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Team Members

Purpose​

View and manage the members who belong to a specific team, including adding new members, removing members, and viewing member details.

Access​

From the Teams page:

  1. Click on a team name to view its members
  2. Or click the gear icon (⚙) and select View Members or Manage Members

Screenshot​

Team members list showing member information and management options
Team members list showing member information and management options

Description​

The Team Members page displays all members currently assigned to a specific team. This interface allows administrators to view member information, add new members, remove members, and perform various member management tasks within the team context.

Page Header​

Title​

  • Format: Team name (e.g., "Subcontractor")
  • Purpose: Clear indication of which team's members are being viewed
  • Breadcrumb: May show navigation path back to main Teams page
  • Context: Shows you're viewing a specific team's member list

User Context​

  • Display: Current administrator name in top-right
  • Example: "Team, Nithya"
  • Profile Icon: Access to user settings

Action Buttons​

+ Add Members (Green)​

  • Purpose: Add new members to this team
  • Action: Opens member selection dialog
  • Icon: Plus (+) sign
  • Use Cases:
    • Adding newly recruited team members
    • Transferring members from other teams
    • Expanding team size
    • Including members for specific projects
  • Result: Opens Add Team Members dialog

⬇ Download (Outlined)​

  • Purpose: Export team members data
  • Format: CSV or Excel file
  • Exported Data:
    • Member names
    • Age
    • Gender
    • Join dates
    • Contact information (if included)
  • Use Cases:
    • Team roster reporting
    • External documentation
    • Attendance tracking
    • Backup records
    • Integration with other systems

Search Functionality​

  • Position: Top-right corner
  • Placeholder: "Search..."
  • Real-time: Filters results as you type
  • Searchable Fields:
    • Member names
    • Age
    • Gender
    • Join dates
  • Clear Button: ✕ icon to reset search

Team Members Table​

The table displays detailed information about each team member with sortable columns.

Table Features​

Bulk Selection​

  • Checkbox Column: First column contains checkboxes
  • Select All: Checkbox in header selects/deselects all
  • Individual Selection: Check boxes for specific members
  • Bulk Actions: Perform actions on multiple selected members
  • Use Cases:
    • Removing multiple members at once
    • Bulk status changes
    • Group notifications
    • Mass operations

Table Columns​

Name ↕​

  • Content: Full name of the team member
  • Examples from screenshot:
    • "NPO, APICheck"
    • "teststsetet, test"
    • "Club, Peake"
    • "Schroeder, Casey"
    • "teeeeeee, tetst dsdfs"
    • "Club, Alite"
  • Format: "Last Name, First Name" or "Organization Name"
  • Sortable: Click header to sort alphabetically
  • Action: May link to member's full profile
  • Searchable: Can filter by typing name

Age ↕​

  • Content: Member's age in years
  • Examples from screenshot:
    • 25, 60, 26, 15, 57
  • Sortable: Click to sort numerically
  • Purpose:
    • Age-based team composition
    • Compliance requirements
    • Demographic reporting
    • Eligibility verification
  • Privacy: May be restricted based on privacy settings

Gender ↕​

  • Content: Member's gender
  • Values from screenshot: "Female"
  • Other Common Values: Male, Non-binary, Prefer not to say
  • Sortable: Click to group by gender
  • Purpose:
    • Demographic reporting
    • Compliance tracking
    • Team composition analysis
    • Program requirements
  • Privacy: May be restricted or optional

In team since ↕​

  • Content: Date member was added to this team
  • Format: YYYY-MM-DD
  • Examples from screenshot:
    • "2025-08-22"
    • "2025-02-07"
    • "2025-04-01"
  • Sortable: Click to sort chronologically
  • Purpose:
    • Track member tenure
    • Identify newest members
    • Anniversary tracking
    • Seniority considerations
  • Uses:
    • Onboarding status
    • Experience levels
    • Recognition programs
    • Historical tracking

Actions (⚙)​

  • Icon: Gear/settings icon
  • Purpose: Access member-specific actions within team context
  • Click: Opens context menu
  • Common Actions:
    • Remove from team: Remove this member from the team
    • View member details: See full member profile
    • Edit member info: Update member information
    • View member history: See member's team history
    • Send message: Contact the member
  • Additional Options from screenshot:
    • Delete: Permanently remove member (appears as separate option)

Context Menu Actions​

Remove from Team​

  • Action: Remove member from this specific team
  • Effect: Member removed from team but remains in organization
  • Data Preserved: All member data stays intact
  • Use Cases:
    • Member transferred to different team
    • Project completion
    • Role change
    • Temporary team membership ended

Delete​

  • Warning: This may permanently delete the member
  • Caution: Use carefully - typically removes from system
  • Confirmation: Should require confirmation dialog
  • Difference from Remove: Remove from team vs. delete from system
  • Best Practice: Usually remove from team rather than delete

Pagination Controls​

  • ⏮ First Page: Jump to first page
  • ◀ Previous: Go to previous page
  • Page Number: Current page (highlighted in green, shows "1")
  • ▶ Next: Go to next page
  • ⏭ Last Page: Jump to last page

