Members & teams
Everyone who takes part in an assessment is a member of a team. Here you add, import, change, deactivate and export members, and set up the teams they belong to.
In this chapter
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The Members & Teams screen
What you see when you open Members, and what the member record holds.
- The Members & Teams screen
- Members not associated with any team
- What the Edit Member tabs show
- The level determines what a member sees
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Teams
Teams group members. A member belongs to exactly one team.
- Teams and team types
- Adding a team
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Adding and changing members
One person at a time. For a list, use the import.
- Adding a member
- Changing a member's details
- I cannot add a member
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Importing a list of members
Upload a spreadsheet and let the platform create or update the members in it.
- Importing a list of members
- Columns of an import file
- Existing members in an import
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Deactivating and deleting members
Deactivating keeps everything; deleting removes the person's details for good.
- Deactivating a member
- Deactivating all members of a team
- Deleting a member
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Exporting members
- Downloading the members of a team