Course 13
Team Management
Invite members, assign roles, and manage your organization's team from the /team page.
The Team Page at a Glance
Understand what the /team page shows and how it is organized before you start making changes.
Inviting a Teammate by Email
Send email invitations to one or more people and choose their starting role before they join.
Assigning and Changing Roles
Learn what each role can do and how to change a member's role directly from the team table.
Filtering and Sorting the Roster
Use search, status filters, role filters, and sort controls to navigate large teams efficiently.
Reusable Invite Links and Codes
Generate a persistent shareable link or short code for a specific role so anyone can join without a personalized email.
Team Subsections: Training, Evaluations, Inventory, and Kits
Navigate the four team-adjacent modules that connect your roster to training, certification, and field gear.
Viewing and Editing Member Profiles
Open a member's profile dialog to review their performance stats, rating history, location, and edit their home base address.
Removing a Team Member
Safely remove a member from the organization roster and understand which roles can be removed by whom.