Team Management

Manage your organization's team members, invite new users, and assign roles.

Viewing Team Members

Navigate to Team in the sidebar to see all users in your organization. The list shows:

Column	Description
Name	User's full name and avatar
Email	Contact email address
Phone	Phone number (if provided)
Roles	Assigned role badges
Actions	Available actions for each user

Use the search bar to quickly find team members by name or email.

User Status

Users can have different statuses:

• Active — User has accepted their invitation and can log in
• Invite Pending — User has been invited but hasn't accepted yet

Inviting New Users

Admin Only

Only users with the Admin role can invite new team members.

1. Click Invite User in the top right
2. Enter the user's email address
3. Select their role(s)
4. Click Send Invitation

The user will receive an email with instructions to set up their account.

Managing Team Members

Edit Roles

1. Click Edit Roles next to the user
2. Select or deselect roles as needed
3. Click Save

Resend Invitation

If a user hasn't received their invitation:

1. Click Resend next to the pending user
2. A new invitation email is sent

Remove User

1. Click Remove next to the user
2. Confirm the removal

warning

Removed users immediately lose access. Their completed work (assessments, findings) is preserved.

Role Assignments

Users can have multiple roles. See Roles & Permissions for details on what each role can do.