Managing Members

Learn how to manage existing team members in your department.

Administrator Access Required

Only users with the Administrator role can manage members.

Viewing Your Team

1. Navigate to Members under the Admin section of the sidebar
2. You'll see a list of all members and pending invitations

The member list shows:

• Name - The member's full name
• Email - Their email address
• Role - Member or Administrator
• Status - Active or Pending

Member Statistics

At the top of the Members page, you'll see quick stats:

• Total Members - All members including pending
• Active Users - Members who have accepted and set up their accounts
• Pending - Invitations waiting to be accepted
• Administrators - Users with admin access

Changing a Member's Role

To promote a member to Administrator or change an admin to a regular member:

1. Find the member in the list
2. Click the Edit button (or click on their row)
3. Select the new role
4. Click Save

Removing a Member

To remove a member from your department:

1. Find the member in the list
2. Click the Remove button
3. Confirm the removal

What happens when you remove a member:

• They immediately lose access to your department
• They can no longer view resources in the portal or app
• If they belong to other departments, those aren't affected
• Their account isn't deleted, just their membership to your department

Best Practices

• Limit the number of administrators to those who need it
• Regularly review your member list and remove inactive users
• Use clear naming conventions so you can identify members easily