CUSTODY / GUIDE
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Team

Read staff memberships and available management actions.

Step by step

  1. Open Team and verify the member’s email and active status.
  2. For permitted member or invitation changes, open Manage team. If you may assign or remove roles, the separate Access roles link opens those operations. Enter the exact member and role identifiers.
  3. An invited person must accept the invitation themselves. Creating an invitation does not mean active access.
  4. After access changes, your own menu refreshes from current capabilities. A role name alone grants nothing. Start a new member preview after changing that person’s grants.

Related reading

Custody Platform · User documentation2026-09-22

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