Team Members

On the Team Members page, you can manage your team members, including adding new members, removing members, and viewing member details. This page allows you to control who has access to your team and its resources.

Entrypoint

When you are in the Team Dashboard homepage, click on the Members page in the left sidebar. If you are in mobile view, click on the top hamburger button to show menu items and click on Members

Invite Members

1. To invite new members to your team, click on the Invite Members button.
2. A dialog will appear where you can enter the email addresses and the role of the members you want to invite
3. You can add multiple member in the Invite dialog or undo added member by clicking on the x button
4. After you have added the members, click on the Send Invites button
5. The invited members will receive an email with an invitation link to join your team
6. Once they accept the invitation, they will be added to your team and can access the Team Dashboard

In the Pending Invites section, you will see a list of all pending invites that have not been accepted yet. Each invite will display:

• Email: The email address of the pending team member
• Role: The role of the pending team member (e.g., Owner, Member, Custom-Role)
• Invited At: The date when the invite was sent
• Expires at: The date when the invite will expire
• Status: The current status of the invite (e.g., Active, Expired)
• Actions: Actions you can take on the invite (e.g., Update Invitation, Remove Invitation)

Managing Team Members

1. In the Team Members section in the page, you will see a list of all your team members
2. Each member will display:
   • Name: The name of the team member
   • Email: The email address of the team member
   • Role: The role of the team member (e.g., Owner, Member, Custom-Role)
   • Joined At: The date when the member joined the team
   • Actions: Actions you can take on the member (e.g., Update Role, Transfer Ownership, Remove from Account)
3. If you want to manage the member, just click the actions you want to take