Team Members

Learn about how to add and remove users from your team and much more

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12 articles in this collection
Written by Taylor Doe

Closer Look At Group Members

Here's a deeper dive into the Group Members user role and how to best utilize them for your organization.
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Written by Taylor Doe
Updated over a week ago

Adding a team member (user)

Invite others to help you care for others. Assign task, share care history & care for people together.
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Written by Taylor Doe
Updated over a week ago

Archiving A User

Team members will join and leave your Notebird account. Learn how to archive users so you don't lose any of the updates they created.
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Written by Taylor Doe
Updated over a week ago

Viewing Update & Task Breakdown By User

Snapshot of activity broken down by user. Great way to make sure that care and follow-up is spread out accordingly. Reduce burnout.
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Written by Taylor Doe
Updated over a week ago

Unarchiving A User

Team members come will join and leave your Notebird account. Learn how to unarchive users so they can pick up where they left off.
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Written by Taylor Doe
Updated over a week ago

Closer Look At User Roles

Here's a deeper dive into user roles and how to best use them for your organization.
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Written by Taylor Doe
Updated over a week ago

Promoting a user to Organization Admin

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Written by Taylor Doe
Updated over a week ago

Adding A Group Member To Another Group

Add a group member to another group to give them access to updates, tasks and milestones.
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Written by Taylor Doe
Updated over a week ago

Promoting Group Member to Location Admin

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Written by Taylor Doe
Updated over a week ago

Resending Invitation Link

Resend invitation link to a user who cannot find the initial invite or their invitation has expired.
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Written by Taylor Doe
Updated over a week ago

Cancelling New User Invitation

Cancel a pending user's invitation to Notebird.
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Written by Taylor Doe
Updated over a week ago

Adding Users To Other Locations

Existing users can have access to multiple locations
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Written by Taylor Doe
Updated over a week ago