How do I invite, change or remove team members?

Only an Owner can manage the team. Open the menu under your name in the top right corner, choose Settings, then choose Team & access.

Invite a teammate

1. In Invite a teammate, enter the person's Email, First name and Last name.
2. Choose a Role. Only an Owner can invite another Owner.
3. Choose Send invitation.

The person receives an email with a link to set a password and set up two-factor authentication. The link works for 7 days. Until they finish, they appear under Pending invitations marked Invited.

If the invitation expires, send a new one from the same form. You cannot send a second invitation while the first one is still active.

When an invitation will not send

• "A user with this email already exists." That email address already has a Conservative States account, for example a personal subscription or a supporter account. Invite a different address, such as the person's work email, or email support@conservativestates.app and we will help.
• "An active invitation already exists for this email." The person already has an invitation that has not expired. Ask them to check their inbox and spam folder.

Change someone's role

In Members, use the role menu next to the person's name. The change saves right away. See the article on roles for what each role can do.

• You cannot change your own role.
• Only an Owner can make someone an Owner or change an Owner's role.
• Your organization must always have at least one Owner, so the last Owner cannot be changed to another role.

Remove someone

Choose Remove next to the person's name and confirm. You cannot remove yourself or the last Owner.

What happens when someone is removed

• They can no longer sign in to your portal.
• Sending, approving, publishing and changing settings are refused for them right away. Any session they already had open ends within about a day.
• The work they did stays. Campaigns, alerts, comments and tracked bills they created remain, and the activity history still shows their name.
• Anything they kept private, such as a private Issue Portfolio, stays private. Nobody else in your organization can open it.
• They leave your team list. To bring them back later, email support@conservativestates.app, because their email address already has an account and cannot be invited again from the form.

If this does not solve it, email support@conservativestates.app and tell us your organization's name.