Managing member can be done by either Account Administrators or Group Administrators. Both member types have the ability to:
- Update Member Profile
- Update Member Capabilities
- Remove Member from a Group
- Remove Member from Account
Below are overviews on how to manage members at both a Group Level (Group Administrator) and Account Level (Account Administrator).
Update Member Profile
The member or Account Administrator have the capability to edit the member's profile.
The member can do this by opening the My Profile section found in the top right of the portal:
In the My Profile section, select the Edit button to update the details of the member's profile:
Account Administrators have access to the other member's profiles (with the exception of other Account Administrators). Account Administrators can navigate to the member's profile to edit directly as shown above. Also, in the Members section of the Account they can click on the member's name to open the member's capabilities & assignment profile then select "Edit" as show below:
Update Member Capabilities
Member's capabilities can be updated after the initial creation of the member by both:
- Group Administrator for the member's capabilities in the group
- Account Administrators for the member's capabilities across the account
Group Administrators can view and edit member's capabilites in the Members area of the Group. Upon navigating into the Members area, the list will show all the members assigned access to the Group and their member types as described in our Group Member Type article.
Group Administrator can update the capabilities of a specific member by clicking on that member to open a view of that member's existing capabilities (See below). Here the Group Administrator can adjust the capabilities as outlined in the Group Member Type articles.
Remove Member from a Group
Group Administrators can remove a member from a Group by navigating to the Members area. In the Members area, the list will show all the members assigned access to the Group and their member types as described in our Group Member Type article.
To remove a member, the Group Administrator needs to click on that member to open a view of that member's existing capabilities and select the Trash Can icon in the top right corner (see below image). This will remove the member from the Group
Note: This will not remove the member from the Account. To remove a member from the Account, this will need to be completed by a Group Administrator and is discussed below.
Remove Member from Account
Members that no longer should to be part of your Clinked account can easily be removed by an Account Administrator.
To begin the process, the Account Administrator will access the Members Area of the account. Navigate to the appropriate member's name. Click on member's name to open the Member's capabilities & assignment profile then take the following steps:
- Remove access of members to each assigned group
- Select Update
- Click on the "Trash" can icon
Hope this helps with managing your members in Clinked!