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Managing your team

Team management lives under Settings → Team: manage the members and roles of your organization.

Click Invite User (top-right of the Team tab) and enter their email:

  • If they don’t have an account, they receive a magic link to set up their profile (see Creating your account).
  • If they already have an account, they’re added immediately.

The Team tab lists everyone in the organization with these columns:

ColumnWhat it shows
EmailThe member’s login email.
Display NameTheir chosen name (pending invitations show Pending).
StatusActive, or Invited for a pending invitation.
Roleowner, admin, or member.
DateWhen they joined or were invited.
ActionsOwner-only controls (see below).
RoleCan do
ownerEverything, including inviting/removing members and transferring ownership.
adminManage settings and integrations.
memberUse the app: review recommendations, create fixes.

An invitation that hasn’t been accepted appears as a highlighted row with an Invited status. Owners can Resend invitation or Revoke invitation (trash icon) from the row actions, and can remove active members the same way.