Team Members are the staff, administrators, supporters, mentors, guides, and other roles who use Equip to support your program. Add one Team Member at a time when you need to create an individual account, or use import when you are onboarding several Team Members at once.

📄 How It Works

Open your profile photo or initials in the top-right corner.
Select Team Members.
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 optional browser access, review Enable Web Access.
For designated-access roles, choose the participants this Team Member should support.
Select Add Team Member to save the account.

🔐 What the Team Member Sees First

If Send Invite Email is enabled, Equip sends the Team Member an invitation email.
If the account requires SSO, the invitation page shows the enabled SSO buttons, such as Sign in with Google or Sign in with Microsoft, instead of the password setup form.
If SSO is enabled but not required, the invitation page may show SSO buttons plus the standard profile and password setup form.
If SSO is not required and the Team Member uses email and password, they complete their profile, set a password, and select Save and Continue.
After the invitation is accepted, Equip marks the Team Member active for the account. Browser access still depends on their role and web access settings.

📨 Sending Invites in Bulk

Use the Send Invite batch action when team members already exist in Equip and need invitation emails sent or resent in bulk.

Open Team Members.
Select Batch Actions.
Choose Send Invite.
Select the eligible team members.
Select Send Invite in the action bar.

⚙️ Options

Send Invite Email emails the Team Member an invitation to set up their account. Team Members who receive an invite cannot access Equip until they accept it.
Skipping the invite email creates the Team Member without sending an email and marks the account active immediately.
Enable Web Access 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 appears for roles limited to designated participants.

💡 Best Practices

Confirm the Team Member’s email address before sending the invite.
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.
For SSO accounts, make sure the Team Member’s Equip email matches their Google or Microsoft identity.

❓ FAQs

Where do I add a Team Member?
Go to Team Members 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.

What if the account requires SSO?
The Team Member accepts the invitation by selecting an enabled SSO provider. They will not create an Equip password in that flow.

Can I import Team Members instead?
Yes. Use Import Team Members from the Team Members page when you need to add multiple Team Members from an Excel file.

Sending Multiple Team Member Invites
Re-Inviting Your Team
Understanding Team Member Statuses
Importing Team Members in Equip
Managing SSO and Authentication Settings

Inviting Your Team