Managing Team Members

Only Admin users can manage team membership and roles.

Accessing Member Management

Go to Settings > Members to view:

• Active members with roles
• Pending invitations

Viewing Members

Each member displays:

• Name and email
• Role badge (Admin or Manager)
• Actions menu (for Admins)

Your own member entry shows a "You" badge.

Changing Member Roles

Steps

1. Go to Settings > Members
2. Find member in list
3. Click three-dot menu
4. Select:
   • Make Admin (if currently Manager)
   • Make Manager (if currently Admin)
5. Role updates immediately

Restrictions

Cannot demote the only Admin:

If you're the last Admin, you cannot change your role to Manager.

Solution: Promote another member to Admin first.

Keep at least 2 Admins to prevent organization lockout.

Removing Members

Steps

1. Go to Settings > Members
2. Find member in list
3. Click three-dot menu
4. Select Remove Member
5. Confirm removal

What Happens

Immediate effects:

• Member loses all access to organization
• Organization removed from their list
• Cannot view organization data

Data preservation:

• Emails they created remain
• Contacts they added remain
• All work is preserved

Restrictions

• Cannot remove yourself
• Cannot remove the last Admin

To leave an organization, ask another Admin to remove you.

Revoking Invitations

For pending invitations that haven't been accepted:

1. Go to Settings > Members
2. Find invitation in Pending Invitations
3. Click X button
4. Confirm revocation

The invitation link stops working immediately.

Member Count

The page header shows total member count: Members (X)

There are no hard limits on team size.

Best Practices

• If removing an Admin, promote a replacement first to maintain at least 2 Admins
• Remove members when they leave your team
• Verify removed members no longer have access

Troubleshooting

Cannot Remove Member

Possible causes:

• You're not an Admin
• Trying to remove yourself
• Trying to remove last Admin

Solution: Have another Admin make the change, or promote someone else first.

Cannot Change Role

You must be an Admin to change roles.

Next Steps

• Inviting team members
• Team collaboration overview