Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

back to index | back to units management

By clicking on a unit card, as an account manager, you will have access to information for each unit.

Anchor
top
top

Table of Contents
minLevel1
maxLevel6
outlinefalse
styledefault
typelist
printabletrue

...

Unit Information

In the unit information section you can view or change:

  • the unit name

  • additional unit information

  • deleting the unit from the organization

image-20240818-182858.pngImage Added

...

back to top

...

Unit deletion

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 image-20240818-182949.pngImage Added and after that you will be returned to the Unit dashboard without the deleted unit.

Info

ATTENTION - deletion of an organizational unit is irreversible.

back to top

...

Unit Members

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)

...

Members management (Account Manager) dashboard.

Card View

List View

image-20240818-183218.pngImage Addedimage-20240818-183226.pngImage Added

back to top

...

Add / Remove Members

To add or remove members from within a unit, click on the Add/Remove members image-20240818-183258.pngImage Added button when viewing the members of that unit.

...

A unit member selection window will appear where the current members are already selected.The other members of that organization will be listed as well.

  • To add a member just select it from the list

  • To delete a member just deselect it

...

After defining this choice, you will see in the lower left corner the number of selected members.To finish removing / adding members click on the Save selection button . You will return to the Unit Members panel that shows the new member choice.

image-20240818-183331.pngImage Added

back to top