Team page overview

What the Team page is for The Team page under Organization → Team is where leaders manage who belongs to the workspace and what they can do. Agents may have read-only or no access depending on role — if you see Team in the sidebar, you likely help with hiring or permissions. Three tabs organize the work: | Tab | Purpose | |-----|---------| | Members | Active users, roles, seat assignment | | Invitations | Pending email invites | | Roles | Permission bundles assigned to members | Not every user sees every tab. Anymelk hides tabs when your permissions do not include that capability — for example, invitation managers without role admin rights see Members and Invitations only. Seat usage card At the top, seat usage summarizes how many member seats your subscription includes versus how many are consumed. Inviting beyond the plan limit may block new invites or trigger billing charges depending on your package. Check this card before large hiring waves. Members tab Lists everyone currently in the team: Name and email Assigned roles Status indicators (active, suspended if applicable) Actions: change roles, remove member, open detail Use Members for day-to-day “who is on the team?” questions and access reviews. Invitations tab Shows outstanding invites — email address, intended role, sent date, status. From here managers: Send new invites Resend when candidates lose the email Revoke mistaken invites before acceptance Pending invites also appear on the invitee’s personal home page until accepted. Roles tab Defines team roles — named permission sets like Agent, Senior Agent, Office Manager. Roles are not platform-wide; each team crafts its own (within plan limits). Editing a role updates every member carrying it — useful for rolling out a new permission to all seniors at once. See Roles explained for permission concepts in plain language. Who needs which tab Office managers — all three tabs routinely. Team leads — members + invitations; may view roles read-only. Line agents — often no Team page access; rely on leads for invites. If you need access you lack, ask an owner to adjust your role — do not share personal logins. Related home widgets Home widgets for Members , Invitations , and Roles link directly to the corresponding Team tab. Pin those widgets if you onboard staff weekly. Tours and help The team basics guided tour starts from the Team page when available. It highlights tabs, invite button, and seat card. Best practices Onboard with invite — never share one user account among agents; activity records attribute actions to individuals Review roles quarterly — remove ex-employees from Members promptly Name roles clearly — “Agent – North Branch” beats “Role 3” Team management keeps the workspace trustworthy — one person, one login, access that matches real job duties.