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Managing Members

Learn how to manage existing team members in your department.

Permissions

Opening the Members page requires the View Members permission. Editing, removing, and changing roles each require their own permission (Edit Members, Remove Members, and Manage Roles). The built-in Admin role has all of them.

Viewing Your Team​

  1. Navigate to Members under the Entity Management section of the sidebar
  2. You'll see two tabs: Members (accepted members) and Pending (outstanding invitations)

Each member row shows their name, email address, and role (as a colored badge — any built-in or custom role).

You can search by name or email, filter by role, and page through large teams (10–100 rows per page).

Member Statistics​

At the top of the Members page, you'll see quick stats:

  • Total Members - Accepted members across all roles (pending invitations are counted separately)
  • Pending Invitations - Invitations waiting to be accepted
  • Administrators - Members who hold the Admin role

Changing a Member's Role​

  1. Find the member in the list
  2. Open their ⋯ menu (or right-click the row) and choose Change Role
  3. Select the new role — the list includes all of your department's roles
  4. Click Save Changes

You can also open View Profile to see a member's role and access summary, or Edit Member to update their name and role together.

note

You can't change your own role, and ResponderOne blocks any change that would leave the department without a role manager.

Removing a Member​

  1. Find the member in the list
  2. Open their ⋯ menu (or right-click the row) and choose Remove from Entity
  3. Confirm the removal — the confirmation toast includes an Undo option

What happens when you remove a member:

  • They immediately lose access to your department
  • They can no longer view resources in the portal or app
  • If they belong to other departments, those aren't affected
  • Their account isn't deleted, just their membership to your department

Bulk Actions​

Select multiple rows with the checkboxes to act on them together: Change Role or Remove for members, and Resend or Revoke for pending invitations. Bulk removals and revocations can also be undone from the toast.

Best Practices​

  • Limit the number of administrators to those who need it
  • Regularly review your member list and remove inactive users
  • Use clear naming conventions so you can identify members easily