Workspace members
Managers use People → Members for invitations and access roles, separate from personnel files.
Managers use People → Members for invitations and access roles, separate from personnel files.
Where to find it
Web: open People. Desktop: Business → People, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Members | /team/members | List, view or tab | Native screen |
Start working
Step 1
Open Members.
Step 2
Invite by email and role.
Step 3
Review invites and change roles/status.
Step 4
Use Admin guides for organization, workspace and profile details.
Settings
Option-by-option configuration and screen paths: Settings guide.
- Organization ·
/settings/organization - Workspaces ·
/settings/workspaces
Permissions and limits
Before you start
Managing membership needs permission; ownership transfer is separate from role changes.
Role capabilities: Read (read), Write (write), Manage (manage), Impersonate member (impersonate).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Show pending team invitations.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Update the organization · organizations.update | Name, Description, Legal name, Tax number, Contact email, Billing email, Phone, Address, Address line 2, City, Postcode, Region, Country, Currency, Language, Time zone, Logo, Icon | Manage | /settings/organization |
Choose interface language · organizations.set_interface_language | Interface language | Read | Record/API/visitor flow; no separate screen button mapped |
Choose Era preferences · organizations.set_era_preferences | Preferences, Language | Read | Record/API/visitor flow; no separate screen button mapped |
Save setup progress · organizations.save_onboarding_progress | Step *, Business blueprint, Answers, Completed | Manage | Record/API/visitor flow; no separate screen button mapped |
Save first-run progress · organizations.save_first_run | Put off, Take back up, Values, Finished, Host | Manage | Record/API/visitor flow; no separate screen button mapped |
Create workspace · organizations.create_workspace | Name *, URL name * | Manage | /settings/workspaces |
Update workspace · organizations.update_workspace | Workspace *, Name, URL name, Description, Currency, Language, Time zone, Logo, Icon | Manage | /settings/languages, /settings/organization, /settings/workspaces |
Delete workspace · organizations.delete_workspace | Workspace * | Manage | /settings/workspaces |
Invite member · organizations.invite_member | Email *, Organization role *, Workspace role *, Expires in (1–30) | Manage | Record/API/visitor flow; no separate screen button mapped |
Revoke invitation · organizations.revoke_invite | Invitation * | Manage | /settings/members |
Resend invitation · organizations.resend_invite | Invitation *, Expires in (1–30) | Manage | /settings/members |
Remove member · organizations.remove_member | Member *, Hand their work to | Manage | /settings/members |
Suspend or reinstate a member · organizations.set_member_status | Member *, Status * | Manage | /settings/members, /settings/roles |
Transfer ownership · organizations.transfer_ownership | New owner * | Manage | Record/API/visitor flow; no separate screen button mapped |
Edit a staff profile · organizations.update_employee_profile | Member *, Position / title, Biography, Years of experience, Education, Social links, Specialities | Write | /settings/members, /team/profiles, /team |
Show or hide a staff profile · organizations.set_employee_visible | Member *, Shown * | Manage | /settings/members, /team/profiles |
Reorder the team · organizations.reorder_employees | Order * | Manage | /team/profiles |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
People
People — modules and detailed settings
Technical sources
packages/os-kernel/src/modules.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.