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Managing Members

Organization members can receive vesting streams and view organization details.

RolePermissions
OwnerFull control: manage org, token, members, vesting
AdminCan manage members (add/remove) and view org details
MemberCan view org details and receive vesting streams
  1. Go to your organization’s Members section
  2. Click Add Member
  3. Enter the member’s wallet address or user ID
  4. Select a role (admin or member)
  5. Click Add

Members must have signed in to SimplyVest at least once to appear in the member list.

  1. Find the member in the list
  2. Click the role dropdown
  3. Select the new role

Only owners can change member roles. You cannot change the owner’s role.

  1. Find the member in the list
  2. Click Remove
  3. Confirm the action

Removing a member does not cancel their existing vesting streams — those continue until they are claimed or manually cancelled.