What are team members

What are team members

Team members are the users assigned to a specific team within the system. Each member can have a defined role and may be associated with one or more companies. You can easily view, add, edit, or deactivate members to keep your team structure up to date.

There are two ways to view team members.

Option 1: 

Open the Teams module. On the team list, you can see the members displayed within each team’s row. Hover your mouse over a member’s avatar to view their name. Clicking on any avatar will open that member’s Details page.

Option 2: 

Open the Teams module, select a team from the list, and click to open it. On the team’s Details page, click the Members tab in the navigation header. The Team Members page will open, displaying both Active and Inactive members, the companies they are associated with, and their roles. At the end of each row, the ⋯ (action) icon provides access to the Edit and Deactivate options. 

How to edit a team member

Open the Teams module and navigate to the Members tab of your chosen team. 

Locate the member you wish to update, click the ⋯ (action) icon at the end of their row, and select Edit. 

Make the necessary changes to the member’s role, then click Save to confirm the updates.

How to deactivate a team member

Open the Teams module and click the Members tab of your selected team. 

Find the member you want to deactivate, click the ⋯ (action) icon at the end of their row, and select Deactivate. A confirmation message will appear—click OK to confirm.

The member will be marked as Inactive but will remain in the team’s record for reference.