What you will Learn:
A. How to Add a New Member to your Organization
B. How to Update an Existing Member's Role
C. How to Deactivate/Remove a User
D. How to Enable Features for Your Organization
How to Manage Users in Your Organization
Click on your name in the top right corner of the Home Page.
Select Settings.
On the left side of the Settings page, click Team Members.
From there, you can:
A. Add a New Member
Click + Invite Members.
Enter their email address.
Select their role (Member, Servicer, or Admin).
Once an invite has been sent, the new member will receive an email invitation to join the organization.
B. Update an Existing Member's Role
Use the Role drop-down next to each user's name to change their role.
C. Deactivate/Remove a User
Click on the three dots to the right of the user.
Select to either deactivate or remove the member.
D. Enabling Features for Your Organization
Each Orginization can choose if they wish to use the following features if applicable:
AI Case Chat (Assistant)
DUS Export
Flood Analysis
Blanket Analysis
Self-Managed Cases
Agentic Experience
Toggle the features on and off at any time.
