Team Management

💡 When Might You Want to Use This?

• You need to invite a new team member to the portal.
• You want to update someone's role or information.
• You need to remove a team member who no longer needs access.

🪜 Getting Started

1. In the left-hand panel, click Team Management.

This opens the main Team Management screen, where you'll see a notice confirming whether you're logged in as a Team Admin or a Member.

Searching Your Team

Use the search bar to find a team member by name or email address.

Understanding the Columns

Team Admin vs. Member

When assigning roles, keep the following in mind:

• Team Admin — Can access Team Management, and has the ability to invite, edit, and remove other team members.
• Member — Has access to the portal but cannot view or access the Team Management section, and cannot add, edit, or remove other team members.

Only Team Admins can manage who's on the team, so assign this role to anyone who should be responsible for maintaining team access.
 

✏️ Editing a Team Member

1. In the Actions column, select Edit on the member you'd like to update.
2. From here, you can update their first name or their team role (Team Admin or Member).

Note: Email addresses cannot be edited once a member has been created.

❌ Removing a Team Member

1. In the Actions column, select Remove on the member you'd like to take off your team.

Note: Members with the Team Admin role cannot be removed.

🛠️ Troubleshooting

I can't remove a team member

• Check their role. Team Admins cannot be removed — you'll need to change their role to Member first if they should no longer have admin access.

I need to update a team member's email address

• Email addresses can't be edited after a member is created. Remove the existing member and send a new invite with the correct email instead.

A team member's status shows "Invited"

• This means they haven't yet accepted their invitation. Their status will update to Active once they do.