Manage Team Members

Invite staff and manage their access from Members in the correct centre account. Management options depend on your permissions.

Switch to the correct centre account. Open All Settings, then Members under Team Management.

1. Members

Select Invite (the person-plus icon on a small screen) to open Invite member.

1. Invite member

Enter Email and choose Member or Manager under Access. Check both, then select Send invite.

1. Email
2. Access
3. Send invite

Check the confirmation and Invited list. Staff must accept using the invited email.

Accepted shows connected members. Invited includes pending and expired invitations. Disabled shows people whose access is off.

Under Invited, open the person’s three-dot menu and use Resend invite when available. Resend shortly shows during the one-minute cooldown, with the time left, for example (45 s). You can resend once it changes back to Resend invite. After Mana confirms a successful resend, the staff invitation is valid for another 28 days.

1. Resend shortly
2. Delete invite

Review an existing invite or connection instead of creating a duplicate. If Mana cannot confirm sending, refresh the members list before trying again.

For a pending or expired invitation, open its three-dot menu under Invited and select Delete invite. Check the recipient in Delete invitation?, then select Delete invitation to confirm. The recipient can no longer use that invitation.

4. Confirm Delete invitation

To remove someone who has already joined, use Remove access under Accepted instead.

Open the person’s three-dot menu and select an available access level. The current level is checked. Options depend on your permissions.

1. Current access
2. Remove access

Member can use Mana; Manager can also manage team settings and members.

Open the person’s three-dot menu, select Remove access and review the confirmation before proceeding.

1. Confirm Remove access

The person moves to Disabled. Their documentation stays linked to the children they worked with.

To restore access, open their menu under Disabled, select Restore access and review the confirmation.

1. Restore access

1. Confirm Restore access