Team Member Statuses help administrators quickly understand where each staff member is in their Equip account lifecycle—who can log in, who is waiting to get started, and who no longer has access. These statuses make it easier to manage access, maintain clean records, and protect historical data.
📍 Where to View Team Member Statuses
Click your profile photo or initials in the top-right corner
Select Team Members
View the Status column for each team member
📨 Invited
What this status means
The team member has been added to Equip.
An invitation email has been sent.
The invitation has not yet been accepted.
What the team member can do
Nothing yet.
They cannot log in or access Equip until the invitation is accepted.
Common scenarios
A new staff member was added but hasn’t completed setup.
The invitation email went to spam.
The email address was entered incorrectly.
Admin actions
Resend the invitation.
Edit the email address if needed.
Remove the team member if they no longer need Equip access.
✅ Active
What this status means
The team member accepted their invitation.
They can log in and use Equip.
What the team member can do
Access features based on their assigned role and permissions (Admin, Supporter, custom roles, etc.).
Perform day-to-day work inside Equip.
Common scenarios
Active staff members and supporters.
Admin actions
Update roles or permissions.
Deactivate the team member if they leave the organization.
🚫 Inactive
What this status means
The team member has been deactivated by an administrator.
They can no longer log in to Equip.
What the team member can do
No access to Equip.
No new activity can be recorded under their account.
Important notes
All historical data created by this user (notes, goals, assessments, and more) is preserved.
This supports reporting, compliance, and audit needs.
Inactive users are not considered active staff.
Common scenarios
A staff member leaves the organization.
Admin actions
Reactivate the team member if they return.
Leave them inactive to preserve history without restoring access.
📝 Equip Tip: Keeping team member statuses up to date helps protect sensitive data, maintain accurate reporting, and ensure only the right people have access—without losing valuable historical records.