---
title: "Organization Settings - Member Management"
description: "Manage Members on this page in Mosaic"
url: https://support.mosaicapp.com/en/articles/162-organization-settings-member-management
collection: "Overviews"
updated: 2026-10-20
language: en
---

# Organization Settings - Member Management

Manage Members on this page in Mosaic

## All Members

### The Member Table

A comprehensive view of the entire team, displaying each **Member's Name, Email,** and **Access Level** at a glance. Easily send invitations, streamline team management, and maintain a clear overview of roles and permissions within a user-friendly platform.

The tab shows the total number of active **Members**, including those who have not yet accepted their invitations, as well as **Internal Contractors, External Project Contractors (External),** and **Project Guests**.

> **Error:** This total does not count archived Members.

![](https://staticfiles.gleap.io/ghelparticle/5Gx6qmySzvy8ghsVAdNXyZUkTgBj2KiVPR427Q4CbVsQq2CRreD3NZIXQMl2aC8i1to5bzP3nWO.png)

To facilitate the management of team members within Mosaic, on the top of the page several features are available:

1.  **Invite to Mosaic**:  
    The blue **Invite to Mosaic** button allows inviting new Members to join the platform. Clicking this button opens a prompt to send invitations via email to selected individuals.
    
2.  **Three-dot Menu**:  
    Located next to the Invite button, the menu contains two options:
    
    -   **Download Members**:  
        Enables exporting the list of Members as a **.CSV** or .**XLSX** file. This allows external analysis or recordkeeping of Member data, including details such as Department, Discipline, Skills, Capacity, and more.
        
    -   **Import Members**:  
        Allows bulk importing of Members into the system using a **.CSV** or .**XLSX** file. This is useful for onboarding large teams efficiently by uploading structured Member data.
        

These features streamline the process of managing team composition by offering quick access to import, export, and invite actions directly from the Member Management section.

![](https://staticfiles.gleap.io/ghelparticle/gw2asO66c3vIJGpSRnJsfhzP3iNTqSzRwOBO9PF2AkSE1ZU2ofk0BYBKdQSMHOWoCpYC59TrUrU.png)

### Sort the Members

Click on a column header to sort the table by **Member Name, Email, Access Level, Default Role,** or **Email Notification** in ascending (ASC) or descending (DESC) order. By default, the table is sorted by **Member Name** in ascending order. This will be saved automatically for future access.

Access levels are sorted hierarchically, starting with Admin, followed by FM (Functional Manager), WP (Work Planner), and TM (Team Member).

-   Within each role, permissions are prioritized in descending order of access:
    
    -   **Edit (All)**
        
    -   **Edit (Project Member)**
        
    -   **Edit (Project Manager)**
        
    -   **View (All)**
        
    -   **View (Project Member)**
        
    -   **View (Project Manager)**
        
        ![](https://staticfiles.gleap.io/ghelparticle/NWwejfyQQlgYfzcYtbbgeIB7otTeQ5PTlbVi8K42gO9AUXxVUtNyUwMfCtZi9lIUTBGBg9IDMZo.png)
        

### Member Row Three-dot Menu

![](https://staticfiles.gleap.io/ghelparticle/lbG5a9lFxHj0KprClZoABWhZU6maqtK1qrL6w2M3USSEfMWPGZxLCky7oOcO4kDIyKwG8ajYDlM.png)

-   **Modify Access Level**: Opens a menu to change the Member’s current Access Level (e.g., Base Member, Work Planner, Budget Manager, Admin).
    
-   **Resend Invite**: Sends a new invitation email to the Member if their status is still marked as _Pending_.
    
-   **Archive Member**: Removes the Member from the active roster, deactivating their access without permanently deleting their data.
    

### Member Access, Role and Email Notification

![](https://staticfiles.gleap.io/ghelparticle/y7AC66vri11hMRbfgpAzHbvllhKDqbyYN2UYbi4U0zR9Mu2TTjqBx2Sw7TXnpJPj1hxoH8SGHMM.png)

-   **Access Level**
    
    -   **Member** access levels cannot be modified directly on this page. Clicking on an access level opens a menu with an option to navigate to the **Permissions** tab in **Organization Settings** in a new browser tab.
        
        [Learn more about Organization Settings > Permissions](https://support.mosaicapp.com/en/articles/120-organization-settings-permissions.md)
        
-   **Set Default Role**
    
    -   Change the default role of a Member by clicking the value in the **Default Role** column. The default role defines the Member's role when first assigned to a Project. The role can be changed on a per-project basis after the member is added to a Project.
        
-   **Email Notification**
    
    -   Toggle the email notification setting for a Member by click the toggle in the **Email Notification** column. This setting determines whether a Member will receive email notifications. Members may also toggle this setting in their personal settings.
        
        [Learn more about personal settings](https://support.mosaicapp.com/en/articles/40-personal-settings.md)
        

[How to invite members?](https://support.mosaicapp.com/en/articles/313-how-to-add-members-to-mosaic.md)

[How to archive/unarchive members?](https://support.mosaicapp.com/en/articles/314-how-to-archiveunarchive-members.md)

[How to delete members?](https://support.mosaicapp.com/en/articles/315-how-to-delete-members.md)

[How to set member default bill rate?](https://support.mosaicapp.com/en/articles/153-member-bill-rates.md)

[How to set member cost rate?](https://support.mosaicapp.com/en/articles/154-member-cost-rates.md)

### Click each topic below to view more details

-   [Department](https://support.mosaicapp.com/en/articles/316-departments.md)
    
-   [Roles](https://support.mosaicapp.com/en/articles/317-member-roles.md)
    
-   [Rates](https://support.mosaicapp.com/en/articles/318-member-rates.md)
    
-   [Time Off/TO](https://support.mosaicapp.com/en/articles/319-personal-time-offpto-policies.md)
    
-   [Capacity](https://support.mosaicapp.com/en/articles/320-member-capacities.md)
    
-   [Skills](https://support.mosaicapp.com/en/articles/321-member-skills.md)
    
-   [Location](https://support.mosaicapp.com/en/articles/324-member-locations.md)
    
-   [Region](https://support.mosaicapp.com/en/articles/322-member-regions.md)
    
-   [Office](https://support.mosaicapp.com/en/articles/323-member-offices.md)
    
-   [Discipline](https://support.mosaicapp.com/en/articles/325-member-disciplines.md)
