{% extends 'base.html' %} {% load static %} {% block title %}Team Members - {{ organization.name }}{% endblock %} {% block content %}

Team Members

Manage your organization's team members and their roles

{% if can_add_more %} Invite User {% else %} {% endif %}
Team Size: {{ current_users }} / {{ max_users }} users {% if not can_add_more %}
You've reached your plan limit. Upgrade your plan to add more team members. {% else %}
You can add {{ max_users|add:"-"|add:current_users }} more user(s) on your current plan. {% endif %}
All Team Members ({{ team_members.count }})
{% for member in team_members %} {% empty %} {% endfor %}
User Email Role Status Joined Permissions Actions
{{ member.user.first_name|default:member.user.username|first|upper }}
{{ member.user.get_full_name|default:member.user.username }} {% if member.role == 'OWNER' %} Owner {% endif %} {% if member.user == request.user %} You {% endif %}
{{ member.user.email }} {{ member.get_role_display }} {% if member.is_active %} Active {% else %} Inactive {% endif %} {{ member.joined_at|date:"d M Y" }}
{% if member.can_view_reports %} {% endif %} {% if member.can_create_transactions %} {% endif %} {% if member.can_edit_transactions %} {% endif %} {% if member.can_manage_settings %} {% endif %}
{% if member.user != request.user and member.role != 'OWNER' %}
{% if member.is_active %} {% else %} {% endif %}
{% else %} - {% endif %}

No team members found.
Role Descriptions
Owner

Full access to all features including user management, billing, and organization settings.

Admin

Can manage users, settings, and all transactions. Cannot manage billing or delete organization.

Accountant

Can create, edit, and delete transactions. Can view all reports and manage contacts.

Staff

Can create and view transactions. Can view basic reports. Limited editing capabilities.

Viewer

Read-only access. Can view transactions and reports but cannot make any changes.

{% endblock %} {% block extra_js %} {% endblock %}