Click the video below for instructions on how to change a member's Team from the Team Dashboard or keep scrolling for a step-by-step tutorial:
Step 1: Log in to your Team Dashboard
Step 2: Click on 'Members' in the left menu
Step 3: Use the search bar to look up members by Name, Email, or ID
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Or apply 'Filters' to search for Members by 'Role' or 'Team'. Once you have entered your search fields, click 'Apply Filters.'
Step 4: Click in the box next to the Member(s) that you would like to change
Step 5: Click the 'Edit team' button at the top of the page
Step 6: In the box that appears, type to search for the name of the team that you'd like to move the member(s) into and select the team
Step 7: Click the green 'Update members' button and you're done!
On the Members page, you'll immediately see the member(s) show as being on the new team.
Have any questions? We love hearing from you!
Email: Support@Everlance.com
Phone: (872)814-6308 USA
(877)704-2687 CAN
Our office hours are 9am-5pm Monday - Friday and 9am-1pm EST on weekends.
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