Managing Members

Manage your team members from Settings → Organization → Team Members.

Viewing Team Members

The team page shows all members:

Name	Email	Role	Status
John Smith	john@company.com	Owner	Active
Jane Doe	jane@company.com	Admin	Active
Bob Wilson	bob@company.com	Member	Inactive

Changing a Member’s Role

1. Find the member in the team list

2. Click the role dropdown or edit button

3. Select the new role

4. Confirm the change

Note

You can only assign roles equal to or below your own. Admins cannot create Owners.

Deactivating a Member

When someone leaves or no longer needs access:

1. Find the member in the team list

2. Click “Deactivate”

3. Confirm the deactivation

What Happens When Deactivated

• User cannot access the organization
• Their history is preserved (audit trail)
• Their entries and changes remain
• They can be reactivated later

Tip

Deactivating preserves the audit trail and allows reactivation later.

Reactivating a Member

To restore a deactivated member:

1. Find the member in the team list (inactive members are shown with “Inactive” status)
2. Click the dropdown menu (⋮) next to their name
3. Select “Reactivate”

Best Practices

Practice	Reason
Deactivate promptly	When someone leaves the company
Review quarterly	Remove unnecessary access
Document changes	Note why roles were changed
Audit access	Before sensitive reporting periods

Troubleshooting

Can’t change a member’s role?

• You may not have permission (need Admin or Owner)
• You can’t promote someone above your own role

Member can’t access features?

• Check their current role
• Verify they’re not deactivated
• Review the permissions matrix