Overview
Team Members manages client logins for the selected deal. Invite a new person or add an existing client login to this deal, resend invites, reset passwords, archive or reactivate this deal's access, and let admins preview a member in the selected deal. Removing access from one deal does not remove the login's other deal memberships.
How to use this page
Select the client deal
Choose the client in the switcher. The page and every action are scoped to that selected deal, so a multi-deal client login can be managed one deal at a time.
Review the team
The stat band shows Active, Pending invites, and Archived members for this deal. Each card shows the member, email, join date, last login, and available actions.
Invite or add a member
Click Invite User, enter a name and email, and choose Create User. A new email creates a client login and sends an invite. If the email already belongs to a client login, the page adds that login to the selected deal, and sends an invite only if the login still needs one.
Manage pending invites
Use Pending Invites to show people who have not signed in. Resend Invite sends the selected deal's invite again.
Reset a password
For an active member, choose Reset Password, enter a password of at least eight characters, and choose whether to email it. The password belongs to the login and works across its permitted deals.
Archive or reactivate deal access
Archive revokes access to the selected deal while keeping the login and history. Use Show Archived and Reactivate to restore this deal's access later.
Remove access from this deal
Admins can choose Delete on a member card. The confirmation now says Remove access because it removes the selected deal membership and leaves the login and other deal access in place. If no other membership remains, the login can be deleted; activity records may require archiving instead.
Login as a member
Admins can choose Login As on an active member. The preview is opened with the selected deal context, so it reflects that member's access to this deal.
What the buttons do
- Invite User / Create User
- Creates a new client login for the selected deal, or adds an existing client login to this deal. New or unaccepted logins receive an invite.
- Pending Invites / Show Archived
- Filters this deal's member list to pending invitations or archived access.
- Resend Invite
- Sends the selected deal invite again to a member who has not signed in.
- Reset Password
- Sets a new password for the login and optionally emails it to the member.
- Archive / Reactivate
- Revokes or restores access to the selected deal while preserving history and the login.
- Login As
- Admins only. Opens the member's permitted view with this deal selected.
- Delete / Remove access
- Admins only. Removes the selected deal membership. Other deal access and the login remain when applicable.