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Managing Team Members

Team members are the people (and entities) who are part of your organization in Equa. This guide covers adding members, sending invitations, managing profiles, and understanding member types.

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Prerequisites

  • Active Equa account
  • editMembers permission to add, edit, and remove members
  • viewMembers or viewOrganization permission to view the team list

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Understanding Members

Members in Equa can be:
  • Individuals — People such as founders, employees, investors, or advisors
  • Entities — Companies, trusts, funds, or other organizations that hold equity
Each member belongs to a specific organization and can be linked to an Equa user account (allowing them to log in and access the platform).

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Adding a Member

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Step 1: Navigate to Team Members

From your organization sidebar, click Team Members.

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Step 2: Add a New Member

Click New Member and fill in the profile:
  • Full name (required)
  • Email — Used for invitations and account linking
  • Member type — Individual or Entity
  • Title — Their role in the organization (e.g., CEO, Board Member)
  • Date of birth (optional)
  • Phone number (optional)
  • Address (optional)

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Step 3: Assign Roles

Select one or more roles to assign to the member. Roles determine what the member can see and do within the organization.

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Step 4: Save

Click Save to create the member record.

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Common Tasks

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Inviting Members via Email

  1. Navigate to Team Members
  2. Click Invite
  3. Enter one or more email addresses
  4. Click Send Invitations
Each recipient receives an email containing:
  • The invitation date
  • Who sent the invitation
  • The organization name
  • A link to register with their email pre-filled
Invitation statuses:
StatusMeaning
InvitedEmail sent, user has not registered
RegisteredUser created an account but has not joined the org
JoinedUser is now an active member
BouncedThe email could not be delivered

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Editing a Member Profile

  1. Navigate to Team Members
  2. Click on the member’s name
  3. Click Edit
  4. Update the fields as needed
  5. Click Save

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Viewing a Member Profile

Click on any member’s name to view their profile, which includes:
  • Personal information
  • Recent actions within the organization
  • Share holdings (via the Share Block)
  • Ownership chart (via the Share Chart)

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Removing a Member

  1. Navigate to Team Members
  2. Click the actions menu next to the member
  3. Select Remove
  4. Confirm the deletion
Removed members are soft-deleted — their historical records (shareholdings, activities) are preserved, but they no longer appear in the active member list.

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Checking the Member Limit

Your organization has a maximum number of members based on your subscription plan.
  1. Navigate to Team Members
  2. The current count and limit are shown at the top (e.g., “12 / 25 members”)
If you have reached your limit, you will need to upgrade your plan before adding more members.

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Tips

Members can view their own profile even without the “View Members” permission. They just cannot see other members’ information.
When you add or remove members, your subscription’s member count is automatically updated. You do not need to adjust billing manually.
Entity members (non-individuals) are useful for representing holding companies, trusts, or investment funds that own equity in your organization. They work just like individual members for cap table purposes.

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Troubleshooting

Cause: The email may be in the recipient’s spam folder, or the address may be incorrect.Solution: Ask the recipient to check their spam/junk folder. Verify the email address and resend the invitation if needed.
Cause: Your organization has reached its member limit based on the current subscription plan.Solution: Upgrade your subscription plan to increase the member limit, or remove inactive members to free up capacity.
Cause: The email address is invalid or the mail server rejected delivery.Solution: Verify the email address is correct and try sending the invitation again. If it continues to bounce, contact the recipient through another channel for a valid email address.
Cause: You may not have the required permission.Solution: Editing members requires either the editMembers or editOrganization permission. Ask your organization admin to assign the appropriate role.