Manage team members and invitations

Open Settings → Team to review active and deactivated members, roles, pending invitations, and active-seat usage. Send an invitation with the intended role. The recipient uses its unique link to create an account; the seat limit is checked atomically at acceptance.

Admins can change another member’s role, deactivate access, or reactivate a former member when capacity permits. Deactivation immediately removes all staff sessions while retaining the person’s activity attribution. Self-demotion, self-deactivation, and removal of the last active admin are blocked.

Invite and verify access

1. Open Team settings as an admin on Plus or Pro.
2. Enter the teammate's email and choose Admin, Manager, or Staff.
3. Admin invitations grant access to every location. For Manager or Staff, select at least one location they should access.
4. Send the invitation and confirm it appears in pending invitations.
5. The recipient follows the invitation link and completes account creation. Confirm their active membership after acceptance.

Pending invitations do not consume a seat. Acceptance checks active-seat capacity again, so an invitation can fail when other members have filled the plan. An email already used by a staff member in the organization cannot be invited as a duplicate.

Start can deactivate surplus members after a downgrade, but cannot invite teammates or change roles. Reactivation also checks capacity. Deactivation preserves history; it does not delete the person.