Team Members

Modified on Mon, 18 Sep 2023 at 12:11 PM

When you are your Organization's administrator, you will have access to advanced features that regular users do not have access to.

One of these features is the Team Members section, which gives you access to tools for managing members in your Organization, such as editing, inviting, and creating members; managing groups within the Organization; and even erasing and disabling members or groups.

To access this section, expand Organization in the dashboard's sidebar
Click on Team Members

To invite a member click on Invite Member
In the new window type their e-mail, choose their role and assign the user to a group
Click on Invite

To create a new member, select Create Member
Fill out the window with all of their information
Click on Create

To edit groups, click on Edit Groups
Choose the group to edit
Rename the group as you wish; this change will be visible to all members of that group

To form a group, click on Create Group
Within Group Names, type the name of the group you want to create
Click on Save

To remove a group, click on Edit Groups
Select the group within the pop-up window
Click on Remove
To disable or delete a member, first, locate the member in the Team Members list at the bottom
Under Action, you can proceed to click either on the X icon to disable a member or click the trash icon to delete them permanently from your Organization