How to add, modify and delete team members?

This guide will provide step-by-step instructions on how to manage your team members efficiently within your organization. Whether you want to add new members to a team, modify existing members’ roles, or remove members from a team, this guide has got you covered.

Adding a New Team Member:

Step 1. Log in

Step 2. Go to the agency section in the left menu

Step 3. Click on the team member section

Step 4. Identify the team you want to add a new member to

Step 5. Click on the edit button (top-right corner of the team card)

Step 6. Choose to add a new member from the employee list or invite a new person

Step 7. If inviting, enter the email of the person to invite

Step 8. Once the invitation is sent, select the new member from the employee list

Step 9. Assign a role to the new member and confirm the addition

Modifying a Team Member:

Step 1. Log in

Step 2. Go to the agency section in the left menu

Step 3. Click on the team member section

Step 4. Identify the team you want to modify

Step 5. Click on the edit button (top-right corner of the team card)

Step 6. Select the member you want to modify and change their role using the dropdown menu (for roles within the same category)

Step 7. To demote/upgrade a member, remove them from one section and add to another

Removing a Team Member:

Step 1. Log in

Step 2. Go to the agency section in the left menu

Step 3. Click on the team member section

Step 4. Identify the team you want to remove a member from

Step 5. Click on the edit button (top-right corner of the team card)

Step 6. Find the member you want to remove and remove them

If what you need is to delete an employee, we recommend you to got to see our guide on How to delete employees