Managing Team Members

Learn how to view, filter, and manage your team members in ToolTrack AI, including understanding roles and status badges.

Managing Team Members

The Team page is your central hub for managing everyone in your organization. You can access it from the sidebar by clicking Team.

Understanding Roles

Every team member in ToolTrack AI is assigned one of three roles:

  • Owner — Full control over the organization, including billing, settings, and all team management actions. There is one Owner per organization.
  • Admin — Can invite and remove members, manage tools, approve access requests, and run onboarding workflows. Admins cannot change billing or organization settings.
  • Member — Can view assigned tools, request access to new tools, and complete onboarding tasks. Members cannot manage other users.

Roles are displayed next to each person's name on the Team page. Only Owners and Admins can change a member's role.

Status Badges

Each team member has a status badge that tells you where they stand:

  • Active — The member has accepted their invitation and is currently part of the organization.
  • Pending — The member has been invited but has not yet accepted. They will appear in the pending invitations table until they join.
  • Offboarded — The member has been removed from the organization through the offboarding process. Their record is kept for audit purposes.

Filtering the Team List

Use the filter controls at the top of the Team page to narrow down the list. You can filter by:

  • Role — Show only Owners, Admins, or Members.
  • Status — Show only Active, Pending, or Offboarded members.
  • Department — If your organization uses departments, filter by department name.

Filters can be combined. For example, you can view all active Admins in the Engineering department at once.

What You Can Do From Here

From the Team page you can invite new members, change roles, and initiate offboarding. Each of these actions is covered in its own help article.