Member Management

Manage your team members, send invitations, assign roles, and control access permissions.

Accessing Member Management

1. Ensure you're in your team account
2. Click Members in the sidebar
3. The URL is https://sellfaster.eu/home/[team]/members

Team Members List

Viewing Members

The members table displays:

Profile

Profiles are accessed via the actions menu View Profile.

It contains performance KPIs as well as the latest interactions and sales of the team member.

Role Badges

Roles are displayed with color-coded badges:

• Owner - No background color
• Manager - Outlined style
• Member - Blue background

Inviting New Members

Sending Invitations

1. Click Invite Members button
2. Enter email address
3. Select role for invitee
4. Click Send Invitation

You can invite up to 5 members at once:

1. Click Add another to add more email fields
2. Each invitee receives the role you select
3. Click Send Invitations

Note: Inviting members requires you to have the roler manager or owner.

Role Selection

When inviting, you can only assign roles at or below your own hierarchy level. This prevents members from granting permissions they don't have themselves.

Invitation Email

Invitees receive an email with:

• Team name
• Accept invitation link
• The link to create an account or sign in

Pending Invitations

Viewing Invitations

The invitations table shows outstanding invitations:

Managing Invitations

Actions available for pending invitations:

Member Roles

Role Hierarchy

Roles have a hierarchy level that determines permissions. Higher hierarchy levels grant more access (owner > manager > member).

Changing Roles

To change a member's role:

1. Find the member in the list
2. Click the actions menu (three dots)
3. Select Update Role
4. Choose the new role
5. Confirm

Restrictions:

• You cannot change your own role
• You cannot change the primary owner's role
• You can only assign roles at or below your hierarchy level
• Primary owners can change any role

Transferring Ownership

Primary owners can transfer team ownership:

1. Find the member to receive ownership
2. Click the actions menu
3. Select Transfer Ownership
4. Read the warning disclaimer
5. Complete OTP verification
6. Confirm transfer

Warning: After transfer, you lose owner privileges and the new owner gains full control of the team.

Removing Members

Remove from Team

To remove a member:

1. Find the member
2. Click the actions menu
3. Select Remove Member
4. Confirm removal

Restrictions:

• You cannot remove yourself (use Leave Team in Settings instead)
• You cannot remove the primary owner
• You can only remove members with lower or equal role hierarchy
• Primary owners can remove any member

What Happens When Removed

• Member loses access immediately
• Their content (addresses, sales, etc.) remains with the team
• Historical records are preserved
• They can be invited back later

Permissions Required

Troubleshooting

Invitation Not Received

If invitee doesn't receive the email:

1. Check their spam folder
2. Verify the email address is correct
3. Resend the invitation
4. Try a different email address

Can't Change Role

If you can't modify a role:

1. Verify you have the manager or owner role
2. You cannot change your own role
3. You cannot demote the primary owner
4. Check if the target role is above your hierarchy level

Can't Remove Member

If you can't remove a member:

1. You cannot remove yourself
2. You cannot remove the primary owner
3. The member may have a higher role hierarchy than you

Member Can't Access Team

If a member can't access the team:

1. Check their invitation status (accepted vs pending)
2. Verify they're using the correct email to sign in
3. Check they haven't been removed
4. Have them sign out and back in

Related Topics

• Team Settings - Team configuration
• Team Overview - Team basics
• Inviting Members - Detailed how-to