Inviting and Managing Your Team

Updated 21 Sep 20261 min read

Your team roster in Bootheo is your crew pool — everyone available to be assigned to sessions, tracked through the crew timeline, and building reputation over time. Keeping it current is low maintenance but important.

Sending an invite

  1. From the dashboard, go to Team.
  2. Select + Invite Member or click Invite on any open seat card.
  3. Enter their email address.
  4. Select their role — Admin or Staff.
  5. Send the invite.

They'll receive an email from invites@bootheo.com with a link to create their account and join your organization. The process takes under two minutes on their end.

Resending or canceling a pending invite

Pending invites appear directly on the Team page with the invite status and expiration date. Select Resend or Cancel Invite from there. If a staff member can't find the email, ask them to check their spam folder.

Promoting a staff member to Admin

  1. On the Team page, open the ... menu on their member card.
  2. Select Promote to Admin.

Changes take effect immediately.

Removing a team member

  1. On the Team page, open the ... menu on their member card.
  2. Select Remove from org.

Access is revoked immediately. Their historical data — past assignments, crew timeline completions, badge progress — is retained for your records.

Keeping your roster clean

Remove team members when they're no longer part of your crew — it keeps your Team page an accurate picture of who's actually active.

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