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. Premium and Impact plans have the ability to create teams, and invite members to your team. You may need to manage team seats if you do not have any available.

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 Settings 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 Settings 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 Settings 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 Settings 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 set to Active, they can access the team and its clients and perform actions based on their assigned permission levels.

When a team member is set to Inactive, they no longer have access to the team or team clients. This provides a flexible alternative to fully removing someone from the team; ideal if they are taking a temporary break or leave.

Inactive team members do not count toward your active seat limit, allowing you to temporarily replace them if needed. When they are reactivated, their access and information are automatically restored to their previous settings.