Adding and removing team members

You can add or remove members from a team at any time. Changes to a member's team may impact the records that they can view in the client directory. 

To view or edit the members of a team:

1. Click the plus button in the member's column of the directory
   
   
   
   
   
2. The names and emails of all members are listed. Click Remove to remove a member from the team
   
   
   
   
3. Add team members by entering their names or email addresses
   
   
   
   
   
4. Click Submit to save changes 

Every user within a Workspace must be assigned to a team. If you remove a user from a team without assigning a new team, they will automatically be assigned to the default Workspace team. If you wish to remove a user from a Workspace completely, you must remove them from the Workspace via the access management directory. 

Related Articles:

• Workspace team management
  
• Creating a Team
• Removing a Team
• Renaming a Team
• Reassigning members to a new Team