What it does:
- Centralized management of team members: view names, emails, status (Active/Pending), roles (Administrator/Staff), and owner indicators.
- Invite new members via a secure link.
- Approve pending members to grant access.
- Remove members no longer in your team.
- Transfer ownership (Team Owner) to an eligible staff member.
Invite a new member:
1. Click Invite (top right).
2. The system generates an invite link with your team_code and team_name.
3. Click Copy to copy the link and share it with your teammate.
4. Close the dialog when done.
- Required permission: Administrator.
- Visual reference: âInvite memberâ dialog showing the generated link and Copy button.
Approve a pending member:
1. In Team Members, find a user with Status = Pending.
2. Click Approve (the action appears for pending users).
3. Confirm in the approval dialog.
4. The userâs status changes to Active; the list refreshes automatically.
- Required permission: Administrator.
- Visual reference: Pending status badge (yellow) and approval confirmation dialog.
Remove a member:
1. In Team Members, find the user to remove.
2. Click Remove.
3. Confirm in the removal dialog.
4. The user is removed from the list.
- Required permission: Administrator.
- Visual reference: Remove confirmation dialog with user name details.
Transfer ownership :
1. In Team Members, locate the Owner (crown icon badge).
2. Click Transfer ownership (available only if you are the current administrator and the row user is the Owner).
3. In the selection dialog, choose an Active Staff member (use search by name or email if needed).
4. Click Continue and then Confirm in the final dialog.
5. Ownership is transferred; you will lose administrator privileges.
- Required permission: Owner and current Administrator.
Status and roles:
- Status badges:
- Active: green badge.
- Pending: yellow badge.
- Role badges:
- Administrator: blue badge.
- Staff: gray badge.
- Owner indicator:
- Crown icon âOwnerâ badge displayed for the creator/owner.
- Time display:
- âJoinedâ shows the memberâs creation time converted from Beijing time to your teamâs time zone.