Overview
Team Members manages client logins for the selected deal. Add a new person or add an existing client login to this deal, review passwordless email-code access, archive or reactivate access, and let admins preview a member in the selected deal. There are no invite links or passwords to manage.
How to use this page
Select the client deal
Choose the client in the switcher. The page and every action are scoped to that selected deal, so a multi-deal client login can be managed one deal at a time.
Review the team
The stat band shows Active and Archived members for this deal. Each card shows the member, email, join date, optional last login, Email code enabled, and available actions.
Add a member
Click Add User, enter a name and email, then choose Add User. A new email creates a client login for the selected deal. If the email already belongs to a client login, it is added to this deal and reactivated when needed. The member signs in with an emailed one-time code.
Archive or reactivate deal access
Archive stops the person's access to the selected deal while keeping the login and history. Use Show Archived and Reactivate to restore access later.
Remove access from this deal
Admins can choose Delete on a member card. The confirmation removes the selected deal membership while leaving other deal access and the login in place when applicable. If no other membership remains, the login can be deleted, though activity records may require archiving instead.
Login as a member
Admins can choose Login As on an active member. The preview opens with the selected deal context, so it reflects that member's access to this deal.
What the buttons do
- Add User
- Creates a new client login for the selected deal, or adds an existing client login to this deal. The person signs in with an email code.
- Show Archived
- Shows members whose access to this selected deal is archived.
- Archive / Reactivate
- Stops or restores access to the selected deal while preserving the login and history.
- Login As
- Admins only. Opens the member's permitted view with this deal selected.
- Delete / Remove access
- Admins only. Removes the selected deal membership. Other deal access and the login remain when applicable.