Managing Team Members

Accessing Members

1. Go to Account Settings > Companies

2. Select your company

3. Click Members

Roles

Owner

• Full access to everything

• Can manage members, billing, and settings

• Can transfer ownership

• One per company

Admin

• Full access to features and settings

• Can invite and manage members (except owner)

• Can manage billing

Read-only

• View-only access

• Cannot make changes or invite members

• Cannot access billing

Inviting Members

1. Click Invite Member

2. Enter the team member's email

3. Select their role (Admin or Readonly)

4. Click Send Invitation

The member receives an email invitation. After accepting, they appear in your members list.

Changing a Member's Role

1. Find the member in the list

2. Click their role dropdown

3. Select a new role

4. Change applies immediately

Removing Members

1. Click the three-dot menu next to their name

2. Select Remove Member

3. Confirm — access is immediately revoked

Transferring Ownership

1. Click the three-dot menu next to the member

2. Select Transfer Ownership

3. Confirm — they become Owner, you become Admin

Managing Pending Invitations

• Resend — three-dot menu > Resend Invitation

• Cancel — three-dot menu > Cancel Invitation