How to manage the members of a team?

You can manage a team by adding users, removing users, changing the team member to another team, activating and deactivating the users, and so on. The account administrator can perform these processes across the entire organization, while the team administrator can only make changes to their respective team.

Follow the steps below to add, remove, change to another team, activate, deactivate and search the users in a team:

Adding a user

• Expand the Users & Teams menu and select the Teams option.
• Select the team to which you want to add members.
• Next, click the Invite users button on the top-right of the page.

• In the Invite new users dialog box, enter the user’s email address, choose the user’s role, and then click the Add button, followed by the Invite button. You can also designate more than one user as team admin in the team.

• Now, the invited users will receive an email with a link to accept the invitation.
• Once the user has accepted the invitation, they will be added to the team.

Removing a user

• Carefully consider your actions before deleting a user. Once a user has been deleted, they will be permanently removed and cannot be retrieved.
• Click the Context menu located at the end of the user you want to remove and select the Delete User option.

• A confirmation pop-up will appear. If the user has no document associated with them, then click the Confirm button to remove the user.
• If the user has documents associated with them, then transfer the ownership to another user by selecting their name from the To field and clicking the Confirm button.

• Now, the user will be deleted successfully.

Deactivate a user

• When a user is deactivated, their account is temporarily suspended. The user cannot access their account or perform any actions within the system. However, they can be activated again if needed in the future.
• Click the Context menu located at the end of the user you want to deactivate and select the Deactivate User option.

• A confirmation pop-up will be displayed. Fill in the required field and click the Confirm button.

Activate a user

• A deactivated user can be further activated by clicking the Context menu at the end of the deactivated user.
• Then, select the Activate User option.

• Now, the user will be reactivated.

Searching for a user

• You can search for a particular user from the list of users using the Search users field.

Changing a team

• You can able to move the user from one team to another.
• Click the Context menu located at the end of the user and select the Change Team option.

• Next, select the Team from the Select Team drop-down menu and choose whether to transfer the user’s documents to the new team or to another user.
• Finally, click the Confirm button.

• Now, the selected user has been successfully moved to another team.