Inactive members
Add teammates who haven't signed in yet so they can own records and tasks, then invite them when they're ready to join.
An inactive member is a teammate in your workspace who hasn’t signed in yet, such as someone who starts next month. You can assign them accounts, opportunities and tasks, and mention them, before they join. When they accept an invite, everything already assigned to them is theirs.
Who can use it
Section titled “Who can use it”Inactive members are on every plan. Only owners and admins see the Inactive members list in Settings → Members and can add people to it.
Inactive members can’t sign in, don’t get notifications and don’t use a seat.
Add an inactive member
Section titled “Add an inactive member”- In Settings → Members, under Inactive members, click Add.
- Enter their Email and, if you like, First name and Last name.
- Click Add. They appear in the Inactive members list.
Invite them to sign in
Section titled “Invite them to sign in”When they’re ready to join, click Send invite on their row and choose a role, such as Invite as Member. Viewer appears only on plans that include Viewer seats.
The invite reserves a seat for that role like any other invitation. When the role uses a capture seat, Lightfield asks you to confirm the seat before sending; a Viewer invite sends straight away. Once they accept, they keep everything already assigned to them. To make them an Owner, change their role after they join; see Change someone’s role.
Keep records owned by someone who left
Section titled “Keep records owned by someone who left”If someone has left but should keep the records they own, check Add as deactivated: keeps the records they own but isn’t offered for new assignments when you add them, or click Deactivate on their row later. They stay the owner of their records, but you can’t pick them for new assignments.
Deactivating expires any pending sign-in invite. Reactivate makes them an inactive member again.
Troubleshooting
Section titled “Troubleshooting”“Someone with this email is already in the workspace.”
Section titled ““Someone with this email is already in the workspace.””That person is already a member, so you don’t need an inactive member for them. Assign records to them directly. If the message is This person already has a pending invitation to the workspace., wait for them to accept, or revoke the invitation in Settings → Members first.
“No seat is available for another member. Add seats, then send the invite.”
Section titled ““No seat is available for another member. Add seats, then send the invite.””Every capture seat is taken. See No seats available for ways to free or add one.
“This person already belongs to another workspace.”
Section titled ““This person already belongs to another workspace.””A person can belong to only one Lightfield workspace. Email support@lightfield.app to have them removed from the other workspace, then send the invite again.