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

# Manage Members and Invitations in Your Nexalytica Org

> Learn how to invite members, manage active and suspended accounts, handle pending invitations, and approve or reject join requests in Nexalytica.

The Members & Invitations page gives you a single, unified view of everyone connected to your organisation — active members, suspended accounts, outstanding invitations, and pending join requests. From here you can invite new people, suspend or restore accounts, manage invitations, and act on requests to join your organisation. Navigate to **Settings → Members** to get started.

## Reading the Members Table

The table lists every person associated with your organisation in one place. Use it to understand each person's current status and take action where needed.

| Column                    | Description                                                                                                                    |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Name**                  | Display name of the person. On join request rows, hover over the icon beside the name to read any note the requester included. |
| **Email**                 | The person's email address                                                                                                     |
| **Role**                  | Organisation-level role badge (e.g. Member, Admin, Owner), with any department-level roles shown underneath                    |
| **Department**            | Coloured chips showing every department the person belongs to                                                                  |
| **Status**                | Current state — see the status reference table below                                                                           |
| **Joined / Invited date** | When the person joined the organisation, or when the invitation was sent                                                       |
| **Actions**               | The **⋯** (three-dot) menu for management actions on that row                                                                  |

### Status Values

| Status                  | Meaning                                                          |
| ----------------------- | ---------------------------------------------------------------- |
| **Active**              | The person is a full member with normal access                   |
| **Suspended**           | The member's access has been removed but the account is retained |
| **Pending invitation**  | An invitation has been sent and is awaiting acceptance           |
| **Rejected invitation** | The person declined the invitation                               |
| **Pending request**     | The person has requested to join the organisation                |

***

## Searching, Filtering, and Paging

Use the controls above the table to narrow down what you see.

<CardGroup cols={3}>
  <Card title="Search" icon="magnifying-glass">
    Type a name or email address in the search box to instantly filter the table to matching rows.
  </Card>

  <Card title="Status Filter" icon="filter">
    Use the status dropdown to show only a specific status: All statuses, Active, Suspended, Pending invitations, Rejected invitations, or Pending join requests.
  </Card>

  <Card title="Pagination" icon="table-list">
    Choose **10**, **20**, **50**, or **100** rows per page (default 20). Navigate with **First**, **Previous**, **Next**, and **Last** buttons. The counter shows *Showing X–Y of Z* and *Page X of Y*.
  </Card>
</CardGroup>

***

## Inviting a New Member

Inviting someone adds them to the organisation as a Member. Promotion to Admin or Owner happens separately inside the app after they join.

<Steps>
  <Step title="Open the invitation dialog">
    Click **Invite Member** in the top-right corner of the Members & Invitations page.
  </Step>

  <Step title="Fill in the invitation details">
    | Field               | Notes                                                                                                                  |
    | ------------------- | ---------------------------------------------------------------------------------------------------------------------- |
    | **Email**           | Required. The email address to send the invitation to.                                                                 |
    | **Department**      | Optional. Select a department to add them to on joining, or leave as **None** to invite them to the organisation only. |
    | **Department role** | Only shown when a department is selected. Choose **Manager** or **Employee**.                                          |
    | **Link expires in** | Number of days before the invitation link expires. Enter a value from **1** to **30** (default **7**).                 |
  </Step>

  <Step title="Send the invitation">
    Click **Send invitation** to dispatch the email. The person appears in the table with a **Pending invitation** status.

    Click **Cancel** to close the dialog without sending anything.
  </Step>
</Steps>

<Note>
  Invitations always create an org-level **Member** role, never Admin or Owner. If the new member needs elevated permissions, promote them after they have accepted and joined.
</Note>

***

## Managing Members by Status

The actions available in the **⋯** row menu depend on the person's current status. Expand each section below for the full details.

<Accordion title="Active Members">
  Active members have full access to the organisation. You can suspend their access or, in future, delete their account.

  | Action              | What it does                                                                                                                                                  |
  | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | **Suspend account** | Removes the member's access immediately. A confirmation prompt appears before the action is applied. The account is retained and can be restored at any time. |
  | **Delete account**  | *Coming soon.*                                                                                                                                                |

  <Warning>
    Suspending an account takes effect immediately upon confirmation. The person loses access to all organisation resources right away.
  </Warning>
</Accordion>

<Accordion title="Suspended Members">
  Suspended members have no active access but remain in the organisation. You can restore their access or, in future, delete their account.

  | Action              | What it does                                                                                    |
  | ------------------- | ----------------------------------------------------------------------------------------------- |
  | **Restore account** | Gives the member full access again. A confirmation prompt appears before the action is applied. |
  | **Delete account**  | *Coming soon.*                                                                                  |
</Accordion>

<Accordion title="Pending and Rejected Invitations">
  Both pending and rejected invitation rows support the same two actions:

  | Action                | What it does                                                                                                     |
  | --------------------- | ---------------------------------------------------------------------------------------------------------------- |
  | **Resend invitation** | Sends a fresh invitation email with a new link to the same address.                                              |
  | **Cancel invitation** | Revokes all pending invitations for that email address after confirmation. The link(s) immediately stop working. |

  <Tip>
    Use **Resend invitation** if the original email was missed, went to spam, or the original link expired before the person could act on it.
  </Tip>
</Accordion>

<Accordion title="Pending Join Requests">
  These rows appear when someone has used the **Request to join** option from their own Organisation settings page. Only Owners and Admins see the management actions on these rows.

  | Action              | What it does                                                                                       |
  | ------------------- | -------------------------------------------------------------------------------------------------- |
  | **Approve request** | A confirmation prompt appears. Confirm to make the person a full Member with immediate access.     |
  | **Reject request**  | A confirmation prompt appears. Confirm to decline the request; the person receives a notification. |

  <Note>
    Hover over the icon next to the person's name on a join request row to read any note they included when requesting access.
  </Note>
</Accordion>

***

## Current Limitations

<Info>
  The following capabilities are **coming soon** and are not yet available from the Members & Invitations page:

  * **Changing an existing member's organisation role** — role management for current members is not yet available from this screen.
  * **Permanently deleting accounts** — the Delete account option appears in menus but is not yet functional.

  Department-level roles (Manager / Employee) are managed from each department's own members page, not from here.
</Info>

***

## Permissions Reference

| Action                     | Who can perform it                                |
| -------------------------- | ------------------------------------------------- |
| View the Members table     | Org Owners and Admins                             |
| Invite new members         | Org Owners and Admins                             |
| Suspend a member           | Org Owners and Admins                             |
| Restore a suspended member | Org Owners and Admins                             |
| Resend an invitation       | Org Owners and Admins                             |
| Cancel an invitation       | Org Owners and Admins                             |
| Approve a join request     | Org Owners and Admins                             |
| Reject a join request      | Org Owners and Admins                             |
| Manage dept-level roles    | Org Owners and Admins (from the Departments page) |
