Members
Manage organization members and their roles
Members are the people in your organization who use OKR Studio. Each member has a role that determines their permissions and capabilities within the platform.
Key Features
- • Role-based access control
- • Team assignment
- • Account management
- • Activity tracking
Member Capabilities
- • Manage OKRs and Key Results
- • Participate in check-ins
- • Collaborate with team members
- • Access reports and dashboards
OKR Studio has four roles with different levels of access. Each role is designed for specific responsibilities within your organization.
Admin
Full access to all features including organization settings, billing, integrations, and member management. Admins can manage every aspect of the platform.
Product Leader
Full access to OKR features, team management, and member invitations. Can manage cycles, objectives, key results, check-ins, and evaluations.
Team Member
Can participate in OKR check-ins and view OKR cycles, plans, and evaluations. Ideal for team members who contribute to OKRs but don't need management access.
Stakeholder
Read-only access to OKR check-ins, evaluations, and documentation. Ideal for executives or external stakeholders who need visibility without editing capabilities.
Member Properties
- • Name: Member's full name
- • Email: Login email address
- • Role: Permission level
- • Teams: Team assignments
- • Status: Enabled or Locked
- • Last Login: Recent activity
Member Actions
- • Invite new members via email
- • Change member roles
- • Assign or remove from teams
- • Lock or enable accounts
- • Resend invitations
- • Remove members
Member Status
Members can be in one of several states: Active (enabled), Locked (disabled), or Pending (invited but not yet logged in). Admins can lock accounts to temporarily revoke access without removing the member.
New members join by receiving an email invitation. The invitation flow ensures proper onboarding and role assignment.
Invitation Process
- 1. Admin or Product Leader sends invitation
- 2. Member receives email with join link
- 3. Member creates account or signs in
- 4. Member is automatically assigned their role
- 5. Member appears in the organization's member list
License Information
Admin and Product Leader roles require a license. Team Member and Stakeholder roles do not require a license, making them free to add.
✓ Do This
- • Assign the minimum role needed
- • Review member roles regularly
- • Lock unused accounts promptly
- • Keep team assignments current
- • Use Stakeholder for view-only access
✗ Avoid This
- • Giving everyone Admin access
- • Leaving departed members active
- • Having too many Admins
- • Forgetting to assign teams
- • Leaving pending invitations unresolved