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Admins and Managing Editors open Organization settings → Teams to view members and invite people. Managing Editors see active members and invitations, but can’t change existing members’ roles, remove members, manage custom roles or transfer ownership. For what each built-in role can do, see Roles and permissions.

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Invite members

  1. Choose Invite User.
  2. Enter the Email address and choose the User Role.
  3. Choose Invite Team Member. The person gets an email with a link to join.
Invitations show in the member list as Pending invitation, with the status Invited. From an invitation’s menu, choose Resend Invite or Revoke Invite. Under Invite Settings, set Invite Expiration: how many days a new invitation stays valid, from 1 to 90. Choose Save invitation policy. It applies to new invitations and resends; existing ones keep their expiry date. If your organization requires company-domain sign-in, Weelkit warns you when you invite an address outside your approved domains.

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Members

The member list shows each member’s role, status, two-factor authentication and when they were last active. Search by name or email, and filter by role. Admins can filter by status (Active, Pending or Suspended). Managing Editors can choose All Statuses for active members and pending invitations, or Active for members only. Admins can use a member’s menu:
  • Change Role: pick the new role and choose Update Role. Their access changes immediately.
  • View sessions: see where the member is signed in, and sign out one session or all of them. This is recorded in the audit log.
  • Remove User: they lose access to the organization immediately. A removed member can be invited again with Invite Back.
The owner can’t be removed. To hand the organization to someone else, transfer ownership.

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Custom roles

Admins can create custom roles under Roles when the built-in roles don’t fit:
  1. Choose Create Role.
  2. Enter the Role Name and, if you like, a Description of who it’s for.
  3. Pick the Permissions it includes. Each one says what it allows. The Permission Matrix Reference lists every permission by category.
  4. Choose Create Role.
You assign custom roles like any other role, and they appear in the role lists by name. To change one, choose Edit; to remove it, choose Delete.

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Activity and audit

Activity & Audit shows recent team activity, such as invitations, role changes and removals. Admins can choose Export Activity to download the last 90 days as a CSV file, and open the full security audit log.