Manage your Team

To access Team Settings to make edits to your team follow these steps:

  1. Click on your profile picture and select “Your Profile”.

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  1. Select the Teams sub page and click on the blue button beside your team name.

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Edit Profile

Your Team profile consists of a Team photo and name. To change either of these fields follow these steps:

  1. Navigate to your Team Settings page and open the “Profile” sub page.

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  1. Here you can Browse for a new Team Photo and update your team name.

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  1. Once you have made your edits, select “Update” to save your changes.

Invite a Member

Team members can be invited one at a time. To invite a new member follow these steps:

  1. Navigate to the Team Settings page and open the “Membership” sub page.

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  1. Enter the email and role of the new member. For more information on member roles and the abilities and restrictions of these members click here.
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  2. Click on “Send Invitation” to invite the new member.

Edit Current Member

Once you have added a member to your team you may want to change their role to give them more or less responsibility and access to sensitive information. To read more about the different roles and their abilities click here. To edit a member’s role follow these steps:

  1. Navigate to the Team Settings page and open the “Membership” sub page.

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  1. Scroll to the bottom of the page and select the blue button beside the member you want to edit.

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  1. Select the “Role” box and choose a new role for your member.

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  1. Select “Update” to save your changes.

Delete a Member

To delete a member from your team follow these steps:

  1. Navigate to the Team Settings page and open the “Membership” subpage.

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  1. Scroll to the bottom of the page and select the red garbage can beside the member you want to delete.

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