Team Members

Team Members (/settings/team) is where you "Manage your team — their roles, what they can see, and their access." Only workspace owners and admins reach it; everyone else sees "Admin access required" ("Only workspace owners and admins can manage team members."). Stat cards summarize Total Members, Active, and Pending Invites, and a Roles & Permissions button jumps to the role editor.

Invite a teammate

Select Invite Member to open Invite Team Member ("We'll email them a secure link to join your workspace."). Enter the Email Address, pick a Role — Admin or Member (default Member) — and choose Send Invite. The person appears under Pending invites until they accept; open a pending row to Resend invite or Revoke it.

Manage a member

Pick a member from the list to see their detail, organized into four tabs:

• Overview — the Identity card (Edit → First name, Last name; the Email is their login and can't be changed → Save) plus facts: Status, Primary role, Record access, Member since, Last active, and Account.
• Access — Roles ("stack multiple — permissions add up") and Record access: All records or Only assigned to them. "Define what each role can do" links to Roles & Permissions. "What this person can do" shows the plain-language effect of their roles.
• Activity — the member's recorded activity.
• Assigned records — the accounts they own or are on the team of (on "Only assigned" access, the only accounts they see).

Use Deactivate (or Reactivate) to suspend or restore access, and Remove — which asks "Remove permanently?" then Confirm — to delete the member. The workspace owner and your own account can't be changed here.

Related

• Roles & Permissions
• General — the Team Management card
• Settings reference