Managing your team on Moteefe

June 1, 2023

This guide will walk you through inviting new members to your team, setting their permissions, and editing or removing existing team members on Moteefe.

Step 1: Access the 'Manage Team Members' Page

Start by clicking on "Team Members" from the left-hand navigation menu. This will take you to the "Manage Team Members" page. Here, you can see the current team and have the capability to modify user permissions.

Step 2: Invite a New Team Member

To invite a new member, click on "Add Another Member". This action will trigger a pop-up window where you must input the invitee's email address and select their role. After filling in these details, click on "Add Team Member". The new member will receive an invitation to join your team.

Step 3: Resend Team Member Invitation

You can resend the invitation if the invited member still needs to join. Navigate to the "Invitations" section at the bottom of the page and click "Resend Invite".

Step 4: Edit Team Member Permissions

You can alter the permissions of existing team members at any time. Find the team member in the "Members" section and click the "Edit" button adjacent to their name. Make necessary changes and confirm.

Step 5: Remove a Team Member

If you need to remove a team member, go to the "Members" section. Next to the member's name, click on the "Remove" icon. Note: You cannot remove yourself from the team.

Maintaining Team Security and Efficiency

Always remember to review team permissions to ensure all members have appropriate access for their roles. This helps maintain the security and efficiency of your team operations.

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