Manage your team members

Who can use this feature?

- This feature is only available to Team Admins.
- Some features are only available on the Pro and Business plan.

Please note: MeisterTask is currently being updated! You may still be seeing the old design. The new features will be available to everyone shortly.


Once you've created a team in MeisterTask, Team Admin(s) can easily add, edit and remove team members from the "My Team" section in Accounts.

Note regarding mobile subscriptions: Users who have purchased their subscription via the App Store or Google Play Store will not be able to purchase additional licenses or create a team. If you are currently on a mobile subscription and wish to purchase additional licenses, reach out to Meister Support here.

Add additional Team Members 

Team administrators can invite new users to join their team from the My Team section of the Accounts page. To do this:

 

  1. Click your user avatar in the top-right corner of MeisterTask.
  2. Select Account from the drop-down menu. This will open the Accounts page.
  3. Click My Team on the left side of the accounts page.
  4. Click the Invite button.

    HC team invite_20250310.png

  5. In the next window, enter the e-mail addresses.
  6. Hit Enter or select the blue plus icon.
  7. Select which Meister Products you'd like to invite your new team members to use.

     

    • The pink M stand for MindMeister, a mind mapping tool.

    • The blue M stands for MeisterTask, a project management tool.

       

      For MeisterTask you can select if the user should get editing or read-only privileges:

       

    • Select Content Manager to grant the user editing access. (Learn more)

    • Select Viewer to grant the user viewing access.

    • Select No Access to prevent the team member from accessing the tool.

  8. Select Invite to send an e-mail invitation to each of your new colleagues. Once users have accepted your invitation, they will be immediately added to your team and gain access to all of your team projects.

HC team invite_20250402_EN.png

Important

Users who already have their own paid subscription to MeisterTask CANNOT join your team.

If one of your colleagues already has a Pro or Business License, they will first have to downgrade to a basic account in order to accept your invitation.

Adding New Users to a Paid (Pro or Business) Team


When team admins add a new user to their team, they'll receive an invoice notifying them that they have 7 days to complete the payment. If the payment is not received after these 7 days, the new user's account will be disabled. The rest of the team will remain active.

As soon as the invitees have accepted your invitation, they will be immediately added to your team. You can edit, disable or remove team members from the My Team section of the Accounts page. Find out more here.

Assign Team Admin role 

This feature is only available to Team Admins on the Business plan.

Teams with a Business subscription can have multiple Team Admins in their team. An existing Team Admin can also assign any other person the role Team Admin.

Each admin can change the team role of the team members at any time. Team roles have no influence on the subscription costs.

To make a user a Team Admin:

  1. Open the My Teams page in Accounts.
  2. Search for the user in your list who you’d like to promote to Team Admin.
  3. Click on the small gray arrow next to “Member” to open the drop-down menu.
  4. Select Admin.

HC Team Admin 20250310_EN.png

Change a user’s product seat

Team Admins can adjust their team members’ product seats to control access and make best use of their teams’ paid seats.

  • View-only access = Viewer: To give a user read-only access, select Viewer. This will apply to all projects and notes the user has been invited to.
  • Editing access = Content Manager: To give someone editing access, select the Content Manager

 

Teams with a Pro or Business subscription

Product seats determine whether a team member uses one of your team’s paid seats.
- The Content Manager is a paid seat.
- The Viewer seat is free.

 

To assign the Content Manager or Viewer product seat:

  1. Open the My Team’s page in Account.
  2. Find the user and the right product, MeisterTask or MindMeister.
  3. Click the small gray arrow to open the drop-down menu.
  4. Select Content Manager or Viewer.

HC change product seat_20250402_EN.png

Remove a team member from the team

If you want to remove a user from the team, there are three options:

  • Option a: Remove access to both MeisterTask AND MindMeister by setting their team role to Inactive
  • Option b: Remove access to MeisterTask OR MindMeister by changing their access to No Access
  • Option c: Completely detach the person's account from your team by Removing the account from your team.

HC Remove team member 20250310_EN.png


To offboard a user who is leaving your company and therefore your team, use Option a:

  1. Open the My Team page in Account
  2. Find the user and the right product, MeisterTask or MindMeister.
  3. Click the small gray arrow to open the drop-down menu in the column Team Role.
  4. Click Inactive.

HC Inactive 20250310_EN.png

Pending invitations

If you have invited a new user to join your team, they must accept the invitation before they are added to the team.

All invitations that have been sent but not yet accepted by the users can be found in the Pending Invitations tab.

Sent invitations are valid for 14 days. After that, the invitation is automatically deleted.

You can delete an invitation at any time by clicking the X next to your invitee's e-mail address.

HC pending invitations_20251003_EN.png

Export a list of your team members

Team Admins with a MeisterTask Business plan can download a CSV Export containing the contact information of each member of their team:

HC csv_20250310_EN.png

Still Scrolling?

Ask your question in the Meister Community!

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