How to Manage Your Team in SureMembers

Once you own a team membership, everything you need to manage your team happens from one place: the Team Dashboard. No admin access is needed, and you don’t need to contact the site owner to add or remove people.

Your Team Dashboard at a Glance

At the top of the page, you’ll see a heading and a seat usage bar showing your current usage, for example “5 / 10 members.” When your team reaches its limit, this changes to “Your team is full, all seats are filled.”

Below that, you’ll find action buttons for adding, importing, or exporting members, along with your invite link if it’s enabled. The members list shows everyone on your team, with options to make someone else the owner or remove them.

If you manage more than one team, a team switcher appears at the top so you can move between them.

Adding Members Manually

1. Click Add Team Member.
2. Choose Existing User to search for someone already on the site by name or email, or choose New User to enter their email, first name, and last name.
3. Click Add Member.

The person is added to the team and gets access right away. If they’re a brand-new user, they’ll receive a welcome email with a link to set their password.

Importing Members from a Spreadsheet

To add multiple people at once:

1. Prepare a CSV file with three columns: email, first_name, and last_name.
2. Click Import CSV.
3. Choose your file.
4. Click Upload & Import.

The dashboard will show how many members were added and flag any rows that had issues. This is the fastest way to onboard a whole class or department at once.

Sharing Your Invite Link

When invite links are enabled, you’ll see an Invite Link on your dashboard with a Copy button. Share this link with anyone you want to join your team.

You’ll get a “New Member Joined” email once someone actually joins. What they see when they click the link depends on whether they already have an account on the site, which is covered in How to Join a Team in SureMembers.

Note: Invite links stop working automatically once your team reaches its seat limit, so you can never exceed your allowed number of members.

Exporting Your Member List

Click Export CSV to download a spreadsheet of all current members. This is useful for record keeping, reporting, or general team management.

Removing a Member

Next to any member, click Remove. The person loses access to the membership and is removed from the team, though they keep their WordPress account. Removing a member frees up a seat for someone else.

Making Someone Else the Owner

You can transfer ownership of your team at any time, for example when an employee changes roles or a new manager takes over.

1. Click Make Owner next to the member you want to promote.
2. Confirm the change.

The selected member becomes the new owner with full control of the team. You become a regular member and can later be removed by the new owner. Both of you keep your access, and the seat count stays the same.

Conclusion

That covers everything you can do from your Team Dashboard: adding and removing members, sharing your invite link, and handing off ownership when needed. Your team stays entirely in your control.

If you have any questions or need further help, feel free to reach out to our support team. We’re always happy to help!