> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Members

> Manage organization team members and roles

Member management covers inviting users to your organization, assigning roles, and maintaining appropriate access.

## Viewing Members

<Steps>
  <Step title="Navigate to Organization">
    Open your organization.
  </Step>

  <Step title="Open Members">
    Go to Settings > Members.
  </Step>

  <Step title="View List">
    See all organization members.
  </Step>
</Steps>

## Member Information

Each member entry shows:

| Field      | Description        |
| ---------- | ------------------ |
| **Name**   | User display name  |
| **Email**  | User email address |
| **Role**   | Organization role  |
| **Status** | Active or pending  |
| **Joined** | When they joined   |

## Inviting Members

<Steps>
  <Step title="Click Invite">
    Click "Invite Member" button.
  </Step>

  <Step title="Enter Email">
    Provide the user's email address.
  </Step>

  <Step title="Select Role">
    Choose Administrator or Member.
  </Step>

  <Step title="Send">
    Send the invitation.
  </Step>
</Steps>

### Invitation Status

| Status      | Meaning                           |
| ----------- | --------------------------------- |
| **Pending** | Invitation sent, not yet accepted |
| **Active**  | User has joined                   |
| **Expired** | Invitation expired                |

### Resending Invitations

For pending invitations:

<Steps>
  <Step title="Find Invitation">
    Locate the pending invitation.
  </Step>

  <Step title="Resend">
    Click resend to send a new invitation email.
  </Step>
</Steps>

## Changing Roles

<Steps>
  <Step title="Find Member">
    Locate the member in the list.
  </Step>

  <Step title="Edit Role">
    Click to edit their role.
  </Step>

  <Step title="Select New Role">
    Choose the new role.
  </Step>

  <Step title="Save">
    Save the change.
  </Step>
</Steps>

### Role Options

| Role              | Access Level                      |
| ----------------- | --------------------------------- |
| **Administrator** | Full organization access          |
| **Member**        | Study access based on study roles |

<Note>
  Changing roles takes effect immediately. Users see their new permissions on next page load.
</Note>

## Removing Members

<Steps>
  <Step title="Find Member">
    Locate the member to remove.
  </Step>

  <Step title="Remove">
    Click remove and confirm.
  </Step>
</Steps>

<Warning>
  Removing a member revokes access to all organization resources, including all studies. This action cannot be undone.
</Warning>

### Before Removing

Consider:

* Transfer any resources owned by the user
* Update study roles if needed
* Document the reason for removal

## Bulk Operations

For managing many members:

| Action          | How                  |
| --------------- | -------------------- |
| **Export List** | Download member list |
| **Bulk Invite** | Upload CSV of emails |

## Member Activity

View member activity:

* Last login time
* Recent actions
* Study access

Access from member detail view.

## Access Reviews

Conduct periodic access reviews:

<Steps>
  <Step title="Export Members">
    Download current member list.
  </Step>

  <Step title="Review Each">
    Verify each member should still have access.
  </Step>

  <Step title="Update">
    Remove or modify access as needed.
  </Step>

  <Step title="Document">
    Record the review completion.
  </Step>
</Steps>

## Best Practices

<AccordionGroup>
  <Accordion title="Principle of Least Privilege">
    Assign the minimum role needed.
  </Accordion>

  <Accordion title="Regular Reviews">
    Review membership periodically.
  </Accordion>

  <Accordion title="Prompt Removal">
    Remove access quickly when no longer needed.
  </Accordion>

  <Accordion title="Document Decisions">
    Keep records of access decisions.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Organization Roles" icon="shield" href="/roles-permissions/organization-roles">
    Role descriptions and permissions.
  </Card>

  <Card title="Audit" icon="clock-rotate-left" href="/organization-admin/audit">
    Review member activity.
  </Card>
</CardGroup>