Team Members are the staff and administrators who use Equip to support your program. Add one Team Member at a time when you need to create an individual account, or use the import workflow when you are onboarding several Team Members at once.
📄 How It Works
Open your profile icon in the top-right corner.
Select Team.
Select Add Team Member.
Enter the Team Member’s Name, Email, Role, and optional Title.
Choose whether to keep Send Invite Email enabled.
If the selected role supports designated participants, review Enable Web Access and any supported participant assignments.
Select Add Team Member to save the account.
✅ Benefits
Faster onboarding — add a Team Member directly from the Team page.
Role-based access — assign the right role so each Team Member sees the tools and information they need.
Flexible invite timing — send the invite immediately or create the Team Member first and invite them later.
⚙️ Options
Send Invite Email — when enabled, Equip emails the Team Member an invitation to set up their account. Team Members who receive an invite remain inactive until they accept it.
Skipping the invite email — when Send Invite Email is turned off, Equip creates the Team Member without sending an email and marks the account active immediately.
Enable Web Access — this option appears only for roles where browser access is optional, such as Supporter-style roles. Admin and Owner-style roles always have web access, so the toggle is hidden for those roles.
Supported Participants — for roles limited to designated participants, choose the participants this Team Member should support.
💡 Best Practices
Confirm the Team Member’s role before saving so their permissions are correct from the start.
Leave Send Invite Email on when the Team Member should set up their own login immediately.
Turn Send Invite Email off when you need to stage Team Members before launch.
Use Import Team Members when onboarding several Team Members at once.
❓ FAQs
Where do I add a Team Member?
Go to Team from your profile menu, then select Add Team Member.
What happens if I turn off Send Invite Email?
Equip creates the Team Member without emailing them and marks the account active immediately.
Why do some roles hide Enable Web Access?
Admin and Owner-style roles always have web access. The toggle only appears for roles where web access is optional.
Can I import Team Members instead?
Yes. Use Import Team Members from the Team page when you need to add multiple Team Members from an Excel file.
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