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.
