Managing Team Members
To invite people to your team, click “My Account”, then “Manage Team”. Here you’ll see a list of your current team members or pending invitations along with a button called “Invite People”.
Click the button to begin inviting team members. In the next window, enter user emails based on the role you want them to have upon joining your team.
You can enter multiple team members in each input field by separating their emails with commas. For example, if you need to invite 1 administrator and 2 case workers, enter the email of the administrator into the “Administrators” box, then the 2 case worker emails into the “Case Workers” box separating their emails with a comma.
When you’re done entering emails, click Send Invites. The users will be added to your team list and have a status of “Invited”. You can delete or revoke an invite by clicking the context menu button to the right of each invited team member.
Once an invited team member has successfully joined your team, you can change their role by clicking the context menu button to the right of each team member, then clicking “Change Role”.
You can make any team member inactive from this menu as well. This is helpful for teams who have interns or temporary case workers, but don’t want to upgrade their FraudFindr plan.
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