The Members page displays the Owner (one Owner only) and all the users that are Admins or Editors. From this screen, you can add new members, change the status of a member from Admin to Editor or Editor to Admin, and remove members.
The Add Member modal allows you to add a new member to the team. In order to add a user, they must already be a user within the Portal within the Dealer Group for Dealer type teams and the Fleet portal for Fleet teams. Enter their email address and select Editor or Admin, then press the ADD MEMBER button. To cancel adding a member, click Cancel.
Change Member Type
You can change the member type by clicking the drop down beside the user’s current type. The choices are Editor, Admin, and Owner. Note that there can only be one Owner and, if you select Owner, a Change Owner dialog will appear warning that you are changing the owner and the current owner will become an Admin. To change the owner, click CHANGE OWNER. To keep the current owner, click KEEP OWNER.
To remove a member from the team, click the remove icon on the member to remove. A Remove Member? modal will appear. Click REMOVE MEMBER to remove the member. Click KEEP MEMBER to keep the member. Note that any active service events will remain active if a team member is removed.
Article is closed for comments.