Members Page

What this page is for

On the members list page, you can check the situation of the organization's members.

• Who is working on which goal
• What's in each member's ToDos
• What activity they've done recently
• Who reports to whom (org chart)

Screen layout

Open it from "Members" in the left sidebar (the bar at the bottom on mobile). "Members" in the sidebar is an item pinned in "Other features" under "More" (it's pinned from the start). If you unpin it, open it from "Members" in "Other features." Switch the view with "List" and "Org chart" at the top. This section explains the "List" screen (for the org chart, see Org chart).

The "List" screen is split into two areas, left and right. On mobile, switch between them with the "Members" and "Overview" tabs.

Left: the members list

Members belonging to the organization are shown in a list.

• Headcount: The numbers of members, seats, and guests are shown at the top (→ Guests and external members)
• Search bar: Search for members by name
• "Ask AI" button: Decide who to invite and what to hand them while talking with the AI, and carry it through to the invitation (→ Ask AI to handle an invitation)
• "Invite" button: Invite new members to the organization
• Filter by tag: Narrow the list by tags such as department or team. Admins create tags ("Manage tags") and put tags on members
• Member list: Avatars and names line up; click to show details
• Row buttons: DM ("Send a DM to ◯◯"; press it to open your DM with that person in Chat), meeting invitation, and pin. Members you look at often can be pinned to the top (the meeting button isn't shown in mobile browsers)

Right: everyone's movement

The whole team's "goal completions per day" is shown at a glance as the color of calendar-style squares. The brighter the green, the more completed that day. On desktop, it's shown on the right when no member is selected (after selecting a member, go back with "Back to overview").

• Choose a period of 7, 14, or 31 days, and move to the previous or next period
• Switch the order among "Total," "Inactive," and "Name"

Org chart

Switch to "Org chart" at the top to see how managers and their reports connect, as a chart.

• On desktop, it's shown as a chart of member boxes connected by lines from managers to their reports. On mobile, it's shown as an indented list
• People who have no manager and no reports yet are grouped under "People without a manager ◯" at the bottom
• Type a name in the search field ("Find members by name") and pick from the suggestions to show where that person is
• In organizations with many people, switch the display of reports all at once with "Expand all" / "Collapse all"

Choosing managers

In an organization where nobody's manager has been chosen yet, "Choose managers to build your org chart" is shown. There are three ways to choose managers.

• Ask the AI: Press "Ask AI" and hand the instruction to the AI you use with "Open in Claude Code," "Open in Codex," "Open in ChatGPT," or "Copy instruction." The AI reads all members and their current managers, sets managers while asking you about the reporting relationships, and finally shows you an indented org chart
• Drag a box (desktop): Drag a member's box and drop it on the box of the person you want as their manager. Boxes you can drop on show "Drop here"
• Use the "…" menu: From a member's "…," choose "Change manager" and pick a manager from the candidates; it's saved as soon as you pick. In the same menu, "Remove manager" removes the manager, and "Add direct reports" adds people without a manager as reports. On mobile, use this method

Right after a change, you can undo it with "Undo" on the "Manager changed" message that appears.

The following people can change managers. When an item in "…" can't be pressed, a reason such as "Only administrators can do this" is shown.

• Admins: Can change anyone's manager
• Non-admins: Can change the manager of the people under them (their reports and the people below those) to themselves or someone under them. People who have reports can also bring people without a manager under themselves
• Guests: Can't change managers and can't be managers

How to read the member detail page

Click a member and their detail page opens.

Top: the activity calendar and three numbers

Below the avatar and name, that member's "Manager" and "Direct reports: ◯" are shown. If no manager has been chosen, "Not decided yet" is shown. People who can change the manager see "Change," from which they can choose the manager again (→ Org chart). For an external member, the organization they're joining from ("Source organization") is shown too.

Below that, that member's accumulation lines up as three numbers.

• 🔥 Streak: The number of consecutive days achieving to-dos
• 📅 Total days: The cumulative number of days to-dos were achieved
• ✅ Completions: The number of goals completed in the shown period (this year, the last year, etc.)

