Skip to main content

Understanding Team Member Statuses

Learn how Team Member Statuses work in Equip, including Invited, Active, and Inactive users.

Written by MaryGrace Flores

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.

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.

  • Perform day-to-day work inside Equip.

Admin actions

  • Update roles or permissions.

  • Set the team member to Inactive if they leave the organization or no longer need access.


🚫 Inactive

What this status means

  • The team member has been deactivated by an administrator.

  • They can no longer log in to Equip for that account.

What the team member can do

  • No access to Equip.

  • No new activity can be recorded under their account.

Important notes

  • Users cannot set their own status to Inactive.

  • If a Super Admin needs to be set to Inactive, another Super Admin must make the change.

  • If the current Super Admin is the only Super Admin, they should first assign another active team member the Super Admin role. The new Super Admin can then set the original Super Admin to Inactive.

  • All historical data created by this user is preserved.

  • Inactive users are not considered active staff.

Admin actions

  • Reactivate the team member if they return.

  • Leave them inactive to preserve history without restoring access.


💡 Best Practices

  • Keep team member statuses up to date to help 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.


❓ FAQs

Can I set myself to Inactive?
No. Another authorized admin must update your status. If you are a Super Admin, another Super Admin must set you to Inactive.

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.

Did this answer your question?