Overview
Team Members manages client logins for the selected deal. Add or reuse passwordless email-code logins, correct a member's name or email, archive or reactivate access, and let admins use each member's More menu to preview the exact selected-deal experience, remove access, or grant tightly bounded booked-meeting status updates. Client Admins and authorized internal administrators can assign available client roles when adding users or managing another active member. Each role applies only to the selected client. Choose a shared role or Custom permissions for one person on this client.
How to use this page
Select the client deal
Open Onboarding, then Users, and choose the client in the switcher. Every person and action applies to that selected deal.
Review the team
The stat band shows Active and Archived members for this deal. Each directory row shows the member, email, join date, optional last login, Email code, and available actions. A Meeting status badge identifies a member with the selected deal's active grant.
Add a member
Select Add User and enter a name and email. If you can manage client roles, choose the required Client role, then select Add User. The SDR preset is preselected when available. Choose Admin, User, SDR, another available shared role, or Custom. For Custom, review every Allowed actions checkbox before adding the member. The role and membership are saved together for this client. An eligible existing active client login can be added without changing its other client memberships. If the user already belongs to this client, use the directory to change their role instead. Add User does not reactivate a globally inactive login; follow the displayed guidance.
Edit client details
Choose Edit on another member's row, update the name or email, then select Save details. Email is required, validated, and cannot duplicate an existing client login. The current user cannot edit their own card here.
Use More for secondary actions
Select More on another member's row to open the action menu. From there, archive or reactivate the member. Admins can also enable or disable meeting status access, use Login as user for an active member, or remove that member from the selected deal.
Preview the exact client view
Admins can choose More, then Login as user for an active member. SalesHive chooses the starting page from the selected client's permitted pages, preferring Client Agents, then Campaign Dashboard, then Playmaker when each is available. It keeps the authorized deal pinned. If no starting page is available, the preview does not begin; ask an administrator to review page access. Use Stop Viewing in the top banner to end the preview and clear its client context.
Grant booked-meeting status access when needed
Admins can select More, then Enable meeting status for an active member and confirm the grant. That member can change only the permitted Meeting Set statuses. The grant does not allow changes to meeting dates, owners, notes, or other fields. Select Disable meeting status to remove it.
Archive, reactivate, or remove access
More contains Archive user or Reactivate user for any other member. Admins can use Remove from deal to remove only the selected deal membership, subject to activity protections.
Assign a client role
As a Client Admin or authorized internal administrator, use the role selector on another active member. For a standard or shared role, review the person, role and selected client, then confirm Change Role. Choosing a standard role replaces prior Custom permissions. Your own role and inactive members cannot be changed here. Wait for Client role updated before leaving.
Customize one member's permissions
Choose Custom in another active member's role selector, or Edit permissions for an existing Custom member. Review Allowed actions, check what the person needs, and select Save permissions. Cancel closes without saving. These permissions apply only to this person on the selected client and do not change shared role presets. Unchecked actions are unavailable; selecting none disables all listed actions.
What the buttons do
- Edit
- Open the Edit Client User dialog to correct another member's name or email.
- More
- Open the row action menu for archive or reactivate. Admins also see meeting status access, Login as user, and Remove from deal when allowed.
- Add User
- Create a new client login or add an existing login to the selected deal.
- Archive user / Reactivate user
- Stop or restore selected-deal access while preserving the login and history.
- Enable meeting status / Disable meeting status
- Give or remove the selected deal's limited Meeting Set status-update access.
- Login as user
- Open the member's permitted view with this exact authorized deal pinned for the preview.
- Stop Viewing
- End the admin preview, clear its client context from this tab, and return to the Platform.
- Remove from deal
- Remove access only to the selected deal while retaining other memberships when applicable.
- Client role / Change Role
- Choose an available role when adding a user, or confirm a role change for another active member of the selected client.
- Custom / Edit permissions
- Open individual Allowed actions for another active member of the selected client.
- Save permissions
- Save the reviewed Custom actions for this membership.