Team members

A team admin manages the members of the team from the Users page of the team settings: who belongs to the team, the role each of them holds in it, and whether their account is active.

Info
This page is open to team admins, and to organization and platform administrators. A team admin does not need to be an organization admin to manage their own team's members.

The members table

Each row is one member of the team. The table has six columns:

the team members table: Identity, Team role, Activated, Last Login, Details and Actions columns
  • Identity โ€” avatar, display name, username and e-mail address.
  • Team role โ€” the member's role in this team, changed inline from the dropdown.
  • Activated โ€” whether the account is active. A deactivated account cannot sign in.
  • Last Login โ€” the date the member last signed in.
  • Details โ€” opens the member's details card over the table.
  • Actions โ€” removes the member from the team.

Team roles

A member holds one of two roles in the team. The dropdown in the Team role column switches between them:

the Team role dropdown of a member row, open on Team Admin and Member
  • Team Admin โ€” manages the team: its members, their roles, and the resources shared with the team.
  • Member โ€” a regular member, who can use the resources shared with the team.
Note
The team role applies to this team only. Someone can be a Team Admin of one team and a plain Member of another, and the team role says nothing about the role they hold in the organization.

Search, views and export

The toolbar sits above the table:

the team members toolbar: search field, view toggle, Add user and the overflow menu
  • Search โ€” filters the members by name, username or e-mail.
  • View toggle โ€” switches between the detailed table and a grid of member cards.
  • Add user โ€” adds a member to the team.
  • The โ‹ฎ menu โ€” Select, to act on several members at once, and Export, to download the current member list.

Adding a member

Click Add user, then pick the person to add โ€” type a name or username to narrow the list.

the Add user to team dialog with a user selected and the Role select set to Member

The Role select decides which role the member joins with, Member or Team Admin; it defaults to Member. Add stays disabled until a user is selected.

The member details card

The Details column opens a card over the table. It has two tabs.

the member details card, Info tab: account details, access with the read-only org role and the editable team role, teams, and metrics

Info

Four sections, in this order:

  • Account details โ€” username, phone, position, company, country and interface language.
  • Access โ€” the Activated toggle, the member's organization role, and the Team role select.
  • Teams โ€” the teams the member belongs to in this organization, with an Add to team button.
  • Metrics โ€” creation date, last login, credits used, whether the account signs in via OAuth, and whether it is blocked.

Pricing plan

The plan the member's account is on.

Note
In a team's settings the organization role is shown for reference only โ€” it is plain text rather than a control, so it cannot be changed from here. Team role is the one a team admin sets. Organization roles, password resets and removing someone from the organization stay with organization admins, on the organization Users page.

Removing a member

The red icon in the Actions column removes the member from the team. They remain a member of the organization and of any other team they belong to, and their account itself is untouched.

The tooltip is misleading

Hovering that icon currently shows "Kick from organization", which is wrong inside a team's settings. The confirmation dialog and the action itself only remove the member from the team.