Manage Team Access

Invite teammates, assign roles, check acceptance, switch workspaces, and remove access, but keep at least one owner.

Use this workflow when you add a teammate, transfer ownership, examine pending invitations, or remove access. Team membership is the boundary for customer, invoice, finance, document, and settings data. Treat a role change as a security change.

Before You Start

Select the team you intend to manage.
Open Settings → Members.
Confirm your own role in Team Members.
Decide whether the person needs write access or full ownership.
Have the exact email address they use to sign in.

Choose the Right Role

Role	Use when
Owner	The person must manage settings, billing, roles, removals, security, and team deletion
Member	The person needs normal read and write access to workspace data
Viewer	The person needs read-only access; Eigenn supports current Viewers, but the invite form does not offer this role

Grant Owner only to people who must control billing and security. Owner access takes effect when the person accepts the invitation or when you change the role.

1. Check the Current Ownership

Select Team Members.
Search for the current Owners by name.
Count how many Owners remain.
Confirm which Owner is responsible for billing and security.

Do this before you demote an Owner, remove an Owner, or ask an Owner to leave. The last Owner cannot leave through the product.

2. Invite One or More People

Select Invite member.
Enter the first person's exact sign-in email.
Choose Member or Owner.
Select Add more for each other person.
Check every email and role.
Select Send invites.
Confirm that the success message reports the expected invite count.

An Owner can invite Owners or Members. A Member can invite Members, but Eigenn rejects a Member request to grant Owner. A Viewer cannot send invitations.

3. Confirm Pending Invitations

Select Pending Invitations.
Search by email.
Confirm each invitation shows the intended role.
Open the menu for an invitation that has the wrong email or role.
Select Remove.
Create a replacement invitation with the corrected values.

The removal of a pending invite is immediate and has no confirmation step. It affects only the invitation. It does not remove a person who already accepted.

Another invite to the same email and team updates the current pending invitation. It does not create a duplicate.

4. Have the Recipient Accept

Ask the recipient to sign in with the invited email. Then ask them to open the team selector or Settings → Account → Teams.

They can choose:

Accept to join with the assigned role
Decline to remove the invitation

Acceptance consumes the invitation and creates team membership. Eigenn restricts acceptance to the authenticated email. If you forward the invite, it does not transfer access to another account.

The pending list has no visible expiry or resend action. If the invitation does not arrive, check the email. Then remove the row and send a new invitation.

5. Confirm Membership

After acceptance:

Refresh Settings → Members.
Search by the person's display name.
Confirm the email and role.
Ask the person to switch to the team.
Ask them to check a read or write action that is correct for their role.

The member search now filters by display name and not by email. If an email search returns no row, search the person's name or scan the list.

6. Change a Role

Only an Owner can change roles.

Find the member.
Open the role selector.
Choose Owner or Member.
Wait for the list to refresh.
Check the new role.

The current selector does not offer Viewer. A current Viewer membership stays read-only. To change a person to or from Viewer, you need a supported administrative path outside this screen.

Transfer practical ownership

Promote the new responsible person to Owner.
Confirm that they can open team Settings.
Confirm that they understand the billing and security responsibilities.
Demote the previous Owner to Member when this is correct.
Recheck that at least one Owner remains.

Role changes are immediate. They do not need approval from the affected person.

7. Remove a Member

Only an Owner can remove another member.

Confirm the team and member identity.
Check if the member is an Owner.
Transfer any operational ownership before removal.
Open the member's action menu.
Select Remove Member.
Confirm the dialog.
Refresh the list.
Confirm that the member is gone.

Removal revokes this team's membership. It does not delete the user's account, their work history, or memberships in other teams.

8. Leave a Team

Open Settings → Account → Teams or use your own row under Settings → Members.

Choose Leave Team.
Read the warning.
Confirm the action.

After you leave, you need a new invitation to get access again. If the team was active, Eigenn clears that active-team selection.

The last Owner cannot leave. Promote another person to Owner first. Check the promotion before you try again.

9. Switch or Manage Another Team

Open Settings → Account → Teams.

Select View to switch the active workspace and open its overview.
If you are an Owner, select Manage to switch the workspace and open its Settings.

Always wait for the workspace switch to finish before you change members or data. The page can show many teams. But write operations apply to the active team context.

10. Check Enterprise Organization Access

Normal team role management happens under Members. Eigenn keeps the enterprise domain and SSO details under Settings → Account → Organizations. Only the recorded organization owner can see them.

Eigenn does not automatically list an account with the team role Owner as the recorded organization owner. If the organization does not appear, manage membership in Teams. Then ask the recorded owner to manage the domain or the SSO setup.

When provider-backed admin links are available, they open an external portal for domain verification and SSO. Do not share those session links in place of the correct team role.

Access Review Checklist

The active team is correct.
Every Owner still needs full administrative control.
At least one trusted Owner remains.
Members have write access only where they need it.
Current Viewers are still correct for read-only access.
Pending invitations use exact sign-in emails.
No stale or mistaken invitations remain.
You removed departed people from the membership.
The recorded organization owner manages the enterprise identity access.

Troubleshoot

Send invites fails for an Owner role

Only a current Owner can invite another Owner. If you are a Member, send a Member invitation or ask an Owner.

Send invites fails even for a Member role

Confirm that you are not a Viewer and that the correct team is active. Viewers can read the member page but cannot write.

The recipient cannot see or accept the invite

Compare the invite email with the authenticated account email exactly. Remove and recreate the invite if the address or capitalization is wrong.

The invitation email did not arrive

Check the pending row first. If it exists, remove it and send a new invite. There is no resend control in the current interface.

I cannot find a member by email

Search their display name. The table shows the email, but the current member-table filter does not use it.

I cannot select Viewer

The current visible role selector offers only Owner and Member. Current Viewer access stays read-only. But the screen does not give Viewer assignment.

I cannot demote myself

If you are the only Owner, promote another trusted member first. Self-demotion becomes available only when another Owner remains.

I cannot leave

The final Owner cannot leave. Assign another Owner. Check the role change before you try again.

A removed member still appears active elsewhere

Refresh the member list and confirm the correct team. Removal affects this team only. The person's user account and other team memberships stay valid.