Team Management
Inviting Your TeamLearn how to add or invite team members to Equip so they can access the platform with the right role and permissions from the start.
Re-Inviting Your TeamLearn how to resend an Equip invitation to team members who haven’t accepted yet or need a fresh invite link.
Editing and Managing Your TeamLearn how to edit user profiles in Equip, including roles, contact details, and settings for your team members.
Importing Your TeamLearn how to import multiple team members into Equip using a spreadsheet to save time and streamline user onboarding.
Setting a Team Member as InactiveLearn how to set a user as inactive (archive them) in Equip to remove access without deleting data.
Assigning Participants to SupportersLearn how to assign participants to supporters with Designated Access in Equip. This step-by-step guide shows you how to manage supporter visibility, adjust access settings, and securely control who can…