Members and invitations · Advisor

The Membros (Members) page lists who has access to the tenant and the invitations not yet accepted. The page also lets you add people, change roles and remove access.

Before you start

You need the tenants.members.read and tenants.members.write permissions. The Tenant Admin and Tenant Manager roles have both.

Add a member

Go to Administração (Administration) > Acesso (Access) > Membros.
Select Adicionar membro (Add member).
Choose one of the options:
- Under Usuário (User), select a person who already has an Advisor account.
- Under Ou adicione por e-mail (Or add by email), type the email of someone who has no account yet. The person receives an email invitation with a unique link.
Confirm. To adjust access, use the Papéis (Roles) action on the member's row.

For the invited person's flow, see Accept an invitation.

Roles

Role	What it allows
Tenant Admin	Administers the tenant: members, connections, SSO, security, audit, notifications, expirations and knowledge base.
Tenant Manager	Manages members only.
Tenant User	Views tenant data, without changing settings.

The full list is in Roles and permissions.

Manage a member

Each member's row has these actions:

Action	What it does
Reenviar convite (Resend invitation)	Sends the invitation again.
Papéis (Roles)	Opens the role list. Select the roles and then Salvar papéis (Save roles).
Remover (Remove)	Removes the person's access to the tenant.

Pending invitations

The Convites pendentes (Pending invitations) section shows invitations sent by email that have not been accepted yet.

Badge	What it means
Aguardando aceite (Awaiting acceptance)	The invitation is within its validity and has not been used.
Expirado (Expired)	The 7-day period has ended and the link no longer works.

On each invitation:

Reenviar (Resend) revokes the old link and sends a new one.
Revogar (Revoke) cancels the invitation. The link stops working.