Documentation
Customer Platform

TEAMS

Manage organization members

Review members and update roles or status within an authorized organization workspace.

Open the team list

  1. Confirm the organization workspace shown in the sidebar.
  2. Select Teams.
  3. Select the Team tab.
  4. Use Filter members to find the intended person by the visible member information.

Choose a member action

  • Change the role between Member and Admin only when the person's responsibilities require it.
  • Suspend temporarily blocks the membership without removing its record.
  • Activate restores an eligible suspended membership.
  • Remove ends the membership after confirmation. The organization must retain an owner.

Confirm the result

  1. Wait for the action to finish before selecting another control.
  2. Confirm the member row shows the intended role or status.
  3. Record the business reason in your organization's approved system when required.
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