Team Management

The Team page lets you invite additional administrators or viewers to your issuer panel and manage their access.

team page

Inviting a Team Member

To invite a new team member:

1. Click Invite Member on the Team page

2. Fill in the invite form:

   • First Name (optional)

   • Last Name (optional)

   • Email Address (required)

   • Role (required)

     • Issuer Admin — full access to offerings, investors, orders, settings, and team management; counts toward your plan’s seat limit

     • Issuer Viewer — read-only access to all sections; does not count toward your plan’s seat limit

3. Click Send Invite

After sending the invitation, the new member will appear in the team table with Status = Pending until they accept the invite and complete their sign-in. The invited person will receive an email with instructions and a link to the Accept Invite page. They can choose to sign in with email/password or Google SSO. Once they’ve accepted, their status changes to Active and they gain the access level associated with their role.

In development mode, the invite response includes an inviteUrl field so you can copy the invitation link directly.

Only the account owner (or a super-admin) can invite team members. Seat limits apply only to Issuer Admin roles; you can invite unlimited Issuer Viewers on any plan.

Viewing Team Members

The team table shows all current, invited, and former team members with the following information:

• Member — Name (or a placeholder “—” if no name provided) and email address

• Role — Issuer Admin or Issuer Viewer

• Status —

  • Active — has accepted the invite and can log in

  • Pending — invited but has not yet accepted (no password set)

  • Deactivated — access revoked after acceptance

• Joined — The date the member was added

• Actions —

  • 🔄 Resend Invite (for Pending invitations only)

  • 🗙 Deactivate (for Active members)

  • ✔️ Reactivate (for Deactivated members)

  • 🗑️ Delete Permanently (for Pending or Deactivated members with no order history)

  • 🔁 Change Role (for Active members only)

  • 👑 Transfer Ownership (for the current Active account owner only)

Invited members who have not yet accepted appear as Pending, with Resend Invite and Delete Permanently actions available. Your own account is marked with You in the Actions column and cannot be deactivated or deleted.

Resending an Invitation

If a team member was invited but has not yet joined (inactive and no password set), you can resend their invitation:

1. Click the resend icon (🔄) next to the member’s name

2. A new email will be sent, invalidating any previous invite link

In development mode, the API response includes the new inviteUrl for easy testing.

Deactivating a Team Member

To revoke a team member’s access without deleting their data:

1. Click the deactivate icon (🗙) next to the member’s name

2. Confirm the action

Deactivated members can no longer log in, but their historical data (such as any actions they performed) is preserved for audit purposes.

Only the account owner (or a super-admin) can deactivate other members. You cannot deactivate yourself while you are the account owner — you must transfer ownership first.

Reactivating a Team Member

If a previously deactivated member needs to regain access:

1. Click the reactivate icon (✔️) next to the member’s name

Their access is restored immediately and they can log in again.

Permanently Deleting a Team Member

You can permanently remove a team member’s account only if they are Pending or Deactivated and have no order history. Permanent deletion frees the email address so it can be used to register with another organization.

1. Click the delete icon (🗑️) next to the member’s name

2. Confirm the permanent deletion

This action cannot be undone.

Changing a Team Member’s Role

Account owners (and super-admins) can change the role of an Active team member at any time:

1. Click the change role icon (🔁) next to the member’s name

2. In the dialog, select Issuer Admin or Issuer Viewer

3. Confirm the change

Promoting a user to Issuer Admin is subject to your plan’s seat limit. If you’ve reached the limit, you’ll see an error suggesting you invite as a Viewer or upgrade your plan.

Transferring Account Ownership

To transfer account ownership to another Active Issuer Admin:

1. Click the transfer ownership icon (👑) next to the member you want to make the new owner

2. Confirm the transfer

After transfer, the selected member becomes the account owner and you lose owner privileges (you remain an Issuer Admin). You cannot transfer ownership to a Pending or Deactivated member.

API Endpoints

All team management operations are exposed via the public API. You can explore and test these endpoints in the interactive OpenAPI reference: https://om.bitbond.com/api/docs

The main endpoints include:

• List members — GET /api/issuer/team

• Invite member — POST /api/issuer/team/invite

• Resend invitation — POST /api/issuer/team/:id/resend-invite

• Deactivate member — DELETE /api/issuer/team/:id

• Reactivate member — PATCH /api/issuer/team/:id/reactivate

• Change member role — PATCH /api/issuer/team/:id/role

• Transfer ownership — POST /api/issuer/team/:id/transfer-ownership

• Permanently delete member — DELETE /api/issuer/team/:id/permanent

If you need to review an audit trail of team actions, see the Audit Log page for offering-scoped filtering and a complete history of administrative activity.