Accessing Team Management
Go to Dashboard → Team in the sidebar.
Team Member List
You'll see all users in your organization:
Name - Display name
Email - Login email
Role - Team Member or Admin
Status - Active/Inactive
Last Active - Recent login
Adding Team Members
Via Invitation (Recommended)
Click "Invite Team Member"
Enter their email address
Select their role
Click Send Invitation
They'll receive an email to create their account.
Direct Creation (Admin)
Click "Add Team Member"
Enter email and initial password
Select role
They can log in immediately
Editing Team Members
Click on any team member to edit:
Change Role - Promote to Admin or demote to Team Member
Deactivate - Disable access without deleting
Reactivate - Restore a deactivated user
Roles Explained
Team Member
Standard users who can:
Access coaching chats
View playbooks
Manage their own settings
Admin
Everything Team Members can do, plus:
Invite/manage team members
Upload playbooks
Connect integrations
View team analytics
Deactivating vs. Deleting
Deactivate
User cannot log in
Data is preserved
Can be reactivated later
Use for: Temporary leave, role changes
Delete (if available)
Permanently removes user
Data may be lost
Cannot be undone
Use for: Departures, cleanup
Best Practices
Use invitations - Let users set their own passwords
Minimal admins - Only promote necessary users
Regular audits - Review team list quarterly
Prompt deactivation - Disable departing users immediately