Manage a unit

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.

1 Unit Information
2 Unit deletion
3 Unit Members
- 3.1 Add / Remove Members

Unit Information

In the unit information section you can view or change:

the unit name
additional unit information
deleting the unit from the organization

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 and after that you will be returned to the Unit dashboard without the deleted unit.

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 Members management (Account Manager) dashboard.

Card View	List View

Card View	List View

back to top

Add / Remove Members

To add or remove members from within a unit, click on the 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.

back to top