Team: invite, promote, and deactivate members

The Team tab in Settings is where you manage who has access to your HelpAlive dashboard — your teammates, not your end users. Open your dashboard and go to Settings → Team.

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Three sections, one screen

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Inviting a teammate

Click Invite to send a new invitation. You can invite one person at a time or several at once. Each invite needs:

• An email address in a domain allowed by your organization (see Security & Access).
• A role — Admin or Member.

HelpAlive emails the invitee a link to set their password and join. Invites appear in the Invites section with a status:

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Roles

Only admins can promote a member to admin, or demote an admin (including themselves). You can’t accidentally lock the organization out — there must always be at least one admin.

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Editing or deactivating a member

In Team Members, click the menu on any row to:

• Edit their role — promote to admin or demote to member.
• Edit their job role — the descriptive field (e.g. “Product Manager”). Admin-only.
• Deactivate — revokes their access without deleting them. They move to Inactive Members.

Deactivation is reversible. Click Reactivate in the Inactive Members section to give a former teammate access back, subject to your plan’s seat limit.

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Seat limits

Your plan caps the number of active members. If you’ve hit the limit, Reactivate and Invite are blocked until you deactivate someone else or upgrade. See Billing for the current count.

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Next steps