Managing Team Member Accounts in Civify Admin Portal

This guide is essential for anyone managing team member accounts within Civify Admin Portal, providing clear instructions on adding, editing, deleting, and changing the status of team members. It outlines important details like password requirements and the implications of deleting accounts, ensuring that administrators can efficiently maintain team access and account integrity. By following this guide, users can streamline their team management processes while minimizing errors.

Civify

Constructionsitetech

Navigate to [https://civify.io/portal/public/admin/dashboard](https://constructionsitetech.com/portal/public/admin/dashboard)

Manage Team Tab

Click "Team"

Adding a Team Member

Each account is assigned with a certain number of Team Member accounts based on their subscription package. If you need more accounts, contact sales.

Click "Add Team Member"

Fill in the person's name and information

Create a temporary password

Passwords need to be at least 8 characters long and include at least one uppercase letter, one lowercase letter, one digit, and one special character (@$!%\*?%).

Enter the chosen password once more for confirmation

Select a photo to be used as the users profile photo

Click "Submit"

Editing a Team Member Profile

Click "Team"

Click the action menu button

Click "Edit"

Make any necessary change and then click submit to save or cancel to discard

Deleting a Team Member

This action cannot be reversed!

Click "Team"

Click the action menu button

Click "Delete"

Changing a Team Member Active/Inactive Status

This is a great way to remove access temporarily to an account holder without deleting their account and all associated data. You can change the status from active/inactive as often as necessary. Inactive team members do not count toward your account limit.

Click "Team"

Click the action menu button

Click "Inactive"

To make an inactive account active again, click the action menu button

Click "Active"

Managing Team Member Accounts in Civify Admin Portal

Civify

Constructionsitetech

Navigate to [https://civify.io/portal/public/admin/dashboard](https://constructionsitetech.com/portal/public/admin/dashboard)

Manage Team Tab

Click "Team"

Adding a Team Member

Each account is assigned with a certain number of Team Member accounts based on their subscription package. If you need more accounts, contact sales.

Click "Add Team Member"

Fill in the person's name and information

Create a temporary password

Passwords need to be at least 8 characters long and include at least one uppercase letter, one lowercase letter, one digit, and one special character (@$!%\*?%).

Enter the chosen password once more for confirmation

Select a photo to be used as the users profile photo

Click "Submit"

Editing a Team Member Profile

Click "Team"

Click the action menu button

Click "Edit"

Make any necessary change and then click submit to save or cancel to discard

Deleting a Team Member

This action cannot be reversed!

Click "Team"

Click the action menu button

Click "Delete"

Changing a Team Member Active/Inactive Status

Click "Team"

Click the action menu button

Click "Inactive"

To make an inactive account active again, click the action menu button

Click "Active"