This article shows where to find Team Management and how to use both tabs. You’ll learn what’s on Active Members (edit roles, send password resets, remove users) and Invites (resend or delete pending invitations). It also walks through sending a new invite and what to expect after you make changes.
Overview
Active Members: List of all users with access, showing name, email, role, and last active. Actions: Edit role, Send reset password link, Delete user.
Invites: List of pending invitations, showing email, role, and invitation date. Actions: Resend Invite, Delete invite.
Find the Team Management page
Step 1: Log in
Go to your Hearsay web portal and sign in.
Step 2: Open Team Management
Click Team in the left panel to open the Team Management page.
Edit User Permissions
Step 1: Click Edit
From the Team Management page, make sure the Active Members tab is selected. Find the user and click Edit to open their details.
Step 2: Select new permission
Use Role to switch between Admin, Member, or Client. Name and email can’t be changed.
Step 3: Save changes
Click Save to apply updates.
Delete User
Step 1: Click Edit
From the Team Management page, make sure the Active Members tab is selected. Find the user and click Edit to open their details.
Step 2: Click Delete
Click Delete User.
Step 3: Confirm Delete
Click Confirm Delete to complete removing the user.
Send Reset Password Link
Step 1: Click Edit
From the Team Management page, make sure the Active Members tab is selected. Find the user and click Edit to open their details.
Step 2: Click Reset
Click Send Reset Password Link to trigger an email to the user.
Invite a new team member
Step 1: Start an invite
Click Invite Team Member in the top-right.
Step 2: Enter details
Add the person’s Name and Email, and check Grant Admin Permissions if needed. Then click Invite.
Admin Permissions: Admins can view and export data from all cases in the account.
Confirm success
A green banner confirms the invite was sent and the invite appears under Invites. When an invite is accepted, the user moves from Invites to Active Members automatically.
Manage pending invites
Step 1: Open Invites
Click the Invites tab to see pending invitations.
Resend an invite
Click Resend Invite to send a fresh email.
Delete an invite
Step 1: Click Delete
Click Delete next to the invite you want to cancel.
Step 2: Confirm deletion
Click Delete Invite in the confirmation window.
Next Steps