Team Members
The Team Members page is accessible from the Settings menu (gear icon). It shows all current team members and allows admins to manage roles and invitations.
Member list
Each member card shows:
- Avatar (photo or initials)
- Full name
- Email address
- Role badge (admin, editor, viewer, or guest)
- Actions menu (three-dot icon) for management
Roles
| Role | Permissions |
|---|---|
| Admin | Full access: manage members, settings, approve projects, reset passwords |
| Editor | Create and edit projects, import files, modify BOM/PnP data |
| Viewer | Read-only access to projects and data |
| Guest | Access limited to assigned Spaces only |
Member management
Admins can perform the following actions from the member's action menu:
- Change member role
- Edit member name
- Reset member password
- Disable or re-enable account
- Remove member from team
Invitations
Click Invite to send an email invitation to a new team member. Enter the email address and select a role. The invitation includes a unique link to join the team. Pending invitations are visible in the member list.
Auto-join
If an auto-join domain is configured in Team Settings, users with a verified matching email address are automatically added to the team after confirmation.
Search
Use the search box to filter members by name or email.
Invitation delivery
An invitation can be saved even when its email fails. Gerbtrace shows an error with the delivery status; use Resend invitation on the pending invitation to retry sending the same invitation. Only active team admins can send or resend pending, unexpired invitations.
Deleting your account
Before deleting an account that is the last active admin of a team, appoint another active admin or arrange for the team to be deleted. Account deletion preserves team projects, packages, uploaded files, and subscriptions. Your creator and audit references are removed from retained shared records.