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Team & Business

Managing Team Members

Edit roles, monitor activity, and manage your team.

3 min readUpdated: 1/25/2026

Managing Team Members

Manage your team's access and monitor their activity.

Viewing Your Team

Go to SettingsTeam to see:

  • All team members
  • Their roles
  • Status (active, pending, suspended)
  • Last active date

Editing a Team Member

Change Role

  1. Click on the team member
  2. Click Change Role
  3. Select new role
  4. Save

Update Information

  1. Click on the team member
  2. Click Edit
  3. Update name or other details
  4. Save

Suspending Access

Temporarily suspend a member:

  1. Click on the team member
  2. Click Suspend
  3. Confirm

They lose access immediately but aren't removed.

To reactivate:

  1. Go to suspended member
  2. Click Reactivate

Monitoring Activity

Team Activity Feed

View what your team is doing:

  1. Go to TeamActivity
  2. See recent actions by team members

Individual Activity

View one person's actions:

  1. Click on their profile
  2. View Activity Log

What's Tracked

  • Logins
  • Transactions viewed
  • Refunds issued
  • Settings changed
  • Customers updated

Requiring 2FA

Require two-factor authentication:

  1. Go to TeamSettings
  2. Enable Require 2FA for all members
  3. Members have 7 days to enable

Session Management

See active sessions:

  1. Click on team member
  2. View Active Sessions
  3. See devices and locations

Force logout:

  1. Click Log Out All Devices
  2. Member must re-authenticate

Team Notifications

Control who gets notified:

  1. Go to TeamNotifications
  2. Set notification preferences per role
  3. Or per individual

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