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Team Members

Last updated on August 27, 2026

The Members tab is the place to invite people to the business, check their roles, and manage their membership.

Members tab

Each row shows the member's Name, Role, Access Levels, and Action menu.

invite-member-dialog.png

  1. Open Settings → Team Members.
  2. Select Invite Member.
  3. Enter the required Name and Email.
  4. Select Send Invite.

The Owner can send invitations for multiple members. The invitee must have an EasySocial account before accepting the invitation. If another EasySocial account is already signed in, log out first, then accept the invitation with the intended account.

Member roles

RoleLead accessBusiness account
OwnerBusiness owner access.Can manage the business account, including wallet recharge and account renewal.
AdminCan access all leads and Settings.Can use the business features available for the role.
Team MemberCan access only leads assigned to them.Can use the business features available for the role.

The Members list may display the Team Member role as Member.

Member actions

Use the member actions menu to open these options:

OptionWhat it does
Set AvailabilityOpens the member availability controls. For details, see Set Team Members Availability.
PermissionsOpens the member permission controls.
DeleteOpens a confirmation dialog. Selecting Delete removes the member from the business; the member's EasySocial user account remains active.

member-action-menu.png

Troubleshooting

Invitation cannot be accepted: Confirm that the invitee has an EasySocial account and is signed in to the intended user. If another account is open, log out and accept the invitation again.

If the issue continues, contact EasySocial Support.