Manage Client Team

Knowledge Base

Managing the client team can be done by an Administrator. The Administrator can:

  • Edit their personal profile
  • Delete a member
  • Update a member’s role

 

Edit personal profile 

The Administrator has the capability to edit their own profile and can do this by opening the My Profile section found in the top right corner of the portal:

In the My Profile section, select the Edit button to update the details:

Note: Administrators cannot edit another member’s profile. For security reasons, only a user can edit their personal profile. If the Administrator feels that a member needs to make a change in their profile, they may submit a ticket with a request for that person to edit their profile. 

Delete a member
The Administrator has the capability to delete any member of the team. To do so click on the member’s name, use the three dots icon, and click Remove Team.

Update a member’s role
The Administrator has the capability to update the user type of any member. Click on the member’s name and select the desired Team Role as shown below. Finish by selecting “update.”

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