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Managing Team Invitations
Managing Team Invitations

How to add, manage, and remove team members and team administrators

Adriana Brown avatar
Written by Adriana Brown
Updated over a week ago

You can ADD people to your team in two ways:
1. Copy and share an invite link.
2. Invite Members via the Client Giant Dashboard.

To Add a Member to your Team via sharing a URL:
1. Click on "MY TEAM" on the left sidebar.
2. Click on "MANAGE INVITES".
3. Copy the link in the field and send it to your teammates.

To Add a Member or Administrator to your Team via the Client Giant Dashboard:
1. Click on "MY TEAM" on the left sidebar.
2. Click on "MANAGE INVITES".
3. Click on "INVITE A TEAM MEMBER".
a. There is an option to add the teammate as a Member or an Admin.
4. Fill in the appropriate fields and click "SUBMIT".

Changing a teammate from a Team Member to a Team Administrator:
1. Click on MY TEAM" on the left sidebar.
2. Click on "MANAGE INVITES".
3. Select the teammate you wish to manage.
4. Click "PERMISSIONS".
a. Select the appropriate type of teammate and "CONFIRM".

To Remove a Teammate:
1. Click on "MY TEAMS" on the left sidebar menu.
2. Select the teammate you wish to manage.
3. Click "REMOVE".
4. Select "YES, REMOVE" to confirm changes.

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