People management page — what you can do

The People page at /settings/team/people is your central control surface for everything member-related: invite, change roles, move to teams, remove or deactivate, view login history, impersonate, export. Filters and bulk actions speed up large-team management.

Who is this for

Admins, owners, and managers who manage a team larger than 5-10 people. For smaller teams the page works fine but the bulk features matter less.

Page layout

┌─────────────────────────────────────────────────────────────────┐
│ Search [...]   Filter: [Role▾] [Workspace▾] [Status▾]  [Invite] │
├─────────────────────────────────────────────────────────────────┤
│ ☐  Name       Email           Role      Last login   Status  ⋮ │
│ ☐  Sara M.    sara@acme.com   admin     2h ago       Active  ⋮ │
│ ☐  Luca P.    luca@acme.com   mediabuy. 5d ago       Active  ⋮ │
│ ☐  Anna B.    anna@acme.com   finance   never        Pending ⋮ │
│ ...                                                             │
└─────────────────────────────────────────────────────────────────┘

The table

Columns:

Rows render virtualized for large teams (>50 members) for smooth scrolling.

Filters

Top of the page:

• Search: by name or email (substring match)

• Role: filter by one or many roles

• Workspace: only shows members of selected workspaces

• Status: Active / Deactivated / Pending / All

Combine filters freely. Active filters show as removable chips above the table.

Action menu (per row)

Click the ⋮ on any row to open:

Some actions are hidden if your role doesn't allow them.

Bulk actions

Step 1: Select multiple rows

Tick the checkbox on each row (or "select all" in the column header → applies to current filter result).

Step 2: Use the bulk toolbar

A toolbar appears above the table:

• Change role (all selected → same new role)

• Move to team (all → same team)

• Deactivate (all)

• Remove from workspace (all)

• Export CSV (just the selected, not full table)

Step 3: Confirm

A modal lists what will happen and asks for confirmation. Bulk actions are atomic — all succeed or all roll back.

Bulk limits: 50 rows per action. For larger waves, split into batches.

CSV export

Two ways:

• Export all (current filter): top-right ⋯ → Export to CSV. Includes name, email, role, workspaces, status, last login, joined date

• Export selected: bulk toolbar Export CSV

Useful for HR audits, seat reconciliation, or before a major restructure.

Pending invitations

Rows with status Pending = invited but haven't accepted. They show:

• Role + workspace (assigned at invite time, will be applied on accept)

• "Sent N days ago" instead of last-login time

• Action menu has Resend invite, Revoke invite, Copy invite link

Pending invites count toward your seat ceiling.

Active sessions

For a per-user deep dive on currently-active sessions, click their row → detail drawer → Active sessions section. Shows:

• IP address

• User agent (browser + OS)

• Last seen timestamp

• Geographic location (best-effort from IP)

• Revoke session button (admin can force-logout a session)

Useful for security incidents ("did Bob log in from somewhere unusual yesterday?").

Login history

Same drawer, Login history section. Shows:

• Recent login attempts (success + failure)

• Failure reason (wrong password, 2FA failed, account locked)

• IP and user agent per attempt

• Paginated (20 per page)

For workspace-wide login log, use the audit log instead (team-113).

Sorting

Click column headers to sort by:

• Name (alphabetical)

• Email (alphabetical)

• Role (by power level, descending)

• Last login (recent first / oldest first)

• Status (Pending first → Active → Deactivated)

Sort persists across navigation.

What you'll see

Common UX cues:

• Pending invites highlighted with yellow border-left

• Deactivated users greyed out (visible only if filter includes "Deactivated")

• Members with no team memberships (when Teams are used) flagged with a warning icon — they may see no ad accounts

• Soft-deleted members: not shown by default; toggle "Show removed" to surface them (admin-only)

Performance tips

• Use filters to narrow before bulk-selecting (don't bulk-action 500 users at once)

• Export CSV for analysis instead of scrolling

• Pin frequently-used filters (e.g. "All admins") via the saved-filter feature

Common issues

• Action menu missing options: your role doesn't grant them. Ask an admin/owner.

• Member I removed still appears: refresh; soft delete takes effect immediately but UI may cache for a few seconds.

• Cannot find a member I just invited: filter on status "Pending" or remove the role filter (you may be hiding their tier).

• Bulk action stuck on "Processing...": check the page after 30s; if still stuck, refresh. The action either completed or rolled back atomically.

• CSV export missing fields: Wevion exports a fixed schema; for custom fields query the audit log or contact support.

Related

• Invite and manage team members — the dominant action

• Share ad accounts with team members — the Teams grouping accessed via "Move to team"

• Impersonate a user — initiated from the action menu