Managing Teams

Make sure you're viewing the full Organization Tree.

If the blue arrow button is showing next to the cohort name, click it to go to Organization View.

Hover over the Folder (Org Admins only) or Cohort you wish to add the team to.

Select 'Add Team'

Enter in a Team Name and click 'Add'

Once a team is added you may edit the name of the team and members of the team by selecting 'Manage' when hovering over the team's name in the Org Tree.

Edit the team by highlighting the existing team name and typing in the new team name, then hit 'Update'. It may take a few moments for the Organization Tree to update.

Add members by clicking the plus icon above the list of team members.

Fill out the new participant's email, name, destination, and role.

Once the Role field is completed, available licenses will appear for you to choose a license for the user.

Select the seat, then the start date for the license and click "Send Invite"

Change a user's role by clicking the name of their role and selecting a new role from the drop-down menu.

Move the user from one team to another by clicking the arrow icon, filling out the details of the move, and clicking 'Save'.