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. 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, Members and Invites, and an Invite Member button in the top right.

The page keeps which tab you're on in the address, so you can bookmark the Invites view or send a teammate straight to it.

The Members tab

Members shows everyone who currently has access to your tribe. Each row shows:

• Name: first and last name from the member's account.
• Email: the address they sign in with.
• Access: a role badge (Owner, Admin, Store Manager, Door Staff, Custom, and so on) plus a one-line summary of what they can touch, for example "5 all access · 3 read only · 1 special access · 4 restricted".
• Joined: the date they accepted the invite.
• Buttons: a pencil to edit permissions and a trash icon to remove. Both are hidden on rows where you can't act, meaning your own row and the owner's.

The owner carries the Owner badge and the summary "Full access to everything". You can't edit or remove the owner here.

The Invites tab

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

• Email: who it went to.
• Status: pending (sent, not accepted), accepted (already on the team) or expired (the link timed out).
• Sent: the date it went out.
• Invited By: the team member who sent it.
• Buttons: for pending and expired invites, a circular arrow to resend and an X to cancel. Accepted invites have neither.

Use this tab to chase someone who hasn't responded, kill an invite you sent in error, or refresh an expired link. See inviting team members for both flows in 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 at the right end of their row.
4. The edit dialog opens with their current preset and permissions filled in.
5. Pick a different Role Preset to move them onto another template, or click the small pencil next to Permissions to open the area-by-area editor.
6. Set each area to All Access, Read Only or No Access, and tick or untick any capability. The summary line updates as you go.
7. Click Done to close the editor, then click Save Permissions.

A confirmation appears and the Access column on that row updates immediately. The full breakdown of levels and presets lives in permissions.

Removing a team member

When someone leaves, parts ways with you, or simply doesn't need access any more, remove them.

1. Open the Members tab.
2. Find their row.
3. Click the trash icon at the right end.
4. A confirmation asks whether you're sure you want to remove them.
5. Click Remove to confirm, or close the dialog to back out.

They're removed instantly. Their sidebar fails on the next click and your tribe is gone from their account. They keep their own TribeNest login. They just no longer have access to yours.

Two rules the page enforces for you:

• You can't remove the owner. There's no trash icon on that row.
• You can't remove yourself. Same. If you need to leave, ask another member with Team access to remove you.

Common scenarios

A collaborator's role is changing

No need to remove and re-invite. Open Members, click the pencil, pick a new Role Preset or adjust individual areas, and save. It takes effect immediately.

You've hired someone for one night on the door

Invite them with the Door Staff preset. They get the door screen and nothing else: no event list, no ticket orders, no attendee emails. Remove them once the run of shows is over, because the capability covers every event in your tribe rather than one night. See the door and box office.

Someone is no longer with the tribe

Remove them the day you part ways. Anyone on your team can act on your behalf until you do. Then check Invites and cancel anything outstanding they sent.

A pending invite is going stale

If nobody has accepted after a few days, resend from the Invites tab and nudge them directly. If you sent it to the wrong address, cancel and send a new one.

You hired someone who needs everything

Use the Admin preset. It grants everything except the financial areas and keeps up on its own as TribeNest adds new areas, so there's nothing to revisit later. If they also need the money side and you're the owner, use Grant financial access… in the same dialog.

Auditing who can see what

The Access column gives you a one-line summary per person. For the full picture, click the pencil to open the editor and read every area and its level. Close the dialog without saving if you didn't change anything.

Best practices

• Review your team monthly. Confirm everyone still needs what they have. Remove anyone who doesn't, and tighten anyone whose role has shrunk.
• Cancel stale invites. If one has been pending for more than a week, resend it or cancel it. Either beats leaving links live indefinitely.
• Keep Team access narrow. Only one or two people should be able to invite, edit and remove members. See permissions.
• Match access to actual work. Read-only is friendlier than removing someone who only needs to look at something now and then.

Where to go next

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