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How can a Team Owner or Team Admin add or remove team members and assign roles?

Updated today

As a Team Admin, you can manage your team members and assign roles in just few simple steps.

Add and assign team role for new members

  • Navigate to My Teams page

  • Select the team you'd like to manage

  • Click on Add members button

  • Enter the team member's email and name

  • Choose their role in this team

  • Confirm your choice by clicking on Add member

  • This individual will instantly appear in the Team members list and receive an email invitation to join the team

If you'd like to update the role for your team member, you can do so by following these steps.


Remove team members

  • Select the trash bin icon next to the member you want to remove

  • Confirm your choice by clicking Remove

  • Note: Once removed, they will lose access to your team, associated meetings, and journeys.


Note:

  • Only the Team Owner can assign the admin role to a member.

  • Team Admins can assign only the trainer or member roles to other members.

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