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Invite and manage users in programs (Premium)

Program Admins can invite current organization members to programs; assign/unassign other members a Program Admin role; and remove members from the program.

Invite organization members to programs

  1. Click the program's card in the hub.
  2. Click Invite to the right of the toolbar.
  3. Click in the Invite people from your organization field and then:
    • Select a member from the menu of organization members that displays.
    • Type all or part of the person’s first and/or last names to filter members as you type and then select a member from the results.
  4. Repeat step 3 to invite more members.
  5. Click Send Invites.

Remove a member from a program

  1. From the Members tab in the program toolbar, find the member by scrolling through the list.
    You may need to click Show More at the bottom of the page.
  2. Click the arrow to the right of the member's name.
  3. Click Remove from Program

Note: The member is removed immediately.

Assign a program admin

  1. Click the program card in the hub.
  2. Click the Members tab in the toolbar below the program name.
  3. Find the member by scrolling through the list.
    You may need to click Show More at the bottom of the page.
  4. Click the arrow to the right of the member's card.
  5. Click Add as Program Admin

Remove a program admin

  1. From the Members tab in the program toolbar, find the member by scrolling through the list.
    You may need to click Show More at the bottom of the page.
  2. Click the arrow to the right of the member's card.
  3. Click Remove as Program Admin

Note: The member is unassigned immediately.

 

 

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