Overview
Team Members manages who can sign in to this client's workspace. A stat band shows Active, Pending invites, and Archived counts. Invite new people, resend or track pending invites, reset passwords, and archive members who should no longer have access. Admins can also open the app as another user to troubleshoot, or permanently delete a member to free up their email. When an admin is viewing the workspace as a client, the Login As and Delete powers are hidden so the client view is authentic. Everything here is scoped to the client named under the page title.
How to use this page
Review the team
The stat band at the top shows how many members are Active, how many have a Pending invite, and how many are Archived. Each card lists the member's name, email, when they joined, and their last login. Your own account is tagged You.
Filter by pending or archived
Use the two toggles above the list to switch the view. Pending Invites shows people who were invited but have not signed in yet; Show Archived shows deactivated members. The toggles are mutually exclusive, and each shows its count when there is one.
Invite a member
Click Invite User, enter a name and email, and click Create User. The new member appears with an Invited badge and an invite email is sent automatically. If something goes wrong, an inline error explains why.
Resend a pending invite
For anyone still showing the Invited badge, use Resend Invite on their card to send the invite email again. This is the action that replaces Reset Password until they have signed in and set a password.
Reset a password
For an active member, click Reset Password, set a new password of at least 8 characters, and choose whether to email it to them. A toast confirms the reset. This does not apply to pending invites.
Archive or reactivate
Click Archive to revoke a member's access; they move to the Archived filter and can be brought back later with Reactivate. Archiving keeps all of their history intact, so it is the right choice for almost anyone who leaves. You cannot archive your own account.
Delete a member (admins)
Admins see a Delete button on each member card. It permanently removes the member and frees up their email so it can be re-added. A confirm dialog warns that this cannot be undone. If the member has activity records tied to them, the delete is blocked with a message to Archive instead, so history is never lost by accident. Clients and non-admins do not see Delete. When an admin is viewing the workspace as a client (View as Client), both Login As and Delete are hidden so the impersonated client view matches what a real client sees.
What the buttons do
- Invite User
- Opens the invite form to add a new team member by name and email.
- Create User
- Creates the invited member and sends the invite email.
- Pending Invites / Show Archived
- Toggles the list between active members, people who have not accepted their invite, and archived members.
- Resend Invite
- Sends the invite email again to someone who has not signed in yet.
- Reset Password
- Sets a new password for an active member, optionally emailing it to them.
- Archive / Reactivate
- Revokes or restores a member's access. Keeps history intact. You cannot archive yourself.
- Login As
- Admins only: opens the app as that member to troubleshoot what they see. Hidden when an admin is viewing as a client.
- Delete
- Admins only. Permanently removes the member and frees their email to be re-added. Blocked with an 'archive instead' message if the member has activity records. Hidden when an admin is viewing as a client.