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:
Lastly, when on the Members page all of the Admin names will be hyperlinked and clickable. When an Admin name is clicked, the slide-out menu will allow you to edit the Admin's information or delete them completely.
