The Team Members table is handy to have an overview of all the staff members in your program. Under the name of each team member you can see their phone number, email and current status:
Active: the team member has accepted their invite and are able to navigate the portal.
Invite Sent: the team member has received an invitation but they have not set up an account yet.
Deactivated: the team member’s account is no longer active. It can be reactivated at any time by following this process.
The second column indicates the user role of the team member. It can either be Manager or Admin. Admins can do anything that a case manager can do but also have access to additional features like the Team Members page.
The third column provides information about the status of the invitation:
Pending: invitation has not been accepted yet, the team member has not set up an account yet.
Accepted: the team member has set up their account already.
The next two columns inform you about the date the user was added and time they received an invite. Finally, the last column includes a button to view the team member’s details.