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Team Management

Invite people to your Nanabase company, answer join requests, let colleagues join by email domain, change roles, and suspend or remove members.

4 min read

Owners and admins manage the team in People & Access, in the Company Management part of the sidebar. It has three lists: Members, Invites and Join Requests.

Invite people#

  1. In People & Access, open Invites and click Send Invites.
  2. In Invite Team Members, enter one or more email addresses. Press Enter, or paste a list separated by commas, semicolons or new lines. You can invite up to 50 people at once.
  3. Choose a role:
    • Admin: can manage members and settings. Only the owner can invite admins.
    • Member: can view and edit contacts.
    • Viewer: read-only access.
  4. Add a Personal message (optional) and send.

Nanabase skips addresses that already belong to a member, already have an open invite, or belong to a suspended member (reactivate them instead).

Seats#

Active members and open invites both count toward your plan's member limit (20 on Free, 100 on Company). If a batch would go over the limit, Nanabase stops it and tells you how many seats are left.

Track, resend or revoke#

The invite list shows each email, role, status, who invited them and when the invite expires. Filter it by Pending, Accepted or Revoked.

  • Invites expire after 7 days.
  • Resend sends a new link and cancels the old one.
  • Revoke cancels a pending invite.

Accepting an invite#

The invited person clicks Accept invitation in the email, signs in, and sees which company and role they are joining. They must sign in with the same email address the invite went to, and that address must be verified.

Join requests#

People can ask to join from inside the app by entering a colleague's work email. Nanabase finds your company by the email domain.

In Join Requests:

  • Approve opens Approve Join Request, where you pick the person's role. Only the owner can approve someone as admin.
  • Reject opens Reject Join Request, with an optional reason.

A person whose request was rejected cannot ask again for 7 days.

Joining by email domain#

A colleague joins without a request when all of these are true:

  • Their own verified email is on a domain your company lists in Domain Settings.
  • No other workspace lists that domain.
  • Require Approval is off.
  • Your plan has a free seat.

They get the Default Role you chose, Member or Viewer. In every other case, Nanabase creates a join request for you to answer. See Company settings.

Change a role#

Open the member's menu in Members and choose Change Role.

  • The owner can make someone an admin, member or viewer.
  • An admin can make someone a member or viewer.
  • Nobody can change their own role or the owner's.

Suspend or remove a member#

From the member's menu:

  • Suspend Member blocks their access until you choose Reactivate Member.
  • Remove Member takes them out of the company. They lose access to the company directory right away.

Only the owner can suspend or remove an admin. The owner cannot be removed.

What happens to their contacts#

  • The contacts they shared stay in the company directory, shown as added by a former member.
  • After you remove someone, Nanabase asks whether to reassign their contacts: Reassign All to a colleague, or Leave As-Is.
  • Their private contacts stay in their own account. The company never sees them.

You can invite a removed person again later.

Ownership#

Each company has one owner: the person who created the workspace. There is no button to hand ownership to someone else in the web app today.