Managing Team Members
Add, remove, and manage access for your team members.
Accessing Team Members
Desktop
- Go to Teams > Members
- Grid or list view of members
- Full management controls
Mobile
- Tap menu > Teams
- Select Members
- Scrollable member list
Desktop View
Member Grid
- Profile cards for each member
- Role badge displayed
- Quick action buttons
- Budget info visible
Member Details Panel
Click member to see:
- Full profile
- Permissions
- Budget allocation
- Activity history
Actions
- Invite new members
- Edit roles/permissions
- Transfer credits
- Remove members
Mobile View
Member List
- Compact member cards
- Essential info visible
- Tap for full details
Member Details
- Full-screen profile view
- Sections for different info
- Action buttons at bottom
Touch Actions
- Tap member for details
- Swipe for quick actions
- Long press for options
Inviting Members
Desktop
- Click Invite Member
- Enter email address
- Select role
- Click Send Invitation
Mobile
- Tap + or Invite
- Enter email
- Choose role from picker
- Tap Send
Managing Roles
Changing Roles
Desktop:
- Click member card
- Click role dropdown
- Select new role
- Confirm change
Mobile:
- Tap member
- Tap current role
- Select from list
- Tap Save
Available Roles
- Admin
- Manager
- Employee
- Contractor
- And more...
Managing Budgets
Desktop Budget Panel
- Slider controls for each type
- Real-time credit transfer
- History visible
Mobile Budget Screen
- Large number inputs
- Easy +/- adjustments
- Confirm button
Removing Members
Desktop
- Click member options menu
- Select Remove
- Confirm in modal
Mobile
- Swipe left on member
- Tap Remove
- Confirm action
Permissions
Viewing Permissions
- Desktop: Checklist in panel
- Mobile: Toggle list view
Editing Permissions
- Toggle each permission on/off
- Changes apply immediately
- Some permissions are role-based
