Managing Members
- Alex Do (Unlicensed)
With Members Group, Global and Company admins can do the following while managing members:
Add a new group member
Delete the group member
Edit group member's details
Adding Members
To add a new member:
Go to the Groups tab of the Members module in the admin mode
Click on the desired group
Click on the Add Members button
Choose members that you want to add from the dropdown list. If you want to, you can add all members of the already existing group by choosing it
Click Add
Deleting Members
To delete a member:
Go to the Groups tab of the Members module in the admin mode
Click on the desired group
Click on the cross button on the right side across the member's name
Confirm deletion
You can delete multiple members at once by clicking on checkboxes left of their names and clicking Delete in the pop-up at the bottom of the screen
Edit Member
To edit a group member's details:
Go to the Members tab of the module in the admin mode
Choose the required member
Make the required edits
Save Changes
You can edit members' Personal Info, change their Group Memberships, set up their Fields of Work, add the Employee ID, and set the profile to be visible.