Only Administrator can add and delete members from Teams.
A member can be assigned to one or more Teams, and may also be both a manager in multiple Teams and an ordinary member of other Teams at the same time.
Onboard a new Team: Administrators only are able to onboard new teams. Click on Onboard new team button on the top-right side to bring up the team onboarding modal.
Search team: using the search bar.
View Team's Skill Profile, Analytics or Report: by clicking on the Team's card.
Add a Team Member: From the Team page, click on the Team’s title, click Add Member on the top right.
- Type the email address, if it's an existing user, First Name, Last Name and Company Role fields will be automatically filled otherwise insert them manually, then Choose the Team Role.
Select Bulk import to copy and paste the list of users in this format:
Email@address1 , FirstName1, Lastname1
Email@address2 , FirstName2, Lastname2
Email@address3 , FirstName3, Lastname3
Upload a CSV file, click on Download template to see the CSV format.
Click Add to import the list of users.
- Click on Send invitations when the team is complete. Click Confirm.
Delete a Team Member:
From the Team page, click on the Team’s title, click the action menu next the Member to remove.
Click on Remove from Team.