People and invitations

This guide shows how to bring people into your company's office, follow up on invitations and take someone off the team when needed. Everything happens on the team management screen.

Open team management

You need the Manage team permission to invite and remove people, or Block users for the blocklist. Owners and administrators have both by default.

1. Click the people-with-pencil icon, Configure users, at the bottom of the sidebar.
2. Or open the Office menu (the first icon in the sidebar) and, under Administration, choose Users and permissions.

The screen shows, in order: Collaborators, Invitations, Blocks, Invitation history and Removals.

Invite someone

1. Under Collaborators, fill in Collaborator email.
2. Under Role, choose Collaborator or Administrator. See what each role can do in Roles and permissions.
3. Click Invite.

The invitation shows up under Invitations with the status Pending and its creation date. Only invited emails can enter the office for the first time, so double-check the address before sending.

How the person accepts the invitation

1. The person opens your company's office address. When they arrive through an invitation link, the sign-in screen shows Accept invitation.
2. They sign in with the same email you invited.
3. If your company uses single sign-on, they can use Sign in with SSO: a pending invitation is accepted automatically on the first sign-in. See SSO and SCIM.

Once accepted, the person shows up in Collaborators and the invitation changes to Accepted in Invitation history. To help newcomers, share the First steps guide.

Remove a member

1. Find the person under Collaborators.
2. Click Remove.

The person loses access to the company and their permissions are deleted. The removal is recorded under Removals, with the reason and date. A removed person can be invited again later.

Some rules protect the company:

• The Owner cannot be removed and their role cannot be changed.
• You cannot remove yourself.

Block an email

Use blocking when someone must no longer be able to get in, not even with a new invitation.

• Block and remove a member: under Collaborators, click Block on the person's row. They are blocked and removed in one step.
• Block an email that is not a member yet: under Blocks, fill in Email and, optionally, Reason, then click Block user.

A blocked email cannot sign in or create an account in the office. To allow it again, click Unblock in the Blocks list.

History and audit

• Invitation history lists every invitation with its status (Pending, Accepted, Declined or Canceled), date and role.
• Removals lists who left, when and why.
• Invitations, removals, blocks and permission changes are also recorded in the Audit log, which only owners and administrators can see.

Last seen

In the office's people list, offline people show roughly how long ago they were seen: Seen today, "Seen yesterday", "Seen N days ago" or "Seen over a month ago". This is approximate on purpose: Team Connect does not show exact sign-in or sign-out times.

Each person decides whether to show it. In the Office menu, Show when I was online is on by default; people who turn it off just show as Offline. Administrators cannot change this preference for someone else.

Privacy and data protection

Team management handles personal data (name, email, access history). Under data protection laws such as Brazil's LGPD, use this data only to manage access to the office:

• Keep block and removal reasons factual, without sensitive information.
• Never share passwords or credentials in invitations or messages.
• Regularly review who has access and remove accounts that are no longer needed.