The Team page lists everyone with staff access to your organisation. Open it from the Settings menu at the bottom of the sidebar. Everyone can view the team; editing is for firm admins (Administrator or Owner).
At the top of the page you can:
Search — type into Search members... to find someone by name or email.
Status — Active (the default) shows current staff; Inactive shows people whose permission is No Access.
Permission — filter by Owner, Administrator or Member.
Role — filter by job role (as created on the Roles page).
A Reset option appears whenever filters are applied, and the column toggle on the right lets you show or hide columns — your choices are remembered.
Member and Email — the person's name, photo and sign-in email.
Job Title — free-text title (up to 50 characters). Admins click Set (or the current title) to edit it inline; you'll see Job title updated.
Role — the person's job roles. Admins click the cell to assign roles from the list created on the Roles page; the first role assigned becomes their primary role, and you can add several, remove them, or change which is primary (Role assigned successfully, Primary role updated).
Permission — their access level. Admins change it inline; see the permissions article for who can assign what.
Base Rate and Billable Rate — the person's current hourly rates. Admins click the value (or Set) to open the Staff Rates dialog, where you can Add New Rate or Edit Rate with effective dates, keeping a history as rates change.
AML Access — a per-person switch controlling access to anti-money-laundering features (AML access enabled / AML access disabled). Only admins can flip it.
AML Training — the date of the person's most recent AML/CTF training; admins set it inline (AML training date updated).
Joined — when they joined the organisation.
XPM — if your firm is connected to Xero Practice Manager and the person is linked to an XPM staff record, a View in XPM link appears here.
Actions — the delete (bin) button for removing a member.
Admins can tick the checkboxes at the left of the table to select multiple members. A bulk actions bar appears with:
Change Job Title — sets one job title across everyone selected (Updated job title for N members).
Role — assigns job roles to the selection.
Change Permission — sets one permission level for everyone selected, with a confirmation (This will set N members to …). The same rules apply as for individual changes — you can't bulk-promote above your own level.
Deactivate — set the person's Permission to No Access. They can no longer sign in to the organisation, but they stay on record and appear under the Inactive status filter. This is usually the right choice for departing staff.
Remove — click the bin button in the Actions column and confirm. You'll see Member removed successfully. You can't remove yourself.
The empty state (No team members — Invite team members to collaborate on client work.) offers Invite Member directly; inviting is covered in its own article.
Non-admin staff see the same table but read-only: job titles, roles, rates and switches show values (or an em dash) without edit controls.
If the page fails to load you'll see Failed to Load Team with a retry option.
