Team Management#

As an Admin or Owner, you can manage who has access to your company's Nanabase workspace and what they can do.

Viewing Your Team#

Go to Team in the sidebar to see:

• All members of your workspace
• Their roles (Owner, Admin, Member, Viewer)
• When they joined
• Their activity status

Member List#

The team list shows:

| Column | Description | |--------|-------------| | Name | Member's full name | | Email | Their email address | | Role | Their permission level | | Joined | When they joined | | Status | Active, Pending, or Inactive |

Filtering Members#

Filter the list by:

• Role — Show only admins, members, etc.
• Status — Active, pending, or all
• Search — Find by name or email

Inviting New Members#

Send an Invitation#

1. Go to Team
2. Click Invite Members
3. Enter email addresses (one per line, or comma-separated)
4. Select a default role for invitees
5. Optionally add a personal message
6. Click Send Invites

Invitation Process#

When you send an invite:

1. Recipient gets an email with a link
2. They click to create their Nanabase account (if new)
3. They're automatically added to your workspace
4. You're notified when they join

Invitation Expiry#

Invitations expire after:

• 7 days for new users
• 3 days for existing Nanabase users

You can resend expired invitations from the Team page.

Bulk Invitations#

For larger teams:

1. Click Invite Members → Bulk Import
2. Upload a CSV with email addresses
3. All recipients receive invitations

Join Requests#

How Requests Work#

When someone visits your workspace URL (e.g., acme.nanabase.co) and clicks "Request to Join":

1. You receive a notification
2. The request appears in Team → Pending
3. You can approve or decline

Approving Requests#

1. Go to Team → Pending
2. Review the request (see their email, profile)
3. Click Approve
4. Optionally select their role (default: Member)
5. They're notified and gain access

Declining Requests#

1. Go to Team → Pending
2. Click Decline
3. Optionally provide a reason
4. They're notified their request was declined

Managing Roles#

Changing a Member's Role#

1. Go to Team
2. Find the member
3. Click the ⋮ menu or their role badge
4. Select Change Role
5. Choose the new role
6. Confirm the change

Role Capabilities#

| Role | Can Do | |------|--------| | Owner | Everything + delete company, transfer ownership | | Admin | Manage contacts, members, settings, import/export | | Member | Create contacts, edit own, view directory | | Viewer | View only (read-only access) |

Learn more about roles →

Role Change Restrictions#

• Owners can change anyone's role
• Admins can change Members and Viewers
• Nobody can demote the Owner (transfer ownership instead)

Removing Members#

How to Remove#

1. Go to Team
2. Find the member
3. Click ⋮ → Remove from Company
4. Confirm removal

What Happens#

When you remove a member:

• They lose access to your workspace immediately
• Their personal account remains (they can still access private contacts)
• Contacts they shared remain in your directory
• They're attributed as "Former member" on contacts they added

Cannot Remove Owner#

The Owner cannot be removed. To change the Owner:

1. Transfer ownership to another member
2. Then the new owner can remove the former owner

Transferring Ownership#

When to Transfer#

• Company founder leaving the organization
• Changing who has ultimate control
• Restructuring leadership

How to Transfer#

1. Go to Settings → Company
2. Scroll to Ownership
3. Click Transfer Ownership
4. Select the new owner
5. Confirm with your password
6. Ownership transfers immediately

What Changes#

| Old Owner | New Owner | |-----------|-----------| | Becomes Admin | Becomes Owner | | Loses billing access | Gains billing access | | Cannot delete company | Can delete company |

Team Activity#

Activity Log#

Admins can see team activity:

• When members joined
• Role changes
• Members who left
• Significant actions

Go to Settings → Audit Log for detailed history.

Notifications#

Get notified when:

• Someone requests to join
• An invitation is accepted
• A member leaves

Configure notifications in Settings → Notifications.

Best Practices#

Onboarding New Members#

1. Send invitations — Don't wait for join requests
2. Start with Member role — Promote to Admin as needed
3. Share getting started guide — Link to these docs
4. Encourage contact sharing — Build your directory together

Role Assignment#

• Owner — One person, usually CEO or IT Director
• Admins — Department heads, office managers (keep limited)
• Members — Regular employees (most common)
• Viewers — Interns, contractors, limited access needs

Security#

• Review team quarterly — Remove inactive accounts
• Limit admin access — Not everyone needs admin
• Use pending approvals — Don't enable auto-join

Frequently Asked Questions#

Can someone be a member of multiple companies? Yes. The same Nanabase account can be a member of multiple company workspaces, with different roles in each.

What happens to their private contacts if I remove them? Private contacts belong to the individual, not the company. They keep all their private contacts when removed.

Can I see what contacts a member has shared? Yes. In the directory, filter by "Added by" to see contacts from a specific member.

Can I re-invite someone I previously removed? Yes. Send a new invitation to their email address.

Is there a member limit? Limits depend on your subscription plan. Check your plan details in Billing.

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Related#