Effective team management is essential for maintaining organisation and efficiency.
Start by navigating to the Teams section in Portal and on the upper side of the table, you’ll find:
Search Bar: Quickly locate specific team members by typing their names or details.
Filter Options: Use these to segment your team based on roles, allowing you to streamline your search process.
Once you’ve located the desired team member using the search or filter options, you have to click the 3-Dots Menu that appears at the right part of the Team member and you will have
View Member Keys: Check the keys assigned to the selected team member.
Generate a New Key: Create a new key for the member as needed.
Edit Team Member: Modify the member’s role within the team. This feature allows you to adjust permissions or responsibilities easily.
Remove Team Member: If you need to remove someone from the team, select this option. A confirmation tab will appear, asking you to type "remove" to confirm the action. This ensures no accidental removals.
By following these steps, you can efficiently manage your team, ensuring every member is in the right role and equipped with the necessary tools to succeed.
For more details on how to invite/remove users please click here.