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Team Management

By Trio Team · Updated

Screenshot of Team Management

Manage everyone with access to your studio from the Team tab in Studio Settings. The tab holds an invite form, your pending invitations, and a list of current members. Only owners and admins see the Team tab. Adding teacher or staff accounts is available on the Pro plan and above; the Free plan is a single-teacher studio.

Reaching Team Management

Open Studio Settings and select the Team tab from the tab bar. The tab appears only for owners and admins.

Roles

Trio uses four staff roles, in order of privilege:

  • Owner - full control, including billing, subscription, and the danger zone. Exactly one per studio.
  • Admin - everything an owner can do except owner-only actions like deleting the studio and changing the subscription.
  • Teacher - works with their own students, lessons, calendar, lesson notes, and attendance.
  • Staff - administrative helpers; they handle students, scheduling, applications, and messaging, but not billing, reports, or settings.

Inviting a Member

In the Invite Member card, enter the person's Email, an optional Phone number, and choose a Role (Admin, Teacher, or Staff). Click Send Invite. Trio emails an invitation with a one-time link; when the recipient signs in, they join your studio with the assigned role.

Pending Invitations

The Invitations card lists invitations that have not yet been accepted. Each shows the email, role, and status (Pending, Expired). For each you can:

  • Resend - email the link again, useful when it expires or gets lost
  • Revoke - cancel the invitation

Team Members

The Team Members card lists current members with their role, availability, instruments, and status. Owners and admins can:

  • Change role - owners adjust a member's role from the inline role selector, with a confirmation prompt
  • Edit - open a teacher's profile details (name, display name, phone, bio) from the Actions menu
  • Manage instruments - use the pencil in the Instruments column to set which instruments a teacher offers
  • Manage availability - use the pencil in the Availability column to open that teacher's weekly schedule
  • Deactivate - remove a member's access while preserving their history; deactivated members can be re-activated later

A safeguard prevents removing or demoting the last owner - promote another member to owner first.

When an invited teacher signs in for the first time, they complete a short one-time personal setup (their name, instruments, and weekly availability) before reaching the dashboard.

How Roles Affect the App

Each role sees only the features it is allowed to use. For example, only owners and admins see Billing, Reports, and Studio Settings; only the owner sees Owner Settings; and teachers see only their own students.

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