[{"data":1,"prerenderedAt":589},["ShallowReactive",2],{"docs-team-lead\u002Fmanaging-your-team\u002Fmanaging-members":3},{"article":4,"sectionArticles":404,"categories":566,"relatedArticles":587,"prevArticle":487,"nextArticle":493,"categoryName":581,"error":588},{"id":5,"title":6,"avatar":7,"body":8,"description":396,"docx":7,"extension":397,"meta":398,"navigation":399,"order":7,"path":400,"pdf":7,"pdfLabel":7,"procurementPack":7,"seo":401,"slug":7,"stem":402,"__hash__":403},"content\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fmanaging-members.md","Managing Members",null,{"type":9,"value":10,"toc":388},"minimark",[11,15,19,27,32,254,258,318,322,358,362],[12,13,6],"h1",{"id":14},"managing-members",[16,17,18],"p",{},"The Members page is the central list of everyone in your organization. From here you see each member's status, search and filter by stage, open a profile, and take action: start a new shoot, send a link, pick a photo, assign a team or remove someone.",[16,20,21,22,26],{},"Open ",[23,24,25],"strong",{},"Members"," in the left menu.",[28,29,31],"h2",{"id":30},"how-it-works","How it works",[33,34,35,39,42,61,172,225,240],"ol",{},[36,37,38],"li",{},"The page loads every member, newest first. Switch between the photo grid and the table with the view icons in the toolbar.",[36,40,41],{},"Type a name or email in the search field. Search starts after two characters.",[36,43,44,45,48,49,52,53,56,57,60],{},"Use ",[23,46,47],{},"Sort"," to order by ",[23,50,51],{},"Name A-Z",", ",[23,54,55],{},"Latest"," or ",[23,58,59],{},"Actioned last",".",[36,62,63,64],{},"Use the filter tabs to narrow the list to one stage. A tab only shows when it has at least one member:",[65,66,67,80],"table",{},[68,69,70],"thead",{},[71,72,73,77],"tr",{},[74,75,76],"th",{},"Filter",[74,78,79],{},"What it shows",[81,82,83,92,100,108,116,124,132,140,148,156,164],"tbody",{},[71,84,85,89],{},[86,87,88],"td",{},"All",[86,90,91],{},"Every member",[71,93,94,97],{},[86,95,96],{},"Finished",[86,98,99],{},"Profile picture published",[71,101,102,105],{},[86,103,104],{},"No favorite",[86,106,107],{},"Shoot done, no favorite picked yet",[71,109,110,113],{},[86,111,112],{},"Action required",[86,114,115],{},"Favorite picked, profile picture not generated yet",[71,117,118,121],{},[86,119,120],{},"PFP failed",[86,122,123],{},"Profile picture generation failed",[71,125,126,129],{},[86,127,128],{},"Outdated",[86,130,131],{},"Profile picture made with an older template version",[71,133,134,137],{},[86,135,136],{},"Generating",[86,138,139],{},"Shoot is processing",[71,141,142,145],{},[86,143,144],{},"Invited",[86,146,147],{},"Invite sent, not accepted",[71,149,150,153],{},[86,151,152],{},"Joined",[86,154,155],{},"Accepted, shoot not started",[71,157,158,161],{},[86,159,160],{},"Deleted",[86,162,163],{},"Shoot deleted",[71,165,166,169],{},[86,167,168],{},"Actioned",[86,170,171],{},"Marked as handled by an admin",[36,173,174,175,178,179,182,183,52,186,52,189,52,192,52,195,52,198,201,202,205,206,182,209,52,212,52,215,52,218,221,222,60],{},"Open the ",[23,176,177],{},"Actions"," menu on a card or row. The ",[23,180,181],{},"Photos"," section has ",[23,184,185],{},"New shoot",[23,187,188],{},"Pick a photo",[23,190,191],{},"Generate PFP",[23,193,194],{},"Rerender PFP",[23,196,197],{},"Download PFP",[23,199,200],{},"Change PFP template"," and ",[23,203,204],{},"Embed",", depending on the member's status. The ",[23,207,208],{},"Member",[23,210,211],{},"Send access link",[23,213,214],{},"Mark as actioned",[23,216,217],{},"Assign team",[23,219,220],{},"Edit details"," (managed members) and ",[23,223,224],{},"Remove",[36,226,227,228,231,232,235,236,239],{},"Click a member to open their profile. It has a ",[23,229,230],{},"Photoshoots"," tab (results and status), an ",[23,233,234],{},"Activity"," tab (timeline from invite to finish) and, when relevant, a ",[23,237,238],{},"Voting"," tab.",[36,241,242,243,246,247,201,250,253],{},"The profile's action menu adds ",[23,244,245],{},"Copy invite link"," (valid 24 hours), ",[23,248,249],{},"Continue shoot",[23,251,252],{},"Send reminder"," for members who have not finished. Reminders have a cooldown, so you cannot send them back to back.",[28,255,257],{"id":256},"common-situations","Common situations",[259,260,261,277,283,289,302,312],"ul",{},[36,262,263,266,267,56,269,271,272,60],{},[23,264,265],{},"A member cannot sign in."," They must use the email the invite went to. Send them a fresh link with ",[23,268,211],{},[23,270,245],{},", or