Members

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Active members

The Active tab lists everyone with access to your business:

• Search by name, email, role, or job title.
• Filter by Role — Super Admin, Admin, or Viewer.
• Each row shows the member’s name and email, job title and department, role badge, and when they were last active.

Click the ••• menu on any row for:

• Manage — opens their full member details (see Manage a Member).
• See role permissions — jumps to their role’s permission list.
• Remove — removes them from the business.

Click Invite member at the top of the page to add someone new — see Invite a Member.

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Pending members

The Pending tab shows invites that haven’t been accepted yet, each with a status of Pending or Expired, and who sent the invite and when.

• On a Pending invite, the ••• menu offers Resend Invite or Revoke Invite.
• On an Expired invite, it offers Resend Invite or Remove from list.