Managing a Team

Once a team is created, you can manage its members and details. You must be an Admin or Partner user to manage teams.

  1. Go to Manage Users.
  2. Click on the Edit Teams tab.
  3. Click on the name of the team you wish to manage from the list.

This will take you to the team’s detail page, where you can perform the following actions.

Adding Members to a Team

  1. On the team detail page, find the “Members” section.
  2. Click the Add New Team Member button.
  3. A list of users who are not yet in the team will be displayed.
  4. Select the user(s) you want to add. You can often search for users by name or email.
  5. Click Add to confirm. The selected users will now be part of the team and inherit its permissions.

Removing Members from a Team

  1. In the “Members” list on the team detail page, locate the user you wish to remove.
  2. Click the Remove or trash can icon next to the user’s name.
  3. A confirmation prompt will appear. Confirm the action to remove the user from the team. Their team-based permissions will be revoked.

Deleting a Team

Deleting a team is a permanent action and cannot be undone.

  1. On the team detail page, find and click the three dots and select the Delete button.
  2. You will be asked to confirm the deletion, as this action is irreversible.
  3. Once confirmed, the team will be permanently removed. Any permissions or assignments linked directly to the team will also be removed.
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