point them to the sign-in help in ",[273,274,276],"a",{"href":275},"\u002Fdocs\u002Fgeneral\u002Fauth\u002Ftroubleshooting-login","Troubleshooting Login",[36,278,279,282],{},[23,280,281],{},"The member already has a personal HeadshotPro account on that email."," An email can belong to one account only. The invite does not connect to an existing individual account. Contact support with the member's email, and support links the account to your organization. Personal headshots stay on the personal account; they cannot be moved into the team.",[36,284,285,288],{},[23,286,287],{},"Wrong email on the invite."," Remove the pending invite and invite the correct address. If the member already joined, contact support to change the email.",[36,290,291,294,295,298,299,60],{},[23,292,293],{},"Someone is missing from the list."," Use the search field first. If a shoot exists without a member record, a ",[23,296,297],{},"Missing people?"," card appears at the end of the grid. Open the shoot and use ",[23,300,301],{},"Actions > Convert to account",[36,303,304,307,308,60],{},[23,305,306],{},"A member needs a redo."," See ",[273,309,311],{"href":310},"\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fissuing-retries","Issuing Retries",[36,313,314,317],{},[23,315,316],{},"You need to delete the whole organization."," There is no self-serve button once your organization has more than one member. Email support from the owner's address. Deletion is permanent and removes all member data. Tell your members first; the product does not warn them.",[28,319,321],{"id":320},"good-to-know","Good to know",[259,323,324,331,334,341,348,351],{},[36,325,326,327,330],{},"A green ",[23,328,329],{},"Done"," badge on a card means the member is marked as actioned.",[36,332,333],{},"A teal badge in the top-right of a card shows the member's team.",[36,335,336,337,340],{},"Members with a placeholder email show as ",[23,338,339],{},"(no email)",". These are managed accounts you created and upload for.",[36,342,343,344,347],{},"A ",[23,345,346],{},"Pending"," badge next to a name in the table means an email change is waiting for confirmation.",[36,349,350],{},"Removing a member who has more than 3 shoots is not possible from the dashboard. Contact support.",[36,352,353,354,357],{},"The list caches results. A ",[23,355,356],{},"Last updated"," line at the bottom shows when it was refreshed.",[28,359,361],{"id":360},"related","Related",[259,363,364,370,376,382],{},[36,365,366],{},[273,367,369],{"href":368},"\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fviewing-team-headshots","Viewing Team Headshots",[36,371,372],{},[273,373,375],{"href":374},"\u002Fdocs\u002Fteam-lead\u002Fgetting-started\u002Finviting-members","Inviting Members",[36,377,378],{},[273,379,381],{"href":380},"\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Froles-and-permissions","Roles and Permissions",[36,383,384],{},[273,385,387],{"href":386},"\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fremoving-members","Removing Members",{"title":389,"searchDepth":390,"depth":390,"links":391},"",2,[392,393,394,395],{"id":30,"depth":390,"text":31},{"id":256,"depth":390,"text":257},{"id":320,"depth":390,"text":321},{"id":360,"depth":390,"text":361},"Find any member, see where they are in their shoot, and take action from the Members page.","md",{},true,"\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fmanaging-members",{"title":6,"description":396},"docs\u002Fteam-lead\u002Fmanaging-your-team\u002Fmanaging-members","5KZC3eZghxZ4OXqLyhjIsMan9o870zyFw3Z-Kc3pSYU",[405,411,416,421,426,432,435,440,445,450,455,461,466,471,477,482,487,492,493,498,501,504,509,514,520,525,530,535,540,543,548,553,558,563],{"title":406,"description":407,"path":408,"dir":409,"slug":410},"Billing History","Where to find invoices and receipts, add your company details to them, and read the credit activity log.","\u002Fdocs\u002Fteam-lead\u002Fbilling\u002Fbilling-history","\u002Fdocs\u002Fteam-lead\u002Fbilling","billing-history",{"title":412,"description":413,"path":414,"dir":409,"slug":415},"Credits Overview","How team credits work: when a credit is used, what happens when someone leaves, edit credits, and how to track usage.","\u002Fdocs\u002Fteam-lead\u002Fbilling\u002Fcredits-overview","credits-overview",{"title":417,"description":418,"path":419,"dir":409,"slug":420},"Purchasing Credits","How to buy credits for your team: payment methods, the volume discount ladder, invoices for large orders, and automatic