Member · Admin
Settings and your team
Your name, the organization, and who is invited.
Settings is a hub with four cards: Profile, Organization, Members & invites, and Billing. Everyone can open every card. Changing the organization, invites, or payment needs the admin role.
Profile
This is about you, not the company. Change your full name and your locale (language preference). Your email is the address you sign in with, and the address an invite must match, so Profile shows it and does not let you edit it. Choose Save profile. You should see Profile saved.
Locale is stored as your preference. The buttons and labels in Worklexia are in English today, even if you pick another locale.
Organization
Members see the name, a short fixed id, home country, and default currency. They cannot edit them. Admins can change the name, home country, and currency, then Save changes. The short id is the organization’s permanent label. Name, home country, and currency can change. The id cannot, so older records still point at the same team. Home country is the default Country context in Advisory. Pick the country where the team is based.
Members and invites
The members table lists everyone in the organization. You are marked with (you). A seat is a place on the plan. Each person uses one, and so does each invite that is still pending. An invite lasts seven days. Revoke cancels it immediately. After seven days it expires on its own. A revoked or expired invite no longer uses a seat, and its link stops working. When every seat is taken, Send invite asks you to upgrade.
Member
If you are a member
You can see names, emails, and roles. You cannot invite, change a role, or remove someone. A notice explains that only admins manage invites and roles.
Admin
If you are an admin
You can change a person’s role between member and admin, Remove them, and send invites.
| Control | What it does |
|---|---|
| Invite by email | The teammate’s work address. |
| Role | member (everyday use) or admin (can manage the team and the plan). |
| Send invite | Emails a Join your team link. |
| Revoke | Cancels a pending invite so the link stops working. |
Invite status is pending (sent, not yet accepted), accepted (the person joined), revoked (an admin cancelled it), or expired (seven days passed). Only pending uses a seat.
Tutorial: Invite a colleague as a member
- Open Settings → Members & invites.
- Type their work email.
- Leave Role on member unless they should manage billing.
- Choose Send invite.
- Confirm a pending row appears. They follow the email, then accept the invitation.
Billing has its own chapter: Plans and billing.