How Team Managers can add or remove members

How to use the Members tab

As a Team Manager, the Members button lets you manage the list of members in your group. What you can do from the Members button:

  • Add anyone with an existing WA Portal account to the team
  • Remove a member from the team
  • Assign or remove Team Manager role
Screenshot of group membership function.

 

To add someone to your team

If you have used the Invite a Member process, the member must first follow the instructions in the automated email and then click Accept. (See instructions.)

Screenshot of group membership function.

If the member has successfully created their account, you also can use the Add A Member button to search for their email and add that person to your team space.

Click Save after selecting the correct email. To add the member and assign that person the Team Manager role check the box after filling in their name​.

Select the View member button to "edit" whether someone is assigned as a team manager.

The Edit member button also provides the option to assign them as a team manager or remove a member from your group by selecting Delete. This action does not cancel their WA Portal account, it only removes them from your team.

The Remove member button will bring you directly to the option to remove someone from your team.

Screenshot of group membership function.