Add or Edit a Member
To add a new Member to an Account:
- Go to Team Admin > Account/Member Admin
- Search for an existing account by inputting a last name in the Last Name field and click the Search button, then click directly on the linked name in the Account Name column
- Once the account view is displayed, go to the members tab and select 'Add New'
To edit an existing Member
- Select the members tab
- Use the Search or Filters to find the member(s)
- Select one, many or all members
- Edit > Edit Members
- Update the Fields Save and if you have multi selected you can either use the shortcut key 'n' to move to the next member or arrows on the top
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See Also
Add Customization
Add or edit an Account
Can I merge accounts