action items assigned to them remain in the backlog. A team admin should reassign open items to another member.
• Their check-in responses remain as part of the aggregated data.
• They immediately lose access to the team or organization and cannot view any data.

Pending invitations

You can view and manage outstanding invitations from the Members page at either the organization or team level.

• Pending invitations are listed in a separate tab showing the email address, who sent the invite, and when it was sent.
• You can resend an invitation if the original email was missed or went to spam.
• You can revoke an invitation to prevent the recipient from joining.
• Email invitations expire after 7 days. If they expire, you will need to send a new one.