Team Management
Learn how to manage your team in Equip.
By MaryGrace and 1 other2 authors11 articles
- Delete a UserLearn how to delete a user, when to archive instead, and when deletion should be avoided.
- Delete a Team MemberLearn how to delete a team member, when to archive instead, and when deletion should be avoided.
- Inviting Your TeamLearn how to add or invite team members to Equip so they can access the platform with the right role and permissions from the start.
- Re-Inviting Your TeamLearn how to resend an Equip invitation to team members who haven’t accepted yet or need a fresh invite link.
- Editing and Managing Your TeamLearn how to edit user profiles in Equip, including roles, contact details, and settings for your team members.
- Setting and Managing Office HoursLearn how to set and manage Office Hours in Equip to define availability, reduce off-hours messages, and share automated away responses.
- Importing Your TeamLearn how to import multiple team members into Equip using a spreadsheet to save time and streamline user onboarding.
- Setting a Team Member as InactiveLearn how to set a team member as inactive in Equip to remove access without deleting historical data.
- Assigning Participants to SupportersLearn how to assign participants to supporters with Designated Access in Equip. This step-by-step guide shows you how to manage supporter visibility, adjust access settings, and securely control who can…
- Understanding Team Member StatusesLearn how Team Member Statuses work in Equip, including Invited, Active, and Inactive users.
- Manage Users