Members, sometimes called "users," are the people who have a license in your account. All people who access your account, regardless of whether they have training access, admin privileges, or are a part of a team, are members.
This article contains the following sections:
- How to Invite New Members
- How to Search for a Member
- How to Remove a Member from the Organization
- How to Change a Member's Content Access
- How to Change a Member's Admin Status
- How to Export Member Data
How to Invite New Members
You can invite members individually or you can import member information in bulk. You can also add members as part of the process to create a team.
Use these steps to invite new members to your organization:
- From the management dashboard, click Organization in the left navigation menu.
The Organization screen appears. - Click the Users button on the right side of the screen.
A menu appears that shows you the number of Active and Invited members your account currently has. it also tells you how many more user with content access you can invite. (You can invite unlimited members without content access. See Licenses and Roles for more information.) - Click Invite a user.
The Add Members screen appears.
To add an individual member:
- Type the new member's email address in the Search field.
If the email address doesn't already appear on a user in your account, an option appears to invite the user. - Click +invite <email address>
More fields appear on the screen for first name, last name, and whether the user should have a contact-access license. - Complete the fields and click Add.
To add member information in bulk:
- Click the Import CSV link on the right side of the screen.
The Bulk Import Members window appears. - If you have 100 members or fewer, you can paste the information in to the Paste members here field. The members information must appear in this format:
email address, first name, last name
- If you have more than 100 members or if you prefer to upload a CSV file, click Upload a CSV file and navigate to your user information. The file must contain three columns with the following column headers:
user_email, user_first_name, user_last_name
Tip: click the Download template link to download a file with sample information showing how to format your upload file . - Click Add.
How to Search for a Member
Many of the procedures you can complete with members requires you to find the member first. Use the following steps to search for a member:
- From the management dashboard, click Organization in the left navigation menu.
The Organization screen appears, including a Search field. - Type the user's name or email address in the Search field.
Search results appear after a moment. Results include teams, members, and join requests.
Tip: Click one of the categories to show filter fields you can use to narrow your search results.
How to Remove a Member from the Organization
Since accounts without content access are free, many times you may prefer to remove a member's content access rather than remove them entirely from your account (see the following procedure). However, if you need to delete a member completely, use the following steps:
- Find the member you want to remove by navigating to the member in a team or using the steps above to search for the member.
- Click the button with three dots on the right side of the member's row.
A drop-down menu appears. - Click Remove from Organization.
The Remove Member from Organization confirmation window appears. - Click the Confirm button.
How to Change a Member's Content Access
You can remove a member's content access to reassign their content-access license to someone else. You can reassign up to 25% of your total licenses. Use the following steps to change a member's content access:
- Find the member whose content access you want to change by navigating to the member in a team or using the steps above to search for the member.
- Click the button with three dots on the right side of the member's row.
A drop-down menu appears. - Click Manage Content Access.
The Manage Content Access window appears. - Toggle the Content Access switch on or off and click Save.
How to Change a Member's Admin Status
Use these steps to change a non-administrator to an administrator or vice versa:
- Find the member whose admin status you want to change by navigating to the member in a team or using the steps above to search for the member.
- Click the button with three dots on the right side of the member's row.
A drop-down menu appears. - Click Manage Admin Access.
The Assign Admin Privileges window appears. - If the member is not currently an admin, click Promote to Admin to give them admin privileges. If the member is already an admin, click Remove Admin Privileges to change the member to a non-admin.
How to Export Member Data
An Export button appears on the Organization screen, next to the Create Team button. Click this button to export your user data.
The system generates the export file. You can retrieve it from your browser's downloads folder.