Managing Team Members

Managing a User’s Credentials (Admin) From a member's profile, Admins can use the Credential Management panel to step in directly on someone's login, change their password, and control whether they can use self-service password recovery. Changing a User's Password To change a user's password: Open the member's profile and go to Credential Management. Click Change Password (or Reset Password). Enter and confirm a new password that meets the requirements (at least 8 characters, with an uppercase letter, a lowercase letter, a number, and a special... Viewing a Team Member’s Profile, Stats & Change History Each member's profile page shows a live snapshot of their workload, along with a record of everything that's changed on their account over time. Profile & Stats To view a profile: Go to Manage Team and open the member's profile. Review their basic details alongside task stats: total assigned, completed, and pending. Check their project involvement projects they've created and their task counts within each. Change History Every meaningful change made to a member's profile role changes, edits, status updates... Reordering Your Team Members List You can drag team members into whatever order works best for you in the Manage Team list. To reorder the list: Go to Manage Team. Drag a member's row up or down. Drop it in the new position; the order is saved automatically.   Good to know: This only changes how the list is displayed; it does not affect roles, teams, or access. Editing a Team Member’s Details & Profile Photo People's roles, contact details, and employment information change this is where you keep their profile current, including their photo. Editing Their Details To edit a member: Go to Manage Team and open the member's profile. Click Edit. Update whatever's changed: role, contact info, department, designation, etc. Save   Removing a Profile Photo If a profile photo needs to come down outdated, wrong image, or just no photo wanted it can be removed without needing a replacement ready. To remove a...