Open Settings > Organization > Members to manage organization access.
Member Roster
Use the All, Pending, and No role tabs, each with its count, and search by name or email. All lists members and pending invitations, Pending lists only invitations, and No role lists members who have not been given a role yet. A chip in the header counts pending invitations.
Each member row identifies the owner, the current user, and the member's role. Available actions let an administrator change a member's role or remove an eligible member. The owner can also transfer ownership to another member.
Invitations
Choose Invite Members and enter up to five email addresses. Each invitation can also include an optional display name. Choose one role for every invitee; an invitation cannot be sent without a role.
A person who already belongs to another PawPlacer organization can't be invited, and an invitation can't be renewed once its invitee has joined another organization. They need to leave that organization first.
Pending invitations show their assigned role and creation or expiration state. Admins can:
- Resend an active invitation
- Renew an expired invitation
- Edit or clear the invitee's display name
- Change its role
- Cancel it
The display name appears on the pending invitation and seeds the member's profile when they join. The invitee follows the secure link in the email and receives the invitation's role when they join. PawPlacer handles new accounts, existing accounts, account switching, and requesting a fresh sign-in link when needed.
Roles
Every member has exactly one role. The role picker shows six roles in three groups, each with a short description of what it covers.
Full access
- Admin: Full access to everything, including members, rescue info, billing, and account settings, as well as forms, contract settings, API keys, and embeds.
- Privileged: Full access to all day-to-day operations: pets, medical records, adoptions, fosters, volunteers, donors, donations, wishlists, fundraising, events, transports, tasks, reports, documents, surrenders, and Inbox. Cannot manage members, edit rescue info, access billing or account-level settings, or manage forms, contract settings, API keys, or embeds.
Specialized
- Pet Editor: Can create, edit, and delete pets and medical records, including food and supplements, surrender intake, and the microchip registry. Can upload and edit documents but not delete them. Can view adoptions, adopters, and fosters without changing them, so cannot start adoptions, return adoptions, or place pets with fosters. Cannot manage donations or access administrative areas.
- Adoption & Foster Counselor: Can create, edit, and delete adopters, adoptions, and fosters, including foster placements, adoption returns, matching, meet and greets, and Inbox applications. From a pet profile, can start adoptions, add adopters and fosters, and send application links. Can upload and edit documents but not delete them. Can view pets and medical records but cannot create or edit pets. Cannot manage donations or access administrative areas.
Limited access
- Volunteer: Can create and edit pets, medical records, fosters and their foster placements, and documents. Cannot delete anything, including their own notes, and cannot archive or unarchive pets, clinics, or veterinarians, unlink bonded or litter pets, remove pet photos, see or complete tasks, or send foster emails. Cannot access adoptions or adopter information, donations, or administrative areas.
- Viewer: Can browse pets, medical records, adoptions, fosters, and documents. Cannot change anything.
The Volunteer role is a teammate's permission level. It is separate from volunteer records, the people you track under Volunteers, which require the Privileged or Admin role.
Use Assign role to choose a member and pick their role, or choose Change role from a member's action menu. Selecting a different role replaces the member's current one.
The organization owner shows an Owner badge instead of a role, has full access, and cannot be edited like a normal member.
Removing Members and Transferring Ownership
Removing a member revokes access to this organization but does not delete the person's PawPlacer user account.
Removing a member also takes them off the organization's open work, so it can be reassigned: tasks that are not completed or archived, surrenders that are not completed, closed, or declined, vaccinations that are not completed, and exams and procedures dated today or later that are not completed. Finished work, including exams and procedures dated before today, stays attributed to them.
Only the current owner can transfer ownership. The transfer flow confirms the target member and then demotes the previous owner to a normal organization member with the Admin role.
Permanent organization and user-account deletion is handled in the Danger Zone.
Permissions
Owners and Admins can open Members, invite users, manage pending invitations, change roles, and remove eligible members. Ownership transfer remains owner-only.
Every user can review their own effective access from My Permissions.