Contents

• Overview
• Who Are Organization Applicant Team Members
• Step-By-Step Instructions
  • Manage Existing Team Members
    • Change Member Roles or Remove Members
  • Add New Team Members 
    • Invite New Members

Overview 

This guide shows Organization Owners how to manage Organization Applicant Team Members in Next. 

You'll learn how to: 

• Change team member roles 
• Remove existing team members
• Add new team members
   

Who Are Organization Applicant Team Members

Organization Applicant Team Members are the people who work together to complete and submit an application for an organization. They help fill out the application and manage updates, based on their role.

Managing Team Members is especially helpful when leadership changes occur, such as when a Profile Owner leaves the organization.

• Who can manage Organization Applicant Team Members?
  • Organization Owners 
  • Profile Owners 
     

Step-By-Step Instructions

Manage Existing Team Members

Change Member Roles or Remove Members

1. Logged in as the Organization Owner, click Participant Network in the top menu. 

2. Click the Organization Name to open details.  

3. Select Organization Members to view all current team members.

4. Find the member you want to modify and select the gear icon next to their name.

5. Choose from the available options:

a. Change Role: Select a new role for the member

b. Remove Member: Remove the member from your organization

Add New Team Members

Invite New Members 

1. From the Organization Members page, select +Add Member

2. Complete the required information:

a. First Name

b. Last Name

c. Email Address

d. Role: Select either:

- Profile Owner: Full access to manage the organization profile, organization members, and applications.

- Organization Member: Can contribute to applications but cannot manage the organization profile and members.

3. Click Invite to send the invitation.

The person will receive an email invitation to join the organization.

Once they accept the invitation, they will become an active member of the organization with the assigned role.


 

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