Inviting and managing members

Only team Owners can invite and manage members of the team. You can invite someone already using Doulado, or someone who can create an account while being added to the team. Team plan accounts can have up to 10 total team members!

Inviting or adding a new team member

  1. Open the profile menu in the upper right
  2. Switch to the team you want to manage
  3. Click the gear icon by the team name
  4. Go to the Roles tab
  5. Click the + Invite button in the role you want to assign the new member
  6. Type in one or more email addresses to invite
  7. Click Send Invite
  8. If the email matches an existing Doulado user, they will be added to the team now. If not, they will receive an email with a link to create their account.
  9. You can re-send the invitation using the Envelope icon, or delete the invitation with the Trash icon


Editing a team member's permissions or role

  1. Open the profile menu in the upper right
  2. Switch to the team you want to manage
  3. Click the gear icon by the team name
  4. Go to the Roles tab
  5. Click the Pencil icon next to the team member
  6. Select the new permission level or role
  7. Click Save
  8. The team member will move to the selected role group

Removing a team member from the team

  1. Open the profile menu in the upper right
  2. Switch to the team you want to manage
  3. Click the gear icon by the team name
  4. Go to the Roles tab
  5. Click the Remove icon next to the member's name
  6. Confirm you want to continue
  7. The team member will be removed from the team immediately and lose access to team content. They will be removed from any clients owned by the team, and the team owner can share them again if desired.

Changing the status of a team member

  1. Open the profile menu in the upper right
  2. Switch to the team you want to manage
  3. Click the gear icon by the team name
  4. Go to the Roles tab
  5. Click the Pencil icon next to the team member
  6. Change the status to Active or Inactive
  7. Click Save to update team member

When a team member is Active, they can access the team and do anything in the team within their permission levels. When a team member is Inactive, they can no longer access the team or team client. This is another option other than removing the team member from the team entirely if they are taking a pause or leave from their work. When they are inactive, they are not taking up an "active" seat on the team and can be replaced with another team member temporarily. Once they are changed to active again, all of their access and information will return to normal.