Adding members to a team

Overview

You can add active members to a team at any time. A member can belong to one or several teams.


Add members from the Teams page

  1. Go to Teams.
  2. Select the team.
  3. Click Add members in the action bar at the top of the page, or you can click 3-dot button of the team then select option:"Add members"
  4. Search for active members by name or email address.
  5. Select the members you want to add.
  6. Save your changes.
Select option :"Add members" from top bar or from menu action
Select active users

Assign teams from a member’s profile

  1. Go to Users.
  2. Click ⋯ on the member’s row and select Edit.
  3. Click the Teams field.
  4. Search for and select one or more teams.
  5. Click Save.

The selected teams appear as labels below the Teams field. The user is added to the selected teams.

Assign team for member from Edit user form

Frequently asked questions

Why is a user greyed out or unavailable?

The user has not yet accepted the invitation to join your organisation. You can add pending user to a team from Edit user screen. After that user accept invitation and join your organization, he is also added to the team automatically.

Can I add someone who does not appear in the Users list?

No. Create the user from the Users page first. Then they can be assigned to a team.