Managing Team Members

View, manage, and monitor your team members' activity and permissions.

Team Member List

View all team members in your organization:

1. Navigate to Settings → Team Management
2. The team member list shows:

• Name: Full name of each team member
• Email: Contact email address
• Role: Current role (Owner, Admin, User, or Billing)
• Status: Active, Pending, or Inactive
• Last Active: When they last accessed the platform
• Join Date: When they joined the organization

You can sort and filter the list by role, status, or activity.

Viewing Member Details

View detailed information about any team member:

1. Click on a team member's name in the list
2. View their profile information:

• Contact Information: Email and phone (if provided)
• Role and Permissions: Current role and permission summary
• Activity Statistics: Usage and activity metrics
• Content Created: Recordings, meetings, and other content they've created
• Shared Content: Content they've shared with others
• Join Date: When they joined the organization

Role Management

Change a team member's role:

1. Open the team member's details page
2. Click Edit Role (or use the actions menu)
3. Select the new role from the dropdown
4. Review the permission changes
5. Confirm the role change

Important:

• Only Owners and Admins can change roles

• You cannot change your own role

• You cannot remove the last Owner from the organization

• Role changes take effect immediately

Member Permissions

View and understand what each member can do:

• Permission Summary: Quick overview of their capabilities
• Detailed Permissions: Full list of permissions for their role
• Content Access: What content they can view, edit, or manage
• Settings Access: Which settings they can modify

Permissions are automatically assigned based on role and cannot be customized individually.

Member Activity

Monitor team member activity:

• Last Active: When they last logged in
• Activity Log: Recent actions they've performed
• Content Created: Number of recordings, meetings, and other content
• Sharing Activity: How often they share content with others
• Usage Statistics: Storage and transcription hours used

Activity information helps you understand team engagement and usage patterns.

Removing Team Members

Remove a team member from your organization:

1. Open the team member's details page
2. Click Remove from Team (or use the actions menu)
3. Confirm removal in the confirmation dialog
4. Choose what to do with their content:

• Transfer Ownership: Transfer their content to another member
• Keep Content: Keep their content but remove their access
• Delete Content: Delete all content they created (use with caution)

Warning: Removing a team member is permanent. Make sure to transfer or backup any important content before removal.