Managing your team

Once you've sent a few invites, the Team page becomes your home base for keeping the roster honest. You'll see who has access, who's still pending, what each person can do, and the controls to change any of it.

This page covers the day-to-day — viewing the two tabs, editing permissions, and removing a member when it's time. If you're sending your first invite, start with inviting team members.

Opening the Team page

Click Team in the sidebar. You'll land on a layout with two tabs at the top — Members and Invites — and an Invite Member button in the top right.

The page remembers which tab you're on in the URL, so you can bookmark or share a link straight to the Invites view if you want.

The Members tab

Members shows everyone who currently has access to your tribe — owner, admins, and any custom roles you've created. Each row shows:

• Name — first and last name from the member's account.
• Email — the address they sign in with.
• Access — a coloured role badge (Owner, Admin, Content Manager, Custom, and so on) plus a one-line summary of what they can touch — for example, "5 all access · 3 read only · 4 restricted".
• Joined — the date they accepted the invite.
• Actions — a pencil to edit permissions, a trash icon to remove. Both are hidden on rows where you can't take action (yourself, the owner).

The owner is always at the top of the list, marked with the Owner badge and the summary "Full access to everything". You can't remove or edit the owner from this page.

The Invites tab

Switch to Invites to see every invitation you've ever sent. Each row shows:

• Email — who the invite was sent to.
• Status — pending (sent, not accepted), accepted (already on the team), or expired (link timed out).
• Sent — the date the invite went out.
• Invited By — the team member who sent it.
• Actions — for pending and expired invites, a circular arrow to resend and an X to cancel. Accepted invites have no actions.

Use this tab to chase up someone who hasn't responded yet, deactivate an invite you sent in error, or refresh an expired link with one click. See inviting team members for the resend and cancel flows in more detail.

Editing a member's permissions

You can change what a member can see and do at any time, without removing or re-inviting them.

1. Open the Members tab.
2. Find the member you want to update.
3. Click the pencil icon at the right end of their row.
4. The Edit Permissions dialog opens with their current preset and individual permissions pre-filled.
5. Pick a different Role Preset to swap them onto a template, or click the small pencil next to Permissions to open the section-by-section editor.
6. Set each section to All Access, Read Only, or No Access — the summary line under Permissions updates as you go.
7. Click Done to close the section editor (your changes are held in the dialog), then click Save Permissions.

You'll see a confirmation toast and the Access column on the member's row updates immediately. The full breakdown of access levels and presets lives in permissions.

Removing a team member

When someone leaves the tribe, parts ways with you, or simply doesn't need access anymore, remove them.

1. Open the Members tab.
2. Find the member's row.
3. Click the trash icon at the right end of the row.
4. A confirmation dialog asks "Are you sure you want to remove [name] from the team?"
5. Click Remove to confirm, or close the dialog to back out.

The member is removed instantly. Their sidebar will fail to load on their next click and they'll be signed out of your tribe. They keep their TribeNest account — they just no longer have access to yours.

A few rules the dialog enforces for you:

• You can't remove the owner. The trash icon doesn't appear on the owner row.
• You can't remove yourself. The trash icon doesn't appear on your own row either. If you need to leave, ask another team member with Team access to remove you.

Common scenarios

A collaborator's role is changing

You don't need to remove and re-invite. Open the Members tab, click the pencil, pick a new Role Preset (or tweak individual sections), and save. The change takes effect immediately.

Someone is no longer with the tribe

Remove them as soon as you part ways. Don't wait — anyone on your team can act on your behalf inside TribeNest until you remove them. Then check the Invites tab and cancel any outstanding invites you might have sent on their behalf.

A pending invite is going stale

If someone hasn't accepted after a few days, head to Invites, click the circular arrow to resend, and reach out to them on the side to make sure they got the email. If you sent it to the wrong address, click the X to cancel and send a new one.

You hired someone who needs everything

Use the Admin preset when you invite them, then leave it alone — the preset already grants broad access across the dashboard. You can always tighten it later from the same edit dialog.

Auditing who can see what

The Access column on the Members tab gives you a one-line summary per person. For a full breakdown, click the pencil to open the Edit Permissions dialog — you'll see every section and its current access level. Close the dialog without saving when you're done if you didn't make changes.

Best practices

• Review your team monthly. Open the Members tab and confirm everyone still needs the access they have. Remove anyone who doesn't, and tighten anyone whose role has shrunk.
• Cancel stale invites. If an invite has been pending for more than a week, decide whether to resend or cancel. Either is better than leaving links live indefinitely.
• Keep Team write access narrow. Only one or two people should be able to invite, edit, and remove other members — see permissions.
• Match access to actual work. A read-only role is friendlier than removing someone entirely if they only occasionally need to look at something.

Where to go next

• Send a new invite → inviting team members
• Decide what access each role should have → permissions
• Change billing or plan settings → billing
• Adjust your tribe's profile and integrations → settings