Managing Your Team

Admin role required

Inviting members

1. Go to your organization settings
2. Click Invite Member
3. Enter their email address and select a role
4. They’ll receive an email invitation to join

Changing roles

Admins can change any member’s role from the team management page. Click the role badge next to a member’s name to update it.

Removing members

To remove someone from your organization:

1. Go to team management
2. Click the remove button next to their name
3. Confirm the removal

When a member is removed:

• They immediately lose access to your organization’s data
• All data they created (contacts, buildings, activities, etc.) stays with the organization
• Their name remains in the audit trail for compliance purposes