Editing Multiple Team Members
- From the drop-down menu, select Bulk edit team
member.
- From the drop-down menu, select the team member list
you want to edit, then select Download.The team member edit template CSV file downloads. The team member edit template file includes a list of all team members in the organization.
- Optionally, enter a unique case or reference number in the Case/reference
Number field. In the event that any actions need to be reviewed or audited, a unique case or reference number can be used to reference past requests.
- Optionally, select the check box to add a +1 in
front of all mobile phone numbers included in the CSV file.
- Select Next Step.The Bulk edit team member: data pre-check page opens.
- Review the team member records in the list and confirm that there are no formatting errors or missing data.
- Select Submit request.
