How to Reassign a Team Member to a New Program?

If you're an Account Owner or Super Admin, you can reassign your employees to a different program. However, Managers or Manager Limiteds don't have this option. If you're a manager and need to change your employees' program, please contact your Admin.

To learn how to assign a team member to a new program, follow these steps:

Step 1: Log in to your Team Dashboard. 

Step 2: Click on 'Members'.

Step 3: Choose the team member you wish to see. To assist you in refining your search, utilize the search bar to find members by their name, email, or ID.

Step 4: Click in the box next to the member(s) that you would like to change. 

Step 5a: Click 'Edit program'.

Select the employee's new program and click 'Update members'. 

Step 5b: You can also go to the 'Program' tab of the Members' profile. 

Step 6: Click the 'Edit Program' button in the top right corner. 

Step 7: Select your new program from the drop-down arrow. 

Step 8: Enter the program start date and click 'Save'. 

That's it! You've just updated your members' program! 

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.