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

• 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!

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