Managing and adding members to a Workgroup

Managing and adding members to a Workgroup

How to add new members and manage users in a Workgroup

Manage users in a Workgroup

You must be a Manager of a Workgroup to manage and add users to the Workgroup

Go to Workgroups on the Dashboard side panel.

A list of Workgroups you have access to will be visible.

Click on the name of the Workgroup you would like to edit a member of or add a member to.

You will be taken to the Workgroup homepage.

In the tabs, select 'Members'.

Here, you will see all current members of that Workgroup.

You can manage members from here by selecting the  under Manage, you can change the member roles within the Workgroup or remove the member from the Workgroup.

Add new members to a Workgroup

To add a user to the Workgroup, that user must be a member of the Stewardship Organisation the Workgroup belongs to. If they are not a member of the Stewardship Organisation, their name will not appear and they will not be able to be added to the Workgroup. 

From the Workgroup homepage you can add a member to the Workgroup by selecting 'Add a user'.

A pop-up will appear where you can search for a users name that you want to add to the Workgroup. You can add multiple members at once, as well.

You can also select the users Roles within this Workgroup, note that this can be changed later.

Once done, select  and the new member(s) will be added to the Workgroup.
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