Team Management

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

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)

3. Click Send Invite.

The invited person will receive an email with instructions to set up their account. They can choose to sign in with email/password or Google SSO. Once logged in, they have access to all areas of the admin panel for your tenant, including offerings, investors, orders, settings, and team management.

All team members share the same level of access — there is no role-based permission system within a tenant. Any team member can view and manage offerings, investors, and settings.

Viewing Team Members

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

• Member — Name and email address.

• Role — The user's role (Issuer Admin).

• Status — Active or Deactivated.

• Joined — The date the member was added.

Your own account is marked with "You" in the actions column.

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.

Reactivating a Team Member

If a previously deactivated member needs to regain access:

1. Click the reactivate icon next to the deactivated member's name.

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

Permanently Deleting a Team Member

In some cases, you may want to permanently remove a team member's account (for example, if they were invited by mistake). Permanent deletion is only available for deactivated members who have no associated order history.

1. Click the delete icon next to the deactivated member's name.

2. Confirm the permanent deletion.

This action cannot be undone. The email address is freed and can be used to register with another organization if needed.