Team Members

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

11 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.

Written by Taylor Doe
Updated over a week ago

Adding a user (team member)

Invite others to help you care for others. Assign task, share care history & care for people together.

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.

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.

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.

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.

Written by Taylor Doe
Updated over a week ago

Promoting a user to Organization Admin

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.

Written by Taylor Doe
Updated over a week ago

Promoting Group Member to Location Admin

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.

Written by Taylor Doe
Updated over a week ago

Cancelling New User Invitation

Cancel a pending user's invitation to Notebird.

Written by Taylor Doe
Updated over a week ago