How do Members work?

The Members tab is a key area of the Trade Hub, as it allows the company admin to manage who is included in the company account and who has access to the platform. Members can be easily found within the Company section of the Trade Hub, where the Members tab appears as one of the main sub-sections.

Within the Members tab, the company admin can view all team members associated with the business. The list displays key information for each member, including their name, email address, role, team and status. From this menu, the company admin also has the option to edit a member’s details or delete the member.

To add a new member, select the 'Add Member' button at the top of the page. This will open a form where the company admin can enter the required details for the new member. Once these details are completed and saved, the system will send the new member an email invitation to join the Trade Hub. From there, they will be able to log in using the permissions and role assigned to them.

The company admin can edit a member’s information at any time. This includes changing their role and adjusting their status between active and inactive. Setting a member to inactive locks their account but keeps their information and content available.

There is also the option to delete a member. Deleting a member permanently removes their account and any associated access. However, any orders or quotes they previously placed will remain visible in the system. If you are unsure whether you want to remove a member entirely, setting them to inactive is a safer alternative.

This structure allows the company admin to maintain full control over who can access the Trade Hub and how your organisation manages its internal users.