Team Members
Team Members
The Team Members page lists everyone with access to your organisation, what role they have, and the last time they were active. From here you can invite new members, change roles, suspend, or remove members.
Managing members requires the permission to manage members and the organisation.
The members list
Columns:
- Name and avatar.
- Email.
- Role: Admin, Manager, Member, Guest (or your organisation's custom set).
- Status: Invited, Active, Suspended.
- Last active.
Inviting members
Click Invite and enter:
- Email address (one or more).
- Role to assign on acceptance.
- An optional personal message in the invite email.
Each invitee receives an email with a sign-in link. Until they accept, they appear with Invited status.
You can also bulk-invite via CSV import where supported.
Roles and permissions
Each role is a bundle of permissions. Typical roles:
- Admin: All permissions.
- Manager: Manage bookings, finance, and most operations; not billing.
- Member: Day-to-day work on enquiries and bookings.
- Guest: Read-only or scoped access.
Permissions include:
| Permission | What it allows |
|---|---|
| Members & organisation | Invite, edit, and remove members. |
| Billing | View and change the subscription and payment method. |
| Integrations | Connect or disconnect integrations and AI providers. |
| Itineraries | Edit itineraries on bookings. |
| Knowledge Base | Edit Knowledge Base content. |
| Media library | Manage the media library. |
See Plans & Permissions for the full model.
Member detail page
Open a member to see their:
- Profile and contact details.
- Role and permissions.
- Activity history.
- Bookings, enquiries, and tasks they own.
From here you can change their role, suspend access, or remove them.
Removing access
Removing a member revokes access immediately. Records they created (bookings, enquiries, communications) are preserved with their attribution. They can be re-invited later.