Team Members

Open Settings > Organization > Team Members to manage organization access.

Member Roster

The page summarizes:

• Current members
• Pending invitations
• Distinct custom roles in use
• Members without a specialized role

Use the Members and Pending tabs, search by name or email, and filter the member roster to people without roles.

Each member row identifies the owner, the current user, and assigned roles. Available actions let an administrator manage roles 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. For each invitation, choose a role template or a custom role selection.

Pending invitations show their assigned roles and creation or expiration state. Administrators can:

• Resend an active invitation
• Renew an expired invitation
• Review or change its roles
• Cancel it

The invitee follows the secure link in the email. PawPlacer handles new accounts, existing accounts, account switching, and requesting a fresh sign-in link when needed.

Roles

PawPlacer has two broad role models:

• Comprehensive roles: Administrator and Privileged
• Specialized roles: Pet Manager, Medical Manager, Adoption Counselor, Foster Coordinator, Volunteer Coordinator, Event Manager, Transport Coordinator, Task Manager, Fundraising Manager, Reports Manager, Document Editor, Form Administrator, and Developer

Administrator and Privileged are exclusive selections; they are not combined with specialized roles. Specialized roles can be combined to match a person's responsibilities.

Role templates provide common combinations:

• Animal Care Team
• Adoption & Foster Team
• Operations Team
• Comprehensive Operations

Use Assign Roles to select a member and either a template or custom selection. A member's action menu can also replace the role set or remove all specialized roles.

The organization owner has protected ownership 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.

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.

Permanent organization and user-account deletion is handled in the Danger Zone.

Permissions

Owners and Administrators can open Team Members, invite users, manage pending invitations, assign roles, and remove eligible members. Ownership transfer remains owner-only.

Every user can review their own effective access from My Permissions.