All Members

The Manage Team feature allows you to:

  • View all team members added to the account.
  • Edit, enable SMS/email notifications, and delete any team member.
  • Regenerate passwords for all team members.
    • Clicking this option generates an Excel sheet containing Name, Email, Login ID, and Password.
  • Manage team member groups:
    • Click on Team Member Group to create a group and add Team members (Users/Agents) to it.
  • Use the "More Actions" button:
    • Add a Team Member: Redirects you to the Users Page to add a new user.
    • Upload Team Members: Allows bulk upload of users and redirects to the Users Page for bulk upload.
  • Manage Azure AD Team Members:
    • View all Azure AD Team Members.
    • Use the Import Azure AD Users button to add new Azure AD users.
    • Search Azure AD Users using the search function.