Manage Team Members and Admin Access

Add or remove team members and manage administrator access.

Add or Remove Team Members

To Add Members:

1️⃣ Go to the Team.
2️⃣ Navigate to the People tab.
3️⃣ Click Invite Users and select the member(s) to add. They will appear in the bottom. 
4️⃣ Click on the blue tick icon to confirm. 

To Remove Members:

1️⃣ Go to the Team.
2️⃣ Navigate to the People tab.
3️⃣ Click the bin (🗑) icon next to the member’s name to remove them.

Grant Admin Access to Team Members

What Organisation Admins Can Do:

✅ Manage Members – Add and remove Team members.
✅ Access Team Settings – Configure Team-level settings.
✅ Download Team Reports (Case Metrics)

How to Give Admin Access

1️⃣ Go to the Team.
2️⃣ Navigate to the People tab.
3️⃣ Under the All or Members tab, click on Admin next to the member’s name