Every person in your account appears as a card in the left-hand list. Each card shows, at a glance:
- The member’s name.
- Their role(s)—for example, Admin, Manager, Technician. The account owner is marked Admin (Owner).
- A status badge: a green Confirmed badge once the person has accepted their invitation, or a gray Pending badge while you are still waiting on them.
The controls above the list are:
- Add Team Member — invite one or more new people (see 8.4).
- Search team name… — filter the list as you type. The search matches the member’s name only, not their email.
Each card also has a ⋯ (more) menu on the right with these actions:
- Edit — open the member’s profile for editing (see 8.6).
- Delete — remove the member from your account (see 8.12). PSS first asks you to confirm (Press OK to DELETE this team member. If needed, you will be asked for another team member to fill in.).
- Resend Invite — send the invitation email again. This appears only for members who are still Pending.
Note: Clicking anywhere else on a card opens that member’s profile in the detail panel on the right.