Team Member statuses help administrators understand where each staff member is in the account lifecycle: who has not been invited yet, who is waiting to accept, who can access Equip, and who no longer has access.

📍 Where to View Team Member Statuses

Open your profile photo or initials in the top-right corner.
Select Team Members.
Review the Status column for each team member.

📨 Not Invited

What this means: The team member exists in Equip, but no invitation email has been sent yet.
What the team member can do: They cannot accept an invitation until one is sent. Access depends on their account status, role, and whether they have a sign-in method.
Admin actions: Send an invitation, confirm the email address, edit the profile, or remove the user if they should not have access.

📨 Invited

What this means: An invitation email was sent, but the team member has not accepted it yet.
What the team member can do: They cannot access Equip until the invitation is accepted.
Admin actions: Resend the invitation, edit the email address if needed, or remove the team member if they no longer need access.

✅ Active

What this means: The team member is active for the account. This usually happens after they accept an invitation, or when an admin creates the account without sending an invite email.
What the team member can do: Access Equip based on their assigned role, permissions, mobile access, and web access settings.
Admin actions: Update roles or permissions, enable web access where applicable, or set the team member to Inactive if they leave the organization.

🚫 Inactive

What this means: The team member has been deactivated by an administrator.
What the team member can do: They can no longer access Equip for that account.
Admin actions: Reactivate the team member if they return, or leave them inactive to preserve history without restoring access.

🔐 Status and First Sign-In

Team members who receive an invitation become active after accepting it.
If Require SSO Login is on, the invitation page uses the enabled SSO provider buttons and does not show password setup.
If a team member cannot sign in after becoming active, review their role, web access, mobile access, email address, and SSO configuration.
Users cannot set their own status to Inactive. If a Super Admin needs to be set inactive, another active Super Admin should do it.

💡 Best Practices

Keep team member statuses up to date to protect sensitive data.
Keep at least one active Super Admin on the account at all times.
Use Inactive instead of deletion when historical records should remain available.
Use the status filter to find team members who still need an invite or need follow-up.

❓ FAQs

Can I set myself to Inactive?
No. Another authorized admin must update your status.

I am the only Super Admin. What should I do before being removed?
Assign another active team member the Super Admin role first. The new Super Admin can then set your status to Inactive.

Does Active always mean the team member can use the web app?
No. Active means the account membership is active. Browser access still depends on the team member’s role and web access settings.

What is the difference between Not Invited and Invited?
Not Invited means no invitation email has been sent. Invited means an invitation was sent but has not been accepted yet.

Inviting Your Team
Re-Inviting Your Team
Sending Multiple Team Member Invites
Enabling Web Access for Multiple Team Members

Understanding Team Member Statuses