Overview
Team Members manages client logins for the selected deal. Add or reuse passwordless email-code logins, correct a member's name or email, archive or reactivate access, and let admins use each member's More menu to preview, remove access, or grant tightly bounded booked-meeting status updates.
How to use this page
Select the client deal
Choose the client in the switcher. The page and every action are scoped to that selected deal, so a multi-deal client login can be managed one deal at a time.
Review the team
The stat band shows Active and Archived members for this deal. Each directory row shows the member, email, join date, optional last login, Email code enabled, and available actions. A Meeting status badge identifies a member with the selected deal's active grant.
Add a member
Click Add User, enter a name and email, then choose Add User. A new email creates a client login for the selected deal. An existing client login can be added to this deal and reactivated when needed.
Edit client details
Choose Edit on another member's row, update the name or email, then select Save details. Email is required, validated, and cannot duplicate an existing client login. The current user cannot edit their own card here.
Use More for secondary actions
Select More on another member's row to open the action menu. From there, archive or reactivate the member. Admins can also enable or disable meeting status access, use Login as user for an active member, or remove that member from the selected deal.
Grant booked-meeting status access when needed
Admins can select More, then Enable meeting status for an active member and confirm the grant. That member can change only Meeting Set records to Prospect Cancelled, Meeting Held, Win, Meeting Held, Unqualified, Reschedule, or Client Handled. The grant does not allow changes to meeting dates, owners, notes, or other fields. Select Disable meeting status to remove it.
Archive, preview, or remove access
More contains Archive user or Reactivate user for any other member. Admins can use Login as user for an active member or Remove from deal to remove the selected deal membership, subject to activity protections.
What the buttons do
- Edit
- Opens the Edit Client User dialog to correct another member's name or email.
- More
- Opens secondary actions for that member, including archive or reactivate. Admins also see meeting status access, Login as user, and Remove from deal when allowed.
- Add User
- Creates a new client login or adds an existing login to the selected deal.
- Archive user / Reactivate user
- More-menu actions that stop or restore selected-deal access while preserving the login and history.
- Enable meeting status / Disable meeting status
- More-menu actions for admins. Gives or removes the selected deal's tightly limited Meeting Set status-update access for an active member.
- Login as user
- More-menu action for admins. Opens the member's permitted view with this deal selected.
- Remove from deal
- More-menu action for admins. Removes access only to the selected deal while retaining other memberships when applicable.