This article will guide you through managing team members. The Team Member feature enhances team management by allowing you to move members between teams, assign them to multiple teams, or remove them as needed. It provides clear visibility into team compositions, ensuring efficient organization. Additionally, unassigned members can be easily placed into their appropriate teams, helping maintain structured and up-to-date team rosters.

Navigating to Team Members

To navigate to this screen, please follow the steps below:

• Open Settings
• Locate Team Members

In the short video below we show you how to navigate to team members

Add team members to a team

There are a few options for you on the Team Members screen, including adding team members to teams. Simply:

• While on the Team Members screen, select one or a few team members
• Click on the Add to a team option
• Choose a team on the right-hand side
• Proceed with Move here button

Note: This option allows you to add one team member to different teams.

The short video below shows you how to add team members to a team

Move team members to another team

Instead of adding a member to different teams, you can relocate them by using this option. To do that, follow the steps below:

• Select one or a few team members
• Click on the Move to a team option
• Choose a team on the right-hand side
• Proceed with Move here button

Note: This option allows you to relocate team members to different teams.

In the short video below we show you how to move team members to another team

Remove a team member from all teams

In case you would like to remove a team member from all teams, which will result in moving that team member to the Unassigned tab, simply:

• Select one or a few team members
• Click on the Remove from all teams option

Note: This option will remove a team member from all teams which will result in relocating that team member to the Unassigned tab.

The short video below shows you how to remove a team member from all teams

Remove a team member from one team

If you would like to remove a team member only from one specific team, please follow the steps below:

• Click on one email address which will open up a new screen
• Locate the team you would like to delete the member from
• Click on the Remove option

Note: You have the option to remove that specific team member from all teams on the same screen.

In the short video below we show you how to remove a team member from one team

Delete team members

To delete team members for good, simply:

• Select one or a few team members
• Click on the Delete option

Note: This option will delete the team members from the account, which means that you will need to add them again if deleted.

The short video below shows you how to delete team members

Three dots menu

This is the menu on the right-hand side of each team member. When you open it, you will be able to use the same options as described above, but only for one specific user. Simply:

• Locate a specific team member
• Click on the three dots
• Select the option you are interested in

In the screenshot below we show you the three dots menu

Right-click menu

This enhancement consolidates various functionalities across the application, making them easily accessible with a simple right-click of your mouse. The right-click option gives you the ability to use all of the above options as well as copy the email of a specific team member. Simply:

• Locate a specific team member
• Click on the right-click
• Select the option you are interested in

The screenshot below shows you the right-click menu

Unassigned team members

This tab is for all team members who are not a part of a team. While on this tab, you can add team members to a team by following the steps below:

• Locate a specific team member
• Either use the three dots menu, select one or a few team members, or use the right-click option
• Click on the Add to a team option
• Choose a team on the right-hand side
• Proceed with Move here button

In the short video below we show you unassigned team members

Team Member Menu

To access this menu, simply click on one of the emails on the Team Members Screen. There are a few options available for you:

• Add to a team – with this option, you can add a specific team member to another team
• Remove – this option will remove the team member from a specific team
• Remove from all – with this option, you can remove the team member from all teams
• Delete – if you choose to delete a team member, the member will be deleted for good

The screenshot below shows you the Team Member menu