Chapter 2 covered inviting people. This chapter covers everything after that: adjusting roles as duties change, helping a locked-out colleague, and managing access over time. Everything happens on the Account Members page (the Team Members tile on your dashboard).
Note: This chapter applies to team accounts. On a solo account there are no other members to manage.
Reading the members list
Each person on the Account Members page shows their roles and a status badge:
| Badge | Meaning |
|---|---|
| Active | They can sign in and use the account normally. |
| Invite Pending | They have been invited but have not yet set their password. |
| Locked | You have temporarily blocked their sign-in (see below). |
| Deactivated | Their access has been ended (see below). |
Your own row is tagged You, and the account owner's row is tagged Owner.
All of the actions below live in the small actions menu (the three-dot button) at the end of each member's row.
The roles, in more depth
| Role | Best for | What it grants |
|---|---|---|
| Account Member | Everyone on the team | The everyday basics: signing in, viewing the account, lotteries, documents, reports, and the team list. Think of it as the foundation the other roles stack on. |
| Lottery Team | People who run lotteries | Creating lotteries, uploading applicant files, and scheduling drawings. |
| Billing Manager | People who handle money | Viewing invoices and receipts and paying invoices by card. |
| Account Manager | Your deputy | Managing the team on your behalf: inviting users, changing roles, and a few light administrative tasks. Give it together with Account Member. Note that it does not include billing access. |
| Account Guest | Outside stakeholders | The bare minimum: signing in and viewing basic account details. Nothing operational. Useful for an auditor or partner who just needs to look. |
Tip: Give people the smallest set of roles that covers their actual duties. It keeps your account tidy and your audit trail meaningful. Adding a role later takes seconds.
Changing someone's roles
- On Account Members, open the actions menu on the person's row and choose Roles.
- In the Manage Roles window, check or uncheck roles.
- Click Save Roles.
The change takes effect immediately. The member is notified automatically: whenever roles are added or removed, they receive an email with the subject "Your access on (account name) has been updated" summarizing what changed and who made the change. There is no way to change someone's access silently, which protects everyone.
Helping someone who cannot sign in
Depending on the situation, one of these three usually solves it:
- They forgot their password. First, remind them they can simply log in with an emailed code (Chapter 1) and set a new password themselves (Chapter 6). If they would rather be prompted, open their actions menu and choose Force Password Reset: they receive an email with a reset code, valid for about 10 minutes, and can set a new password.
- They never got their invitation. For a member still showing Invite Pending, the same Force Password Reset action re-sends the invitation email instead.
- Something feels wrong (a lost laptop, a suspicious email): see "Log Out Sessions" and "Lock" below, in that order.
Signing someone out everywhere
Actions menu, then Log Out Sessions. This immediately signs the person out of every device and browser where they were logged in. Their password and roles are untouched; they can sign back in normally. Use it when a device is lost or left logged in somewhere.
Temporarily locking someone's access
Actions menu, then Lock. A locked member cannot sign in at all, and any sessions they had are ended immediately. Everything about them (roles, name, history) is preserved. When you are ready, the same menu shows Unlock, and they can sign in again as before. No email is sent either way.
Lock is the right tool for temporary situations: extended leave, a security concern you are investigating, or "pause this account while we sort something out".
Deactivating a member
When someone leaves your organization, close out their access:
- Open their actions menu and choose Deactivate.
- Confirm. The message reminds you they will lose access to the account.
Their sign-in stops working immediately, any active sessions are ended, and their badge changes to Deactivated. Their history on the account (lotteries they created, actions they took) is preserved for your records.
Important: Deactivation is meant to be permanent, and there is no reactivate button on the members page. If someone returns to your organization, or you deactivate the wrong person, contact us at support@auditdraw.com and we will help restore access.
A few boundaries to know
- Only the account owner can hand out the full set of roles. An Account Manager manages members within the roles they are allowed to assign.
- Nobody can edit, lock, or deactivate the account Owner, and you cannot lock or deactivate yourself.
- Email addresses on existing members cannot be edited from this page; contact support if one needs to change.