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BackedHelp Centre

Your team

See everyone with access to your organisation, invite people by email or text message, and manage invitations.

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The Team pages list everyone with access to your organisation, whatever their role, and the invitations you have sent. They have three tabs: Members, Invitations and Join requests.

Before you start

You need administrator access to manage the team. Without it the page says Administrators only.

Members

Team members lists everyone with access: their Name, Email address, Role and when they were Added. Search by name or email address. A member who Signs in with a mobile number has no email address.

On a member's row you can:

  • Edit their display name and role. Only an owner, or someone senior to the member, can edit their details.
  • Remove them. They lose access to your organisation. You can't remove a member at your level or above.
  • Send sign-in link to email them a link to set their own password.
  • Reset two-factor if they have lost their phone. Their two-factor authentication is turned off, their mobile is marked unverified and they are signed out; you give a reason.
  • Profile to open their profile, with every role they hold in your organisation in one place.

Invite someone

  1. Go to People > Invitations and select Send invitation.
  2. Choose to send it by Email or Text message, and enter the address or Mobile number.
  3. Choose their role. Each role describes itself: administrators manage funding rounds, applications and the team; assessors score applications; applicants apply for funding; verifiers confirm details for applicants on behalf of an institution.
  4. Add their First name and a Personal message if you like, then send it.

Manage invitations

Invitations lists the people you have invited until they accept, with their Status, when it was Sent and when it Expires. Filter by status. On a pending invitation:

  • Resend sends it again.
  • Revoke stops the link working.

If you added people while setting up your organisation and their invitations were not sent when you finished, Invitations lists them under Not sent during setup, with their role. Select Send beside a person to open Invite someone with their address and role filled in, check the details, and send it. Once it is sent, they leave that list and join your other invitations.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.