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Team Settings: Members

The Members & access section of Team Settings lets Team Admins invite people, review who has access, and control what each person can do. Active members and pending invitations appear together in one table, so you can see everyone who can reach your team at once.

The members table

Each row is either an active member or a pending invitation:

  • Member — avatar, display name, and email address.
  • Roles — badges showing every User Group the person belongs to.
  • Status — Active, with details of when they last logged in (or "Never logged in"), or Invited, with the date the invitation was sent.
  • Actions — role and removal controls, described below.

Searching and filtering

You can search by name or email. You can also filter by Role to see everyone with a particular User Group. Filter by Status to show only Active members or only Invited people.

Requiring two-factor authentication

Selecting the Require two-factor authentication checkbox means every member of the team must set up two-factor authentication before they can use OCS. This includes the admin who turned it on. Members of teams that haven't turned it on are unaffected. The setting is off by default.

Inviting a new member

Team Admins add people to the team by invitation, using Invite people. Each invitation is an emailed link to join the team, sent when the Team Admin selects Send Invitation.

An invitation counts as a pending member. The invited person appears in the members table straight away with Invited status, and stays there until they accept.

A pending invitation can be managed in two ways:

  • Resend sends the invitation email again, for example if the original was missed.
  • Cancel withdraws the invitation, so the link no longer gives access to the team.

Editing a member's role

Select the edit (pencil) icon on a member's row to open their details. The details page shows their information, alongside a form for changing their roles.

You can't edit your own role from this page — only another Team Admin can change it. See User Groups for what each role grants access to.

Removing a member or invitation

Select the remove (X) icon on a member or invitation row, then confirm. You can also open a member's details and select Remove from Team (or Leave Team for your own membership). Removing a member revokes their access immediately; they must be invited again to regain it.

Note

A team must always keep at least one Team Admin. If you try to remove the last one, OCS blocks the action until another member is made a Team Admin.

See also