Manage team 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:

   Name, Email
   Ada Lovelace, [email protected]

   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.