Manage Organization Members

As an administrator, you can manage the members in your organization. On the homepage, in the Pending Memberships area, the number of membership requests is displayed. Click Go to managed organizations to open the Organizations page and manage those requests and other members.

The Copy Organization Link option is available from the More menu in the Organizations table, allowing administrators to quickly copy and share an organization join link with users.

To manage organization members

1. On the main menu, select Organizations. The Organizations page opens.

2. Locate the organization you want to manage and click it. The organization details open on the right.

3. Click Members. The Members page opens.

   By default, the Members page applies filters to display member details with Active and Accepted statuses. You can clear or modify these filters to view members with other statuses.

4. Select the checkbox for each account you want to manage.

5. Perform any of these actions:

   Send a notification

   1. Click one of these options.

      • Notify: Notifies selected members.

      • Notify All: Notifies all members.

   2. Create and send a notification. For more information, see Create a Notification.

   Export account information in a CSV file

   1. Click one of these options. The account information is exported in a CSV file.

      • Export: Exports information for selected accounts.

      • Export All: Exports information for all accounts.

   2. Click Download. Your browser downloads the file.

   Add members

   1. Click + Add Accounts. Select the checkbox for each account you want to add.

   2. Click Add.

      You can add accounts as long as they do not exceed the maximum number of organizations allowed for that part of the organization tree. If an account is invalid because adding them would exceed the maximum number allowed, you must remove them to continue.

   3. Click Ok.

   Change members' organization status

   1. Click Change Status and select one of these options. For more information, see Organization Statuses.

      • Accepted

      • Pending

      • Rejected

      • Researching

      • Withdrawn

   2. Click Save. A confirmation window opens.

   3. Click Ok.

   Review pending members

   1. Click Organization Status and select the Pending option from the menu.

   2. Select all accounts you want to modify.

   3. Click Change Status and set the status as appropriate, including Accepted to add them to the organization or Rejected to reject them and remove their pending status.

   4. Click Save. A confirmation window opens.

   Change members' organization role

   1. Click Change Role and select an Organization Role.

   2. Click Save. A confirmation window opens.

   3. Click Ok.

   Remove members from the organization

   1. Click Remove Accounts. A confirmation window opens.

   2. Click Remove.

   Add members to a group

   1. Click Add to Group.

   2. Select one of these options.

      • New Group: The New Group window opens.

        1. For Name, enter a name for the group.

        2. For Description, enter details about the group.

        3. Click Submit.

      • Existing Group: The Select Group window opens.

        1. Select a group.

        2. Click Select.

   Verify credentials for members with qualifying statuses and valid credentials

   1. Click Verify Credentials. A confirmation window opens.

   2. Click Verify.