Overview
In this article, we will go over how to edit, remove or add a team member to your account on CapIntel.
Navigating to Your Admin Controls
Once you've logged into the platform, select the Admin tab within the 5 choices from your home page.
Navigate to the Enterprise tab. From here, you will be able to see how many licenses your company has, amend the Enterprise name, add or remove team members.
Adding a Member
To add a member, click the + Add a Member button. When the screen pops up to add a member, simply fill out their name and email. If they do not have a Correlate account already, the email will be sent with an invitation to sign up.
Deleting Team Members
To delete a single team member, you can simply click the trash can icon on the right of the individual team member's details and follow through with the prompts. To delete multiple users, check the boxes of the users you'd like to remove until they are all highlighted, then click the large Delete Members button in the upper right side of the screen.
Assigning a member to Specific Groups
Another key feature is the ability to assign users to specific groups. After adding a member to the enterprise, you can assign them to a relevant group based on their role or department. This feature helps in organizing users and managing permissions effectively.
Note: It is important to add a user to the enterprise before assigning them to any groups. This sequential process ensures that all members are properly registered and categorized within the system.