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Manage Team

The Manage Team page empowers you to add, edit, and delete a team member from your team.

Note

The Manage Team page is available for account owners only. Each organization has one account owner.

Manage Team page in the partner portal

To navigate to the Manage Team page:

  1. From any page in partner portal, click the user icon.
  2. From the drop-down menu, select Manage Team.

Manage Team page's navigation in the partner portal

Alternatively, access the Manage Team page here.

Add a Team Member

To add a team member:

  1. In the Manage Team page, click the icon for adding a team member.
    Add a new team member
    The Add a new team member dialog box opens.

    Add a new team member dialog box
  2. In the Name text field, enter the new team member's name.
  3. In the Email text field, enter the new team member's email.
  4. Click Send invite.

Info

The new team member receives an invitation email from Eco-Movement to accept the invite and set a password. Your team in the partner portal is updated when they accept the invite and set a password.

Delete a Team Member

  1. In the Manage Team page, click the icon for deleting a team member.
    Delete a new team member
    The Are you sure you want to delete this team member? dialog box opens.

    Delete a new team member dialog box
  2. Click Yes, delete.

Info

When you delete a team member, they lose access to the partner portal. Eco-Movement recommends deleting team members who are inactive in your organization.