By clicking on a unit card, as an account manager, you will have access to information for each unit.
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Unit Information
In the unit information section you can view or change:
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You can delete a unit from the organization. This process is irreversible, but you can create a new unit with the same members and name. Click on Remove organizational unit and after that you will be returned to the Unit dashboard without the deleted unit.
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By clicking on the “Members” link in the upper left corner, you will have access to the unit members’ cards. Cards contain the same information as the Member panel (Full Name, Access Profiles, and Organizational Units)
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Members management (Account Manager) dashboard.
Card View | List View |
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Adding / Removing Members
To add or remove members from within a unit, click on the Add/Remove members button when viewing the members of that unit.
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