Add a member

Adds an existing RenewalBench account to this workspace by email. There's no invite email sent yet -- the person needs to have signed in at index.html at least once first, so ask them to do that if they haven't.

Invite a new person

Pre-approves an email that has never used RenewalBench before -- they'll be able to sign in (magic link or password) and land straight in this workspace with the role you pick below. This is the only way a brand-new person can sign in at all now; an unapproved email is rejected right at login.

Bulk upload — click here to use the required template. Only updates existing members and adds people who've already signed in at least once — an email with no RenewalBench account yet is skipped with a note; use "Invite a new person" above for someone brand new. You can't change your own role or remove yourself here -- have another admin do it if needed. Manager + calendar link power the "schedule a call" prompt in the tool -- a calendar link only matters on someone who is set as someone else's manager. Finance and Support lead are workspace-wide reviewer pools (ADDENDUM_13 §5), not a reporting relationship -- checking one surfaces a proactive review queue on that person's own dashboard: Finance sees any offer above the discount band or carrying a non-price concession, Support leadership sees only disputed at-risk claims (never every at-risk flag).