Adding and changing members

Adding a member

1. In Members, click the team the person belongs to.
2. Click Members at the top right of the member list and choose Add Member.
3. Fill in First name, Last name and E-mail. These are mandatory.
4. Optionally fill in Title and Middle name.
5. Check Team; it is pre-filled with the team you selected.
6. Choose a Level; see The level determines what a member sees.
7. Click Add.

Can you not click Add? The email address may already be in use; see I cannot add a member.

More than a few people? Import a list instead.

Changing a member's details

1. In Members, find the person in their team, or search for them in the search bar at the top.
2. Click the pencil next to the person. Edit Member opens.
3. On the General tab, change the name, E-mail, Team or Level.
4. On the Extra tab, change Phone, Company, Job title or Contact ID.
5. Click Save.

To move someone to another team, choose the new team under Team.

The other tabs show the member's history; see What the Edit Member tabs show.

I cannot add a member

Symptom: in Add Member everything is filled in, but Add cannot be clicked.

Cause: the email address is probably already in the platform. An email address belongs to one member only, so the platform prevents a duplicate record.

What to do:

1. Search for the address in the search bar at the top of Members & Teams. Turn off hide inactive; the person may be inactive.
2. Found them? Use that member. Move them to the right team if needed; see Changing a member's details.
3. Not found? The address may belong to a member you cannot see. Contact support with the address; they will find out who uses it and sort it out.