> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getray.info/llms.txt
> Use this file to discover all available pages before exploring further.

# Company members and requests

> How an admin manages a company's members and managers in the RAY admin portal (add a new user, link existing users, change member or manager type, activate, deactivate, delete, assign members to units) and how to approve or decline the member requests that company managers raise. Found under Directory → Companies, on a company's Members and Managers tabs and in the Member Requests tab.

## Summary

Every company in the RAY admin portal has **members** (its employees or occupants) and **managers**
(members who look after the company on the RAY Hub). An admin manages both from the company's
**Members** and **Managers** tabs: adding brand-new users, linking existing users, switching a
person between member and manager, activating, deactivating or deleting them, and assigning them to
the company's units. When company managers make changes that need admin approval, those changes
appear as **Member Requests**. Company records themselves are described in
[Companies](/directory/companies).

## Where to find company members and requests

* Members and managers: **Directory → Companies** (Arabic: **الدليل ← الشركات**), click a
  company, then the **Members** or **Managers** tab.
* Requests: **Directory → Companies**, tab **Member Requests**. Clicking a request opens its detail
  page.

## Who can manage company members and requests

Admins whose role includes the companies feature. See
[Roles and permissions](/getting-started/roles-and-permissions).

## Company Members and Managers tab columns

The **Members** tab lists the company's members and the **Managers** tab its managers, with the same
columns:

| Column     | Meaning                                                                            |
| ---------- | ---------------------------------------------------------------------------------- |
| **Name**   | The person's name and photo.                                                       |
| **Email**  | The person's email address.                                                        |
| **Type**   | **Member** or **Manager**. Click the tag to switch.                                |
| **Active** | **Activated** or **Deactivated**. Click the tag to **Deactivate** or **Activate**. |
| Actions    | **Delete** removes the person.                                                     |

Each row has a checkbox for the **Bulk actions** list (**Assign Unit**, **Unassign Unit**).

## How to add a new user to a company

**Add** creates a new user who does not exist in RAY yet.

1. Open the company and the **Members** tab (or **Managers** tab to add a manager).
2. Click **Add**. The dialog is titled **Add Member** or **Add Manager** and warns "This user will
   become company-managed".
3. Enter the **First Name** and **Last Name** (2 to 50 characters each) and the **Email**.
4. Optionally enter the **Phone Number** and choose one of the company's **Units**.
5. Click **Save**.

If the email does not match the company's **Domain Name**, the dialog shows "This user's email
doesn't match the company domain name. The user will still be a company-managed user". The warning
does not block saving.

## How to link existing users to a company

**Link** attaches users who already exist in RAY.

1. Open the company and the **Members** tab (or **Managers** tab).
2. Click **Link**. The dialog warns "Selected users will become company-managed".
3. Select one or more users.
4. Optionally choose one of the company's **Units**. All the selected users get that unit.
5. Click **Save**.

A user can belong to only one company; see "What does company-managed mean?" in
[Companies](/directory/companies).

## How to change a company member into a manager

1. Open the company and the **Members** tab.
2. Click the person's **Type** tag (**Member**) and choose **Manager**.

The person moves to the **Managers** tab. Use the same steps in the **Managers** tab to turn a
manager back into a member.

## How to deactivate or delete a company member

* To stop a member signing in, click the **Activated** tag in the **Active** column, choose
  **Deactivate**, and confirm. Choose **Activate** on a **Deactivated** tag to reverse it.
* To remove a member, click **Delete** on the row and confirm the **Delete** dialog.

The same actions exist in the **Managers** tab for managers.

## How to assign company members to a unit

1. Open the company and the **Members** or **Managers** tab.
2. Tick the people to assign.
3. In **Bulk actions**, choose **Assign Unit** (or **Unassign Unit** to remove them from a unit).
4. Choose the **Unit** from the company's units.
5. Click **Assign** (or **Unassign**).

The unit list contains only units linked to the company in its **Units** tab.

## Member Requests list

The **Member Requests** tab of **Directory → Companies** lists requests raised by company managers
for all companies:

| Column           | Meaning                                                                             |
| ---------------- | ----------------------------------------------------------------------------------- |
| **Company**      | The company concerned.                                                              |
| **Request Type** | **Create Member**, **Delete Member**, **Activate Member** or **Deactivate Member**. |
| **Member Name**  | The member the request is about. **Deleted User** when that user no longer exists.  |
| **Member Email** | The member's email.                                                                 |
| **Requested by** | The manager who raised the request.                                                 |
| **Requested on** | Date and time of the request.                                                       |
| **Status**       | **Pending**, **Approved**, **Declined**, **Completed**, **Failed** or **Canceled**. |

Quick filters above the list show **All** requests or one status. The filters also offer **Company
Name**, **Request Type** and **Requested on**.

## How to approve or decline a member request

1. Open **Directory → Companies**, tab **Member Requests**.
2. Find the **Pending** request. Optionally click it to see the **Request Information**, **Company
   Information** and **Member Information** on its detail page.
3. Click the **Pending** status tag (in the list or at the top of the detail page).
4. Choose **Approve**, or choose **Decline**, enter the **Reason** ("Please provide a reason for
   declining this request.") and confirm.

Only **Pending** requests can be approved or declined; the other statuses are final.

## Common questions about company members and requests

### Why can't I add or link members to a company?

The company is **Inactive**. While a company is inactive, **Add** and **Link** are disabled and
**Assign Unit** / **Unassign Unit** are disabled with the tooltip "Members cannot be assigned to
units while the company is inactive." Activate the company first.

### What is the difference between Add and Link on a company's Members tab?

**Add** creates a brand-new user from a name and email. **Link** attaches one or more users who
already exist in RAY. Both make the users company-managed.

### Why do company managers' changes appear in Member Requests?

In the **Settings** tab of **Directory → Companies**, the matching manager permission is set to
**Requires Admin Approval**. Set it to **Yes** to let managers act without approval, or **No** to
stop them.

### Why is a unit missing from the Assign Unit list?

The list shows only units linked to the company. Link the unit in the company's **Units** tab first.

## Related pages

* [Companies](/directory/companies): company records, units, billing addresses and manager settings.
* [User detail tabs](/directory/user-detail-tabs): linking a user to a company from the user's page.
* [Users](/directory/users): all users of the organization.