top-up.","\u002Fdocs\u002Fteam-lead\u002Fbilling\u002Fpurchasing-credits","purchasing-credits",{"title":422,"description":423,"path":424,"dir":409,"slug":425},"Refunds for Teams","The 30-day money-back guarantee for team purchases and how to request a refund.","\u002Fdocs\u002Fteam-lead\u002Fbilling\u002Frefunds","refunds",{"title":427,"description":428,"path":429,"dir":430,"slug":431},"Creating a Team Account","How to set up a HeadshotPro team: answer four questions, pick the look, pay, and invite your team.","\u002Fdocs\u002Fteam-lead\u002Fgetting-started\u002Fcreating-a-team","\u002Fdocs\u002Fteam-lead\u002Fgetting-started","creating-a-team",{"title":375,"description":433,"path":374,"dir":430,"slug":434},"Three ways to add people to your team: email invites, your shareable team link, or uploading photos for them.","inviting-members",{"title":436,"description":437,"path":438,"dir":430,"slug":439},"The New AI Model for Teams","What changed with the latest AI model: 2–3 selfies instead of 15, 40 headshots per person, self-serve redos, and how to upgrade an older team.","\u002Fdocs\u002Fteam-lead\u002Fgetting-started\u002Fnew-model","new-model",{"title":441,"description":442,"path":443,"dir":430,"slug":444},"HeadshotPro for Teams: Overview","How HeadshotPro Teams works for organizations: one consistent look, self-serve shoots for every member, and answers to the questions buyers ask first.","\u002Fdocs\u002Fteam-lead\u002Fgetting-started\u002Foverview","overview",{"title":446,"description":447,"path":448,"dir":430,"slug":449},"Overview","Your team dashboard: credits, member progress, pending invites, the team link, and the left menu.","\u002Fdocs\u002Fteam-lead\u002Fgetting-started\u002Fteam-dashboard","team-dashboard",{"title":451,"description":452,"path":453,"dir":430,"slug":454},"Team Link, QR Code and Poster","Your team's permanent join link at headshotpro.com\u002Ft\u002Fyour-company, its QR code, and the printable poster.","\u002Fdocs\u002Fteam-lead\u002Fgetting-started\u002Fteam-link-qr-and-poster","team-link-qr-and-poster",{"title":456,"description":457,"path":458,"dir":459,"slug":460},"API Overview","The HeadshotPro API: what it automates, the three ways to connect your HR tools, and where the full documentation lives.","\u002Fdocs\u002Fteam-lead\u002Fintegrations\u002Fapi-overview","\u002Fdocs\u002Fteam-lead\u002Fintegrations","api-overview",{"title":462,"description":463,"path":464,"dir":459,"slug":465},"Gift Codes","Hand out headshots with redeemable codes instead of a team invite.","\u002Fdocs\u002Fteam-lead\u002Fintegrations\u002Fgift-codes","gift-codes",{"title":467,"description":468,"path":469,"dir":459,"slug":470},"Webhooks and Integrations","Connect HeadshotPro to Zapier or to your own systems with webhooks.","\u002Fdocs\u002Fteam-lead\u002Fintegrations\u002Fwebhooks-and-integrations","webhooks-and-integrations",{"title":472,"description":473,"path":474,"dir":475,"slug":476},"Creating and Managing Teams","How to create, edit, and delete sub-teams within your organization to group members by department","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fcreating-teams","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team","creating-teams",{"title":478,"description":479,"path":480,"dir":475,"slug":481},"Custom Fields","Collect extra information from your team members during their headshot onboarding.","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fcustom-fields","custom-fields",{"title":483,"description":484,"path":485,"dir":475,"slug":486},"Customizing Emails","Control which emails your team receives, where admin alerts go, and rewrite the wording of member emails.","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fcustomizing-emails","customizing-emails",{"title":488,"description":489,"path":490,"dir":475,"slug":491},"Deleting Your Organization","How the owner deletes a team organization, and how a team lead then deletes their own HeadshotPro account.","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fdeleting-your-organization","deleting-your-organization",{"title":6,"description":396,"path":400,"dir":475,"slug":14},{"title":494,"description":495,"path":496,"dir":475,"slug":497},"Organization Settings","Manage your organization's name, logo, headshot preferences and email notifications.","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Forganization-settings","organization-settings",{"title":387,"description":499,"path":386,"dir":475,"slug":500},"Remove a member from your