Open Manage Team from the gear icon. The page lists everyone on your organization — Billing, Managers, Staff, and Guests — on one list (/staff). Use the role chips if you want to show only Guests or only Staff. Archived in the toolbar switches to people you have archived (/staff/archives).
While you are in team management, a secondary navigation strip under the header links to Manage Team, Manage Profiles, Manage Groups (Premium), and Organization Settings — the same destinations as the gear menu.
Manage Team is a website feature. Inviting and editing team members is done on the web, not in the mobile app.
When to use Staff vs. Guests
| Use Staff when… | Use Guests when… |
|---|---|
| The person is part of your organization | The person is outside your organization |
| They'll work with multiple profiles, often across groups | They only need access to specific profiles |
| You want to grant access by group, not profile-by-profile | You want fine-grained access on a profile-by-profile basis |
| Common: support workers, nurses, supervisors | Common: parents, doctors, school teachers |
If you're not sure, ask: "Will this person move between profiles as part of their job?" If yes, Staff. If they need just one or two profiles, Guest.
Roles inside Staff
When you invite someone as Staff, you choose their role:
- Billing — full access plus subscription/payment. An organization can have more than one Billing user. See Transferring billing ownership.
- Manager — full access except billing. Can invite team members and manage profiles.
- Staff — track data, log incidents, administer medications (depending on permissions). Can't manage other team members.
See Adding a team member to invite someone, or Editing a team member's role and permissions to promote Staff to Manager.
What managing the team looks like
From the Manage Team page on the website, you can:
- Sort the list by Name, Created, Role, or Title (click the column header).
- Use Filter by name or email to narrow the list.
- See invitation state at a glance: small Pending or Expired badges next to names when applicable.
- Click someone's name to open their edit page (
/staff/edit/…) for role, groups, permissions, and Resend invite when needed. - Use ARCHIVE on the row to remove access (with a confirmation dialog), or use the archive control on their edit page.
- Review former members on the Archived Members tab.
Family Plan note
Family Plans only have Guests — there's no Staff or Manager role. The whole team management story on Family Plans is "who else can see this profile?"