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Team Members

Manage your organization's team, invite new members, and control access through roles.

Accessing Team Members

Navigate to SettingsInvite Team Member.

Team Members Table

The table has five tabs to filter members by status:

TabWhat It Shows
All MembersEvery team member, regardless of status. Shows the total count.
ActiveMembers who have accepted their invite and are currently active.
PendingMembers who have been invited but haven't accepted yet.
CancelledMembers whose invitations were cancelled before they accepted.
ExpiredMembers whose invitations expired (invitations are valid for 7 days).

Table Columns

ColumnWhat It Shows
NameThe team member's full name (or "Pending" if they haven't accepted yet).
EmailTheir email address.
RoleTheir assigned role. For active members, this is a dropdown you can change.
StatusA colored badge showing their current status.
ActionsA three-dot menu with available actions (varies by status).

Member Status Badges

StatusBadge ColorWhat It Means
ActiveGreenThe member has accepted the invite and can access Wyra.
PendingYellowThe invitation has been sent but not yet accepted.
CancelledRedThe invitation was cancelled by an admin.
ExpiredGrayThe invitation expired after 7 days without being accepted.

Inviting Team Members

  1. Click the Invite Team Member button at the top of the page.
  2. A dialog appears with two fields:
    • Email — Enter the person's email address.
    • Role — Select the role you want to assign.
  3. Click Send Invite.
  4. The person receives an email invitation. They have 7 days to accept before it expires.

Available Actions by Status

Member StatusAvailable Actions
ActiveChange Role, Transfer Ownership, Delete Member
PendingResend Invite, Cancel Invite
ExpiredResend Invite, Cancel Invite

Changing Roles

  1. Click the role dropdown next to an active member's name.
  2. Select the new role from the list.
  3. The change takes effect immediately.

Transferring Ownership

  1. Click the three-dot menu on an active member and select Transfer Ownership.
  2. A confirmation dialog appears with a warning that this action will make the selected person the new owner and change your role.
  3. Click Confirm to proceed.
warning

Transferring ownership is a significant action. The new owner will have full control over the organization.

Deleting a Member

  1. Click the three-dot menu on an active member and select Delete.
  2. A confirmation dialog appears.
  3. Click Confirm to remove the member.

Resending an Invite

  • Click the three-dot menu on a pending or expired member and select Resend Invite.
  • A new invitation email is sent, and the 7-day timer resets.

Cancelling an Invite

  • Click the three-dot menu on a pending or expired member and select Cancel Invite.
  • The invitation is revoked and the member's status changes to Cancelled.