Adding and Removing Members from Access Groups

Access Groups control what content and features each member can see. If you need to update a member’s Access Groups, follow the steps below.


Steps to Add or Remove a User From an Access Group

On the Website (Desktop):

  1. Go to the Members tab on your Web Dashboard Home Screen

  2. Find the member you need to update

  3. Open their Profile and click Edit (three dots icon)

  4. Scroll to the Access Groups section

  5. Select or unselect the Access Groups as required

  6. Scroll down and click Save

On the Mobile App:

  1. Go to your Management tab on the App Home Screen

  2. Find the member you need to update

  3. Tap their Profile, then tap Edit (three dots icon)

  4. Go to the Access Groups section

  5. Select or unselect the Access Groups needed

  6. Scroll down and tap Save


What Happens Next?

Once saved:

  • The member will gain access to the content for any groups you added

  • The member will lose access to content for any groups you removed

Changes take effect immediately across both the Team App mobile app and website.

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