Add or Remove a Member

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hi it's Malley with income laab this
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video we'll walk through how to add a
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member to your account and how to remove
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a member and reassign the households
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when needed to begin from our main
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dashboard we can click the members tab
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then we can go and click add a member on
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the top right of the screen from there
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we can fill out the information for the
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member we are trying to add
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once you fill out the name first name
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last name email as well as the role if
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needed you can then add other members if
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you're looking to add multiple members
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into your account we can also click that
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trash can icon to get rid of it once
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we're all set we can then click send
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invite to send the invite to our user to
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have them added to the account you'll
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get a green confirmation here notifying
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that the invitation was successfully
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sent you'll also see in your total
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members section you can keep track of
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how many members you currently have it's
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important to note if you are out of
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members or have reached your total
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amount of members you can submit a
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ticket or reach out to our support team
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to have more seats added to your account
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after the seats have been added to your
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account you can go back to your members
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Tab and follow the same steps to add
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that
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member now let's say you are ready to
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remove a member from your account before
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we remove a member you may want to
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double check and reassign any households
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tied to that member to someone else in
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your account to do so we can simply find
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a household that we'd want to reassign
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go all the way to the right side here to
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select the three dot icon and then
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you'll see the button to reassign and
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then from there we can use this drop
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down to select the household or the
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member we would like to reassign that
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household
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to Once youve reassigned any households
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you can and then go back to your members
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tab we can find the test user that we
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just created or in your case the member
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you want to remove we can click the
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three dot icon here on the right and
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then we can click
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delete and then we actually have to type
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out Delete just to confirm that we want
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to make this change and then from there
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we'll get another notification telling
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us that that member was successfully
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deleted and that's it we hope this helps
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please reach out to our team if you have
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any questions thank you again for
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viewing this
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video