Members & roles

Your team is managed in two places. Everyone can browse the roster from Members in the sidebar; admins manage the team from Settings → Members.

The roles

A person's role sets their permissions — what they can see and do, and how much of the caseload they can access.

• Owner — the single person who owns the agency. The owner can do everything an admin can, and can transfer ownership to another active member.
• Admin — can invite and manage people, change agency settings, view every child (even unassigned ones), and manage billing.
• Member — works their assigned children. An admin can also give a member access to the whole caseload when that is part of their job.
• Guest — a zero-access role kept out of staff surfaces by default.

The Members directory

Open Members from the sidebar to browse everyone in the agency — name, role, and when they joined. Admins also see each person's email and when they were last active, and get an Invite button.

Managing the team (admins)

Under Settings → Members, admins manage the full roster:

• Invite someone by email and pick their role. Until they accept, you can resend or revoke the invitation.
• Change role between admin and member.
• Make owner — transfer ownership to another active member (owner only).
• Deactivate someone to block their access immediately, or reactivate them later. Their history stays intact.
• Export the roster to CSV for access reviews.

Members can also leave the agency themselves from their own row — except the owner, who transfers ownership first.

Related

• Active sessions — where you and your team are signed in
• Audit log — a record of every team change