If your company hires someone new, changes contacts, or someone leaves, the team list can quickly get out of date. Operators often end up fixing these requests manually.
However, if the operator of your space has turned on team management, your company's Contact Persons or Billing Persons can update the team list directly in the Member Portal. This helps keep access, integrations, and contact records accurate without asking an admin to make every change.
Prerequisites
To manage team members:
Your workspace operator must turn on company team management.
You must be assigned the Contact Person or Billing Person role for your company.
If you cannot see the Team Members page on the Member Portal or don't have the option to add new members and change their statuses, please contact your workspace administrator.
View your company's team members
You can see everyone assigned to your company and their current status.
Log in to the Member Portal.
Go to Account > Team Members.
The page lists all members associated with your company, including:
Name
Email
Status (Active, Contact, or Former)
Add a new company member
Use this when someone new joins your company or should be added as a contact.
Log in to the Member Portal.
Go to Account > Team Members.
Click Add Member.
Enter the member's Name and Email.
Select a Status:
Active – The member receives an automatic invitation to the Member Portal.
Contact – The member is listed as a contact, but an admin must send the invite.
Click Add.
The new person is added to your company's team directory.
Edit a company member
Use this when someone changes roles or leaves the company.
Log in to the Member Portal.
Go to Account > Team Members.
Click the pencil icon
next to the member's status.
Edit the Name.
Change the member's Status:
Active – The member has an active membership and receives access to services and the Member Portal.
Contact – Temporarily remove their access to services and the Member Portal.
Former – The person is no longer an employee.
Click Update.
Restrictions to prevent accidental changes
Company contacts cannot perform certain actions to prevent accidental changes to access.
You cannot:
Change your own status.
Change the status of members outside your company.
Change the status of a member who has an active membership.
If one of these changes is needed, contact your workspace administrator.
Understand member statuses
Each status controls how the system treats the person.
Status | What it means |
Active | An active member has at least one active membership. Active members can access the Member Portal and may receive access to services through door access control. |
Contact | A Contact is any community member (company member or an individual) who doesn't use any of the space services and membership plans. Contacts don't automatically receive access to the Member Portal. |
Former | Former members are individuals who have terminated all their memberships; they are no longer with the company and have no access to the Member Portal. |
Changing a member's status from Active to Contact or from Active to Former removes their access to the Member Portal. The workspace admins also receive an email notification.