Managing Members
Organization members can receive vesting streams and view organization details.
Member roles
Section titled “Member roles”| Role | Permissions |
|---|---|
| Owner | Full control: manage org, token, members, vesting |
| Admin | Can manage members (add/remove) and view org details |
| Member | Can view org details and receive vesting streams |
Adding a member
Section titled “Adding a member”- Go to your organization’s Members section
- Click Add Member
- Enter the member’s wallet address or user ID
- Select a role (admin or member)
- Click Add
Members must have signed in to SimplyVest at least once to appear in the member list.
Changing roles
Section titled “Changing roles”- Find the member in the list
- Click the role dropdown
- Select the new role
Only owners can change member roles. You cannot change the owner’s role.
Removing a member
Section titled “Removing a member”- Find the member in the list
- Click Remove
- Confirm the action
Removing a member does not cancel their existing vesting streams — those continue until they are claimed or manually cancelled.