Find people, teams, and the org chart
Use the Home workspace header to find members, teams, and the org chart.
Home gives you direct paths to members, teams, and the org chart
Use the directory shortcuts in Home when the next step depends on a person or team: finding the reviewer for a canvas, checking who belongs to a team, confirming a teammate's email, or understanding the org chart before assigning work.
Members, Teams, and Org chart are mainly for finding people and understanding workspace structure. Workspace administration is separate. If you need to invite members, change roles, deactivate access, or remove someone, use the workspace management pages linked from this article.
Availability
| Item | Details |
|---|---|
| Available on | All plans |
| Available for | Web app, desktop app |
| Who can do it | All workspace members |
Actions within these directory views depend on your workspace role and the features available to your organization. Invite, create, edit, remove, or management actions may be hidden unless your role allows them.
Where to find Members, Teams, and Org chart
Open Home, then use the Members, Teams, or Org chart shortcuts in the workspace header. On compact layouts, these shortcuts move below the workspace identity instead of staying in a fixed corner. The member avatars and member count below the workspace name also open Members. The avatar row in the workspace selector is another Members shortcut.
The direct paths are:
| Area | Path | Use it when |
|---|---|---|
| Members | Home → Members | You know the person's name, email, role, or team. |
| Teams | Home → Teams | You know the team name or need to understand who belongs to a group. |
| Org chart | Home → Org chart | You need a visual map of how people are arranged. |
Directory views
| Area | What it shows | Best for |
|---|---|---|
| Members | Workspace members with profile information such as name, email, role, and teams where available. | You need to find a person, confirm an email, or understand their workspace context. |
| Teams | Workspace teams and their members where available. | You need to understand who works together or find the right group. |
| Org chart | A visual people structure for the workspace when enough data is available. | You need orientation beyond a list. |
| Member detail | A person's profile and related context. | You need more context before mentioning, assigning, or contacting someone. |
| Team detail | Team information and member context where available. | You need to see who belongs to a team. |
Common directory workflows
To find a teammate, open Home → Members, search by name or email, then open the member detail if you need role or team context. If the person is not listed, confirm the workspace and clear filters before assuming they were not invited.
To find a team, open Home → Teams and search by team name. Open the team to see members where available. If you need to create, rename, or remove a team, use Manage teams or ask an admin.
To understand structure, open Home → Org chart. Use the org chart when a visual map is more helpful than a list. If the org chart is empty or incomplete, use Members and Teams as the fallback.
To invite someone, use Invite workspace members or the invite action shown to admins. After the person joins, return to Members to confirm they appear in the workspace.
Directory views versus Workspace member management
The Home directory views and workspace member management are related, but they are not the same.
| Need | Use |
|---|---|
| Find a person | Members. |
| Search by name or email | Members. |
| Understand teams | Teams. |
| View org structure | Org chart. |
| Invite a new workspace member | Invite workspace members. |
| Change a role or deactivate access | Manage workspace members. |
| Understand member, guest, and collaborator access | Roles and access. |
This matters because adding or removing access changes what people can see. Discovery can be broad. Administration needs permission checks.
Permissions and visibility
Members shows workspace members. Guests, external collaborators, or people with access to only one canvas may not appear as full workspace members. If someone can open a shared canvas but does not appear in Members, they may have item-level access rather than workspace membership.
Large workspaces may load people data progressively. If a member is missing for a moment, search again, clear filters, and confirm the workspace. Missing profile data does not always mean the person is not a member; it can mean the profile, team, or org chart data is incomplete.
Admin controls depend on role. If invite, edit, remove, or team management actions are hidden, ask a workspace admin to check your permissions in Workspace members.
Support questions and recovery
| Problem | Check this |
|---|---|
| A member is missing | Confirm the workspace, clear search and filters, then ask an admin whether the person joined as a workspace member or only has item-level access. |
| Invite is not visible | Your role may not allow inviting members. Use Invite workspace members or ask a workspace admin. |
| A team action is hidden | Team creation, editing, or deletion may require admin permission. Use Manage teams. |
| Org chart is empty | The workspace may not have enough people data to draw the chart, or org chart access may not be available. Use Members and Teams instead. |
| A person can open one canvas but is not in Members | They may be a guest or external collaborator with item-level access. Check Roles and access. |
| You cannot open a member-related link | Confirm the workspace and your role, then use Can't access work if the issue is tied to an item. |
Related guides
- Use Home
- Find workspace members
- Find workspace teams
- Use the org chart
- Members, guests, and external collaborators
- Invite workspace members
- Manage workspace members
- Manage teams
- When you can't access work