How to manage team members

Before you start

You need the Admin role to manage team members.

Edit a team member

1. Go to Admin > Company.
2. In Team members, find the person you want to update.
3. Open the row actions menu.
4. Select Edit.
5. Update the fields you need to change.
6. Select Save changes.

You can update these fields in the edit form:

• First name
• Last name
• Email
• Access role
• Project role
• Manager
• Employment type
• Contract start date
• Contract end date
• Public holiday calendar
• Work days
• Contracted hours per week
• Cost per hour

Resend an invitation

1. Go to Admin > Company.
2. In Team members, find the invited person.
3. Open the row actions menu.
4. Select Resend invite.

Scopra sends a new invitation email to that team member.

Note: Resend invite is only available for team members who have not activated their access yet.

Archive a team member

1. Go to Admin > Company.
2. In Team members, find the person you want to remove.
3. Open the row actions menu.
4. Select Archive.
5. Confirm the action.

Scopra archives the team member and removes them from active use in the workspace.

Note: You cannot archive your own user from this screen.