Your team is the backbone of your photography business.

The Team page lets you invite new members, manage their details, and keep your roster up to date. Here's everything you need to know about adding, editing, and removing team members in Photeria.

Getting to the Team Page

Navigate to Team in the sidebar. You'll land on the Members tab by default, which shows a table of everyone on your team. You can also switch to the Roles and Skills tabs using the tab bar at the top.

Viewing Your Team

The Members tab displays a table with the following columns:

• Name - The team member's full name and avatar. Members who haven't yet activated their account will show a yellow "Pending" badge.
• Email - Their email address.
• Phone - Their phone number, if provided.
• Role - The role assigned to this member (displayed as a badge).
• Areas - The service areas they cover. If no specific areas are assigned, it shows "All Areas."
• Calendar - Whether they have connected their Google Calendar (shown with a Google Calendar icon).

Use the search bar at the top to filter members by name, email, role, or skills.

Adding a New Team Member

1. On the Members tab, click the Add Member button in the top-right corner.
2. The Invite Team Member dialog will appear. Fill in the following fields:
   • First Name (required)
   • Last Name (required)
   • Email (required) - This is where the invitation will be sent.
   • Phone (optional)
   • Role (required) - Select a role from the dropdown. If you haven't created roles yet, you'll need to do that first on the Roles tab.
3. Click Send Invite.

The new member will receive an invitation email. Until they accept the invite and set up their password, they will appear in the team list with a Pending badge next to their name.

Note: You need the "Team Manage" permission to add new members. If you don't see the Add Member button, check with your administrator.

Resending an Invitation

If a team member hasn't received or has lost their invitation email, you can resend it:

1. Find the member with the Pending badge in the team list.
2. Click the send icon (paper plane) in the row actions on the right side of their row.
3. The invitation will be resent to their email address.

Resend invites are rate-limited to prevent spam, so you may need to wait before sending again.

Editing a Team Member

1. Click the edit icon (pencil) on the right side of the member's row.
2. The Manage Team Member dialog will open, showing the member's avatar, name, and email at the top.
3. You can update the following:

Role

Use the Role dropdown to change their assigned role. Each role comes with specific permissions that control what the member can access.

Important: You cannot change your own role. The dropdown will be disabled if you're editing your own profile, with a note that says "You cannot change your own role."

Accepting Orders

Toggle the Accepting Orders switch to control whether this member appears in the photographer assignment dropdown when scheduling jobs. This is useful for temporarily removing someone from the available photographer list without removing them from the team.

Skills

Under the Skills section, click on skill badges to toggle them on or off for this member. Selected skills appear highlighted. Skills determine which types of jobs this member can be assigned to.

Service Areas

If your organization has service areas set up, you'll see a Service Areas section. By default, the All Areas toggle is on, meaning the member covers every area. Turn it off to select specific areas they cover by clicking on the area badges.

Click Save Changes when you're done.

Removing a Team Member

1. Click the delete icon (trash can) on the right side of the member's row.
2. A confirmation dialog will appear warning you that this will delete their profile and revoke their access to the organization. This action cannot be undone.
3. Click Remove to confirm.

The member will immediately lose access to the organization. Their profile and all associated data (skills, service area assignments) will be deleted.

Understanding Member Status

• Active - The member has accepted their invite and set up their password. They can log in and use the platform.
• Pending - The member has been invited but hasn't yet set up their password. They'll show a yellow "Pending" badge next to their name. You can resend the invitation if needed.

Permissions Required

Managing team members requires specific permissions:

• Viewing the team list - Requires the "Team Read" permission.
• Adding, editing, and removing members - Requires the "Team Manage" permission.
• Resending invitations - Requires the "Team Manage" permission.

If you don't see certain buttons or actions, your role may not include these permissions. Contact your organization administrator to request access.