Skip to Content

Members

The Members section

A Member holds a seat and can sign in — different from a Person, who’s a directory record without an account. Removing a seat frees it but keeps the directory Person, along with their groups, rates, and reporting line.

Each member row links back to their Person, matched by email.

Access levels

LevelWhat they can do
MemberConnects their own accounts, answers Alma’s questions, runs their workflows
AdminEverything a Member does, plus Radar — a live read on ROI, coverage & AI use
ImplementerFull control of the implementation — Sources, Memory, Workflows, Security

A few Console pickers — a workflow’s visibility baseline, tool-access rule subjects — label this same access level Owners instead of Implementer. Same level, different word depending on where you’re looking.

What’s enforced today

The Console is gated to Admin and Implementer; Members can’t reach it. Beyond that gate, Admin and Implementer are currently equivalent — anything an Implementer can do in the Console, an Admin can also do, including viewing and editing compensation despite its Implementers-only label. Treat Admin as full administrative access.

Inviting

Invite takes an email and an access level. Invitations expire after 7 days.

The access level carries all three tiers — Member, Admin and Implementer — so an invite can land someone at Implementer without promoting them afterwards.

Select pending invites to Re-send or Remove.

Onboarding

The Onboarding column shows whether a member has finished their first-run page; someone who hasn’t is sent there on every sign-in. Mark onboarded forces it complete — there’s no un-onboard.

Your own seat

Your row is badged You, can’t be selected, and has no access dropdown.

Members vs. People

Someone Alma should know about needs a Person record. Someone who should use Alma needs a Member seat. Most companies have far more of the first than the second.

Last updated on