Managing Account Members

Adding Members

Location: Account Detail Page → "Add Member" button

Required Information

1. User ID (required)

   • Select existing platform user
   • User must have active account
   • Cannot add same user twice (duplicate prevention)

2. Role (required)

   • Select from: OWNER, BILLING, RECRUITER, VIEWER
   • See Member Roles for permissions

Add Member Workflow

Step 1: Select User

• Click "Add Member" on account detail page
• Search/select user from dropdown
• System validates user exists and is not already a member

Step 2: Assign Role

• Choose role based on responsibilities
• Default: VIEWER (least privilege)
• OWNER recommended for account administrators

Step 3: Submit

• Click "Add Member" button
• Member added with INVITED status
• System sends invitation email (if configured)
• Audit log: `account.member_added`

Member Roles

| Role | Permissions | Use Case | | ------------- | ---------------------------------------------------- | ---------------------- | | OWNER | Full account management, billing, members | Account administrators | | BILLING | View billing, download invoices, update billing info | Finance team | | RECRUITER | Post jobs, manage applications, view analytics | HR staff | | VIEWER | Read-only access to account information | Auditors, observers |

Permission Details:

• OWNER: Can add/remove members, change account settings, suspend account
• BILLING: Can view invoices, update billing address, download statements
• RECRUITER: Can create job listings, review applications, export reports
• VIEWER: Can view account details, member list (no modifications)

Updating Member Roles

Location: Account Detail Page → Member List → "Edit" button

Workflow:

1. Navigate to account detail page
2. Find member in members list
3. Click "Edit" icon next to member
4. Select new role from dropdown
5. Click "Update Role" button

Validation:

• Account must have at least one OWNER at all times
• Cannot remove last OWNER role (reassign first)

Removing Members

Location: Account Detail Page → Member List → "Remove" button

Workflow:

1. Navigate to account detail page
2. Find member in members list
3. Click "Remove" icon (trash can)
4. Confirm removal in dialog
5. System updates member status to REMOVED

Soft Delete:

• Member record preserved (audit trail)
• Status changed to REMOVED
• User loses account access immediately
• Audit log: `account.member_removed`

Validation:

• Cannot remove last OWNER (reassign first)
• Removed members can be re-added later