Team Management
Learn how to manage your team in Equip.
By MaryGrace and 1 other2 authors13 articles
- Enabling Web Access for Multiple Team MembersLearn how to use the Team Members batch action to enable web browser access for multiple existing active team members.
- Sending Multiple Team Member InvitesLearn how to use the Team Members batch action to send or resend invitation emails to multiple existing team members.
- 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 Team Members in EquipLearn how to import Team Members directly from the Team page using an Excel file.
- 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.
- Understanding Team Member StatusesLearn how Team Member Statuses work in Equip, including Invited, Active, and Inactive users.
- Manage Users