It is easy to manage the Members from your account. When logged into your account, Click Members on the left panel of your account to quickly Add, Delete, or Edit members.
Once on the Members page, you will see a list of all current members.
Note the various columns and how you can sort the list of Members accordingly. You can drag these columns to have a better view. You can also sort using the arrows. For example, here are the members with Austin, TX listed at the top:
You may also click the 3 dots on the column for more options:
From this page, you will have a few other options available to you. First, you can use the search bar at the top of the page to search for a specific Member.
Next, you can Click the Add User button. This pop-up menu will allow you to enter the name and email address of someone you would like to invite to be an account Admin. You may also include their job title, office location, work arrangement, practice area, law school, and bio link, if desired.
On the bottom you will choose their user role:
Click Add User when finished!
Note: If you do not see the Member's office location here, you will first need to add it by going to settings > organization settings > Edit Office Locations
Note: Once you add a new Admin to your account, they will receive an email with instructions on how to set up their login credentials.
If you are uploading a Member as an interviewer only and not an Admin, you can simply designate them as a Member instead. These users will not be notified that they have been added.
If you would like to add many members all at once, you can instead use the Bulk Upload CSV button.
This screen will provide you with a template to download and fill out, along with more detailed instructions linked:
Updating Members
Updating a Single Member
On the Members page, all member names are hyperlinked and clickable. Click a member's name to open the slide-out menu, where you can edit their information, such as their job title, office location, practice area, or user role by clicking the 3 dots. Save your changes when you're finished.
Updating many members at once
You can also use the Bulk Upload CSV button to update existing members in bulk. When a row in your file has an email address that matches an existing member, Flo updates that member's record with the information in your file instead of creating a new user. Rows with email addresses that aren't already in your account are added as new members.
Tip: Flo uses the email address to match each row to an existing member, so make sure the email in your file matches the email on the member's Flo account exactly.
Removing Members
Removing a single member
Click the member's name on the Members page to open the slide-out menu, then choose to remove them from your account.
Bulk removing members
To remove many members at once, use the Bulk Upload CSV button with a file that includes only the members you want to keep.
Prepare your CSV using the template, and include every member who should keep access. Leave out the members you want to remove.
Click Bulk Upload CSV and upload your file.
If anyone currently on your Members list is missing from your file, you'll see this message: "Some users currently in your list are missing from this bulk upload. You'll have the option to remove these users from the product in the next step."
In the next step, review the list of members who are missing from your file. If they should all be removed, click Save and remove users. If you want to keep them, continue without removing anyone.