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How Team Owners can add or remove team members from their team and assign roles?
How Team Owners can add or remove team members from their team and assign roles?

If you are a team owner and want to add or remove a team member from your team, you can do it from My Teams page.

Updated today

As a team owner, you hold the power to decide who is going to be the member of your team. Here are the steps to ensure that:

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 your team.


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.


Update team role for existing team members

  • In the Role column, select the drop down list next to the member you want to update, then choose their new role.

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