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Managing Team Members

Information and instructions for managing active Brevity team members

 

We’re currently transitioning our admin model from Team > Group to Organization > Team > Group, with admin roles becoming Organization Admin and Team Admin. As a result, some language in this article (for example, references to “Team” or “Group”) may not exactly match what you see in the product today. The underlying functionality described here remains the same, even if the labels and hierarchy in your app look slightly different while we complete this transition.

The All Team User List Overview

All Team List

The All Team user list includes every individual at your organization who has Brevity access. From here, you can invite new Brevity users, remove Brevity users, adjust each user's Brevity roles, and more.

The All Team user list can be accessed from the All Team configuration page. To access the All Team configuration page, click your company's logo in the bottom-left of the Brevity window, and ensure that the All Team group is selected.

admin all team access

Manage Team Member Roles

At the all team level, a User can be either a Member or an Team Admin. Additionally, you can manage group roles for users who are members of groups within your organization from the all team level. For more information about Brevity roles, see:

To change a user's role at the all team level:

changeroles

  1. Click the user's current role in the Role column.
  2. To change the user's role at the all team level, click either Team Admin or Member.
  3. To change the user's roles within any applicable groups, click Edit Group level roles.
  4. For each group, click the current role drop-down menu and select the appropriate role.

changeroles2

Change Member Name

To change a user's name in Brevity:

change name

  1. Hover over the member's first or last name. Your cursor changes to a pencil icon.
  2. Click the first or last name and make changes as needed.
  3. When finished, click Save Changes.

Note that the email address associated with a Brevity account cannot be changed by Brevity admin users. If a new email address is needed, reach out to your Brevity Customer Success Manager.

Request Phone Verification

Future Brevity features will be available for mobile devices. A prerequisite for using these features is that users have verified their phone numbers in the Brevity platform. While each user will need to verify his or her own phone number, team admins can remind users via email to verify their phone numbers. 

To request that a single team member verify their phone number:

  1. Click the three-dots menu at the far right of the user's row.
  2. Click Send email reminder to verify phone number.

To request that multiple team members verify their phone numbers:

  1. Click the check box at the far left of each user's row.
  2. Click Actions > Send email reminder to verify phone number.