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Guide 12 · Administration

Managing team access and company membership

LupinusBuild provides a team administration workspace for managing company members, role assignments, member status, and pending invitations.

Administrative access

Team management is currently available to the Primary Admin and CFO roles.

Other roles can view supported team information, but they do not receive the team-management controls documented in this guide.

Review Roles & Permissions →

Team Members

The Team Members screen summarizes company membership and invitation activity.

Total
Active
Disabled
Pending

Member cards show the person's display name, email, assigned role, and current member status.

ACTIVE
The member currently has active company membership.
DISABLED
The member record remains in the company but access has been disabled.
INVITED
A supported member-state label for an invited member record.

Invite a team member

Authorized administrators can choose Invite Team Member to create a new pending invitation.

Email
Required. The invitation email is normalized to lowercase before storage.
Full Name
Optional.
Phone
Optional.
Role
Required role to associate with the invitation.
Email validation

Email is required. The current form checks that the value contains both an @ symbol and a period before creating the invitation.

Available invite roles

CFOAdminManagerField UserViewer

Field User is the default role in the current invitation form. Primary Admin is not available as an invitation role.

Change a member role

Authorized team administrators can choose Change Role for an existing member.

Available role changes are CFO, Admin, Manager, Field User, and Viewer.

The updated role is stored on the company membership record and becomes the basis for the member's LupinusBuild permissions.

Disable and reactivate members

An authorized administrator can disable an active member or reactivate a member who is currently disabled.

Disable

Changes the company membership status to Disabled.

Reactivate

Changes the company membership status back to Active.

This preserves the member record rather than deleting it.

Pending invitations

The administration screen displays invitations whose current status is PENDING.

A pending invitation can show the invited person's name, email, optional phone number, assigned role, and invitation status.

Authorized administrators can choose Cancel Invitation. Canceling changes the invitation status to CANCELED and records the cancellation time.

Invitation acceptance

The invitation model supports Accepted status and acceptance metadata. The team-management code reviewed for this guide does not define the user-facing invitation-acceptance flow, so that process is not documented here.

Primary Admin protection

The Primary Admin membership is protected in the current team administration interface.

Team administrators cannot use this screen to change the Primary Admin role or disable the Primary Admin account.

Protected membership

The Team Members screen visibly marks the Primary Admin as PROTECTED and does not expose the standard role-change or disable controls for that member.

Current administration actions

Invite team members

Create a pending team invitation with email, optional name and phone, and an assigned role.

Change member roles

Change the role of an existing member, except the protected Primary Admin.

Disable members

Disable access for an existing member without deleting the member record.

Reactivate members

Restore a disabled member to Active status.

Cancel invitations

Cancel a pending invitation before it is accepted.

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