Managing your team
Team management lives under Settings → Team: manage the members and roles of your organization.
Inviting a teammate
Section titled “Inviting a teammate”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 members table
Section titled “The members table”The Team tab lists everyone in the organization with these columns:
| Column | What it shows |
|---|---|
| The member’s login email. | |
| Display Name | Their chosen name (pending invitations show Pending). |
| Status | Active, or Invited for a pending invitation. |
| Role | owner, admin, or member. |
| Date | When they joined or were invited. |
| Actions | Owner-only controls (see below). |
| Role | Can do |
|---|---|
| owner | Everything, including inviting/removing members and transferring ownership. |
| admin | Manage settings and integrations. |
| member | Use the app: review recommendations, create fixes. |
Pending invitations
Section titled “Pending invitations”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.