Information Display​

  • Record Count: "Showing 1 to 6 of 6 records"
  • Format: "Showing [start] to [end] of [total] records"
  • Purpose: Shows current view within total members

Page Size Selector​

  • Default: 25 records per page
  • Options: Dropdown with choices (10, 25, 50, 100, All)
  • Use: Adjust how many members display per page

Use Cases​

Viewing Team Composition​

Scenario: Reviewing who is on a team

Process:

  1. Navigate to team's member list
  2. Review all current members
  3. Check member demographics and join dates
  4. Verify team composition meets requirements
  5. Note any gaps or issues
  6. Export roster if needed for reporting

Adding New Team Members​

Scenario: Recruiting new members to team

Process:

  1. Click + Add Members button
  2. Search for members to add
  3. Select members from available list
  4. Confirm additions
  5. New members appear in team roster
  6. Notify new members of team assignment
  7. See Add Team Members for detailed process

Removing Team Members​

Scenario: Member leaving team or transferring

Process:

  1. Locate member in team roster
  2. Click gear icon (⚙) next to member
  3. Select Remove from Team
  4. Confirm removal
  5. Member removed from team roster
  6. Member data preserved in organization
  7. Notify member of removal if appropriate

Bulk Member Operations​

Scenario: Performing action on multiple members

Process:

  1. Check boxes next to relevant members
  2. Or use "Select All" for entire list
  3. Choose bulk action from menu
  4. Confirm action
  5. Operation applied to all selected members
  6. Verify results
  7. Notify affected members if needed

Team Roster Reporting​

Scenario: Generating team membership report

Process:

  1. Optional: Filter or search for specific members
  2. Click Download button
  3. Select export format (CSV/Excel)
  4. Save downloaded file
  5. Open in spreadsheet application
  6. Use for reporting, analysis, or external needs
  7. Share with stakeholders as appropriate

Demographic Analysis​

Scenario: Analyzing team composition

Process:

  1. Review Age and Gender columns
  2. Sort by demographics to see distribution
  3. Identify any gaps or imbalances
  4. Export data for detailed analysis
  5. Compare with organizational goals
  6. Make adjustments to team composition if needed

Monitoring Team Changes​

Scenario: Tracking member tenure and changes

Process:

  1. Sort by "In team since" column
  2. Identify newest members (recent dates)
  3. Identify longest-serving members (oldest dates)
  4. Track turnover patterns
  5. Plan onboarding for new members
  6. Recognize long-term members
  7. Analyze retention trends

Best Practices​

Team Composition Management​

Regular Reviews​

  • Frequency: Review team roster monthly or quarterly
  • Accuracy: Ensure all members should be on team
  • Activity: Check that members are actively participating
  • Gaps: Identify missing skills or roles
  • Balance: Consider demographic and skill distribution

Documentation​

  • Roster Records: Keep historical records of team composition
  • Changes: Document why members are added or removed
  • Contact Info: Ensure contact information is current
  • Roles: Note each member's role or responsibilities
  • Special Notes: Track any special circumstances

Member Addition​

Selection Criteria​

  • Skills: Verify member has needed skills
  • Availability: Confirm member has time for team
  • Compatibility: Consider team dynamics
  • Experience: Balance experience levels
  • Commitment: Ensure member understands expectations

Onboarding​

  • Welcome: Formally welcome new team members
  • Introduction: Introduce to existing team members
  • Expectations: Clarify roles and responsibilities
  • Resources: Provide access to team resources
  • Support: Assign mentor or buddy if appropriate

Member Removal​

Process Management​

  • Reason: Document why member is being removed
  • Communication: Notify member respectfully
  • Transition: Plan for knowledge transfer if needed
  • Timeline: Give appropriate notice when possible
  • Exit: Conduct exit interview if appropriate

Data Handling​

  • Preserve Records: Keep member's contribution history
  • Access: Remove team-specific access appropriately
  • Resources: Recover team resources from member
  • Documentation: Update team documentation
  • Reporting: Update team reports and rosters

Privacy and Sensitivity​

Personal Information​

  • Respect Privacy: Handle demographic data carefully
  • Need to Know: Share only necessary information
  • Compliance: Follow privacy regulations (GDPR, etc.)
  • Consent: Ensure proper consent for data use
  • Security: Protect member information from unauthorized access

Sensitive Actions​

  • Confidentiality: Handle removals with discretion
  • Professionalism: Maintain professional approach
  • Communication: Use appropriate channels
  • Documentation: Keep sensitive notes private
  • Support: Provide support resources when needed

Tips​

  1. Regular Updates: Keep team rosters current with adds/removes
  2. Clear Communication: Notify members when they're added or removed
  3. Export Regularly: Download rosters for backup and reporting
  4. Use Search: Utilize search function to find members quickly
  5. Bulk Operations: Use checkboxes for efficient multi-member actions
  6. Document Changes: Note why team composition changed
  7. Monitor Demographics: Ensure team composition meets organizational goals
  8. Preserve History: Keep records of team membership over time