---
title: "Manage team members"
description: "Add people to a Bearly team, import a roster from CSV, change member access, and remove members."
canonical: "https://bearly.ai/docs/teams/members/"
markdown: "https://bearly.ai/docs/teams/members.md"
---

# Manage team members

HTML: [https://bearly.ai/docs/teams/members/](https://bearly.ai/docs/teams/members/)

> Add people to a Bearly team, import a roster from CSV, change member access, and remove members.

Everyone on a team can view its member list. Team administrators can also add people, change their roles and managed-team settings, and remove them.

Open your account menu and follow **Teams** → your team → **Members**. Use **Search members…** to find someone by name or email.

## Add one member



1. Select **Add member**.

2. Enter the person's **Name** and **Email**.

3. Leave **Team admin** off for an ordinary member. Turn it on only when the person should have full management permissions across the team.

4. For someone whose email matches a managed team's domain, choose a **Policy** when policies are available. The team's default policy is selected initially.

   You can also enter a monthly **Limit**. This member-specific limit overrides the policy limit; leave it blank when no individual limit is needed.

5. Select **Add Member**.



The person appears in the member list after Bearly adds them. The team's **Overview** counts memberships that have not yet been accepted under **Pending invites**.

> **Note**
> A managed team only accepts members whose email matches its managed domain. Policy and spending-limit controls appear only for those managed accounts.


## Add members from a CSV

Use a CSV import when you already have a roster.



1. Select **Bulk add members**, then **Select CSV File**.

2. Upload a `.csv` file with exactly two columns: name and email. Either order works:

   ```text
   Name, Email
   Ada Lovelace, ada@example.com
   ```

   You may include a header row; Bearly detects it automatically.

3. Review **Ready to Add Members**. Bearly separates the file into **To add** and **Already exist**, and shows the current member count.

4. Leave **Sync Mode** off when you only want to add people.

5. Select **Add _N_ Members** and wait for **Complete**. Review the **Added**, **Skipped**, and **Errors** counts before selecting **Done**.



CSV imports add people as ordinary members. On a managed team, they receive the default policy. You can promote an administrator, choose a different policy, or set an individual limit afterward.

> **Caution**
> **Sync Mode** treats the CSV as the team roster. Members who are not in the file are shown for removal and will be removed if you continue; Bearly does not include your own account in that removal list. Review the list carefully before selecting **Add _N_ & Remove _N_** or **Remove _N_ Members**.


If Bearly rejects the file, correct every reported row and upload it again. Common problems include extra columns, missing names or email addresses, and invalid email formats. If some operations fail after processing, the results list identifies the affected people; a second import will skip anyone already added.

## Edit a member

Only team administrators can change member settings.

1. Select the member's row or their **Member settings** gear.
2. Change their **Name** if needed. The **Email** is read-only; remove and re-add the member to correct an email address.
3. Use **Team admin** to grant or remove full team-management access.
4. For a managed account, choose a **Policy** and, if needed, enter a **Monthly spend limit**. Leave the limit blank to remove the member-specific limit.
5. Select **Save**.

If a policy badge includes **[Inactive]**, that member still references a policy that is no longer active on the team. Open their settings, choose an active policy or **No Policy**, then select **Save**.

## Remove a member

> **Caution**
> Removing a member ends their team membership and access to the team's shared chats and projects. The removal cannot be undone, although an administrator can add the person again later.


1. Open the member's row with **Member settings**.
2. Select **Remove**.
3. Review the confirmation, then select **Remove Member**.

If the wrong person was removed, use **Add member** to add them again and restore the appropriate role, policy, and individual limit.

## Continue through the documentation

- [Documentation index](https://bearly.ai/docs.md): Browse every Bearly guide.
- [Previous: Distribute skills from a shared folder](https://bearly.ai/docs/teams/skill-stores.md)
- [Next: Review team activity](https://bearly.ai/docs/teams/activity.md)