How do I add or remove team members?

Last updated: February 10, 2026

Answer

Go to Admin > User management to add or remove team members. Click "+ Add user" to invite a new member, or click the edit icon next to an existing user to modify or remove them. Only users with the Admin role can manage team members.

Steps to add a team member

  1. Click User management in the left sidebar (under Admin)
  2. Click "+ Add user" in the top-right
  3. Fill in: First name, Last name, Email, and Role (Admin or Advisor)
  4. Click "Invite user"
  5. The new member will receive an email with setup instructions

Steps to remove a team member

  1. Go to User management
  2. Find the user and click the edit icon (pencil) next to their name
  3. Remove the user from the team

Good to know

  • Adding a user increases your seat count. Billing automatically adjusts if auto-scaling is enabled.
  • The current team size and subscription seats are shown at the top of the User management page.
  • Two roles are available: Admin (full access including admin settings) and Advisor (standard user — can record meetings and view their own data).

Related articles