organization, and understand what happens to their data and your credits.","removing-members",{"title":381,"description":502,"path":380,"dir":475,"slug":503},"Understand the owner, admin and member roles, and how to add or remove admins.","roles-and-permissions",{"title":505,"description":506,"path":507,"dir":475,"slug":508},"Security Controls","Configure MFA for admins, manage admins, transfer ownership, and set data retention for your organization.","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fsecurity-controls","security-controls",{"title":510,"description":511,"path":512,"dir":475,"slug":513},"SSO Setup","Connect your identity provider to HeadshotPro so team members authenticate through your company's existing SSO system.","\u002Fdocs\u002Fteam-lead\u002Fmanaging-your-team\u002Fsso-setup","sso-setup",{"title":515,"description":516,"path":517,"dir":518,"slug":519},"Approving and Managing Headshots","How to review finished member headshots, mark them as handled, and download photos for the whole team","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fapproving-and-managing-headshots","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots","approving-and-managing-headshots",{"title":521,"description":522,"path":523,"dir":518,"slug":524},"Bulk Uploading Photos","Upload ZIP files for multiple team members at once to create headshot models without individual onboarding.","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fbulk-uploading-photos","bulk-uploading-photos",{"title":526,"description":527,"path":528,"dir":518,"slug":529},"Creating Profile Picture Templates","How to create branded profile picture templates with shape, background, border, outline, and logo overlay settings.","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fcreating-templates","creating-templates",{"title":531,"description":532,"path":533,"dir":518,"slug":534},"Enforcing Consistency","Use the approved list, outfit rules, backdrop settings, per-team overrides and pose selection to keep every team headshot on-brand.","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fenforcing-consistency","enforcing-consistency",{"title":536,"description":537,"path":538,"dir":518,"slug":539},"Headshots Still Preparing","What to expect while a member's headshots generate, and what to do when a shoot looks stuck","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fheadshots-still-preparing","headshots-still-preparing",{"title":311,"description":541,"path":310,"dir":518,"slug":542},"How a team member gets a free retry, and how you start a new shoot for them when the retry is used up","issuing-retries",{"title":544,"description":545,"path":546,"dir":518,"slug":547},"Managing Profile Picture Templates","How to edit, delete, set a default, and apply profile picture templates to organization members.","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fmanaging-templates","managing-templates",{"title":549,"description":550,"path":551,"dir":518,"slug":552},"Pose Selection","Restrict which body poses HeadshotPro cycles through when generating headshots for your team.","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fpose-selection","pose-selection",{"title":554,"description":555,"path":556,"dir":518,"slug":557},"Quality Tips","What to tell your team before they upload selfies, and why results sometimes differ from the person","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fquality-tips","quality-tips",{"title":559,"description":560,"path":561,"dir":518,"slug":562},"Style Presets","Choose the backdrops and outfits your team can use, add your own backdrops and outfits, and set a different look per team.","\u002Fdocs\u002Fteam-lead\u002Fteam-headshots\u002Fstyle-presets","style-presets",{"title":369,"description":564,"path":368,"dir":518,"slug":565},"Track every member's shoot from Overview and Members, open their photos, and download headshots in the sizes your organization needs","viewing-team-headshots",[567,571,575,579,583],{"slug":568,"name":569,"articles":570},"billing","Billing",[405,411,416,421],{"slug":572,"name":573,"articles":574},"getting-started","Getting Started",[426,432,435,440,445,450],{"slug":576,"name":577,"articles":578},"integrations","Integrations",[455,461,466],{"slug":580,"name":581,"articles":582},"managing-your-team","Managing Your Team",[471,477,482,487,492,493,498,501,504,509],{"slug":584,"name":585,"articles":586},"team-headshots","Team Headshots",[514,520,525,530,535,540,543,548,553,558,563],[],false,1793943945678]