Admin Guide: Managing Team Members
Complete instructions for administrators on how to approve new team members and manage access.
Step 1: Access Team Management
Where to Go:
- Sign in with your admin account
- Navigate to
/members/member-approvals - Or find the Team Member Management link in the members section
Note: You must have admin privileges to access this page. Only users with the "admin" role can view and manage team member requests.
Step 2: Review Access Requests
What You'll See:
- An "Access Requests" tab showing all pending requests
- Each request displays the user's name, email, and request date
- Requests are sorted by most recent first
Request Status:
- Pending New requests waiting for review
- Approved Requests you've approved
- Denied Requests you've denied
Step 3: Approve or Deny Requests
For Each Pending Request:
✓ To Approve:
- Review the user's name and email address
- Click the green "Approve" button
- The user will be added to the team members list with "member" role
- An approval email will be sent to the user automatically
✗ To Deny:
- Click the red "Deny" button
- The request status will change to "Denied"
- A denial notification will be sent to the user automatically
- You can provide additional context via the notification
Step 4: Manage Team Members
After Approving Members:
- Switch to the "Team Members" tab to see all active team members
- View each member's role (Admin or Member) and status (Active, Pending, Suspended)
- Suspend members if needed by clicking the "Suspend" button
- Restore suspended members by clicking the "Restore" button
Team Member Roles:
- 👑 Admin: Can approve team member requests, manage team members, and grant admin access to others
- Member: Standard team member with access to dashboards and resources
Quick Reference: User Journey
New User's Steps:
- 1 Goes to
/members/request-access - 2 Fills out access request form
- 3 Waits for approval email
- 4 Signs in at
/auth/login
Admin's Steps:
- 1 Go to Team Member Management
- 2 Review Access Requests tab
- 3 Click "Approve" for each request
- 4 Check Team Members tab to confirm
Troubleshooting
❓ Can't see the Team Member Management page?
You need admin privileges. If you should be an admin, contact your system administrator or check that your account has been properly set up with admin role in the database.
❓ Approved a user but they can't sign in?
After approval, new users need to visit the sign-in page at /auth/login and create a password. They may need to check their email for any additional instructions.
❓ Want to grant someone admin access?
Currently, admin roles must be set up in the database. Contact your system administrator or use the admin bootstrap process to grant additional admin access.