Add and manage members

The Members page is where you build your roster. It shows everyone on your team — name, email, role, and pod — along with how many of your seats are in use. Only the team owner can open it.

Invite someone

There are two ways to bring a rep in:

1. Invite by email. Enter their work email and click Send invite. They receive a join link that works for 7 days. Sending a new invite to the same address replaces the old one, and you can revoke any pending invite from the list below the form.
2. Shareable link. Create an invite link and paste it in Slack or wherever your team lives. Anyone with the link joins as a rep. Only one link is live at a time — rotating it revokes the old one, so rotate whenever you want to shut the door.

Everyone who joins starts as a rep. You can promote them to manager afterwards — see Pods and managers. For a walkthrough of what new members see when they accept, read Invite your team.

Seats and the member limit

Each active member uses one seat, and the page shows your usage at the top. Self-serve teams can have up to 20 active members — at that point email invites are paused and join links stop working until a seat frees up. Need more than 20? Contact us. For how seats affect your bill, see Add or remove seats.

Deactivate, reactivate, and roles

When someone leaves the team, click Deactivate on their row. They lose access immediately, their practice history stays visible to you, and their seat frees up for a new hire. Deactivation is not deletion — their account survives, and you can click Reactivate later to bring them back (which uses a seat again).

Each non-owner row also lets you:

• Make manager or Demote to rep — switch their role.
• Set a pod — a short label that groups reps together.

The owner role belongs to whoever created the team and cannot be reassigned or deactivated.