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

Solution

If the user has shared integrations in use, remove them from those integrations, then disable or delete their account in the Members tab.

Step 1

Remove the user from the member group associated with the integration

1. Click the Teams tab on the top menu bar
2. Click the 3-dot icon next to each group and select Edit or Members
3. Click the delete icon next to the user in the group
4. Click Save

If you don't have any groups created, you can try removing the user from the integrations permissions. 

1. Click the profile icon
2. Click the Integrations tab
3. Click the 3-dot icon next to each integration and toggle the group or user off
4. Click Save

Step 2

Reassign households assigned to the user.

If you have teams assigned: Move Households to Teams

If you don't have teams and households are assigned to users: Reassign Households

Step 3

Disable or Delete the user. 

1. Click on the Members tab
2. Click the 3-dot icon next to the member
3. Click Disable or Delete