The activity calendar beside them (below them on mobile) shows daily goal completions by the brightness of the green (the brighter, the more completed that day). The display can be switched by month, last year, and year, and you can also tell streak-freeze days (squares glowing ice-colored) and the day they joined the organization (pink border).

From the buttons below the three numbers (at the top right of the screen on mobile), you can send a DM or invite them to a meeting. You can also pin them from here.

Middle: the diagnosis profile

You can see the results of the diagnoses that member took (goal-style diagnosis, values diagnosis, etc.).

Bottom: that day's to-dos, goals, and activity

On desktop, choosing a date with the date navigation (◀ ▶) shows ToDos added or completed on that date and goals worked on that day (on mobile, open the date from the activity calendar). When today is selected, the member's current ToDos are shown. For members who are in charge of routines, a "Routines" list (template name, location, rhythm, next date) also appears below that. The activity history at the very bottom can be checked separately by narrowing the period.

To-dos, activity, and diagnoses are shown only for the goals you can view. If you aren't part of that person's goals, "◯◯’s activity is not shown" appears, along with "Send a DM" and "Invite to a huddle" (the button that invites them to a meeting).

Inviting members

Use "Invite" to welcome people into the organization. Besides regular members, you can welcome guests and external members, who don't count toward seats (→ Guests and external members). To show just a specific goal to someone outside, or get their comments on it, without adding them to the organization, the goal's owner uses "Work on this goal with someone outside the org" in the goal's "…" menu (→ for details, see the goal-sharing section of the Goal detail page).

Detailed invite-link settings (expiry, permission, invitation goal), resending/canceling invitations, and removing members are collected in Permissions and member management.

Invite with an invite link

1. Click the "Invite" button at the top of the members list page (or in Organization settings › Members)
2. In the "Invite link" tab, press "Create invite link," then copy the link with "Copy" and share it via a chat tool or the like (if you close without copying, the link you created is disabled)
3. The invited person opens the link and completes registration

Admins create invite links and email invitations. When someone who isn't an admin presses "Invite," "Admin permission is required to create invite links" appears, and they can ask for a link from "Request in DM" in the list of the organization's admins.

Ask AI to handle an invitation

Press "Ask AI" at the top of the members list page and choose "Invite members"; "Open in Claude Code," "Open in Codex," "Open in ChatGPT," and "Copy instruction" appear, so hand the instruction to the AI you use (if you've set the "Instruction handoff" in My Settings › AI, only that one appears).

The AI that receives the instruction proceeds in this order through the Addness MCP.

1. Reads the organization's goal tree and member list, proposes who would be good to hand which work to, and then asks you who to invite and for what
2. Creates the work to hand over as a goal (with the ideal). If an existing goal is being handed over, it uses that goal
3. Creates an invite link that assigns the person to that goal. If you aren't an admin, it shows you the request text first, asks an admin by comment or chat, and receives the link in the reply
4. Shows you the invitation message (what you want to hand over, the invite link, and the first step after joining), and after your OK, sends it through a connected channel (LINE, Slack, email, etc.). If none is connected, it returns the text to you

If your AI isn't connected yet, see MCP integration.

Guests and external members

Besides regular members, an organization can welcome guests and external members. Guests and external members don't count toward seats. The top of the members list shows the headcount in the form "◯ people / ◯ seats / ◯ guests (free)," and in the list, guests are marked "Guest" and external members "External."

"Invite as a guest (free)" and "Connect with an external organization" can't be turned on at the same time.

• Making a guest a member: When a guest tries to work on a goal, "Request to become a member?" appears, and they can ask an admin with "Request membership" → "Send request" (up to 3 times in the last 24 hours). Admins get a notification and choose "Make member" or "Decline." Admins can also switch a guest from "Make member" on the guest's row in the members list. Making a guest a member adds one seat, and the fee changes according to your contract
• Making an external member a regular member: Admins can switch an external member to a regular member of this organization with "Make a regular member" next to "Source organization" on the external member's detail page. The connection to the source organization is removed, and one seat is added

For how to change roles and the full picture of permissions, see Permissions and member management.

Members' activity history

Scroll down the member detail and there's an "Activity history" section. That member's activity is shown chronologically.

What you can check

• Creating and completing goals
• Changing assignees
• Posting and resolving comments
• Creating and updating resources