Welcome to the video tutorial on how to add and remove members from an organization
From the main dashboard, navigate to the “My Organization” page
Click on the name of the organization to add members to. Note: you have to be the administrator of the organization to add or remove members.
The Administrators table displays the details of the administrators of the organization. There has to be a minimum of one and a maximum of 2 administrators per organization.
The Active Members table displays all the members of the organization. You can search for individual members by their name or email id.
The Join Requests table displays the list of users who have requested to join the organization. You can search for an individual user by their name or email id.
The Pre-Approved Members table displays the list of users who have been pre-approved to the organization but have not yet registered in the eFile and eServe system. Once they register, they will automatically be moved to the Active members table. You can search for an individual user by their email id.
To add members to the organization, Click the “Add Members” button
Enter the email ids of members to add to the organization separated by commas, and click on the “Submit” button
The confirmation message will be shown
Verify the “Active Members” table. All the users registered in the eFile and eServe system will be added to the table.
You can search for individual members by their name or email id.
To edit the User Type of a member between Individual and Attorney, click on the “Edit” link, change the user type and click on the “Update User” button. The User type of the member will be changed in the member’s User Profile also.
Users that are not registered will be added to the “Pre-Approved Members” table. Once these users register in the eFile and eServe system, they will be automatically added to the Active Members table.
Login as the registered user whose User Type was edited in the previous step and navigate to the “User Profile” page
Confirm that the change has reflected in the User Profile
Navigate to the Organization page.
The Organization that the user was added to will be listed in the table.
Click on the Organization name to see the details.
Register a new user and fill in the User Profile.
Navigate to the Organization page.
The Organization that the user was added to will be listed in the table.
Click on the Organization name to see the details.
Navigate to the Organization page.
Click on the Organization name to see the details.
The newly registered user will be removed from the “Pre-Approved Members” table and added to the “Active Members” table.
To remove a member from an organization, click on the “Remove” link next to the user. Note: if the member is an administrator, first remove the administrator privileges before removing the member from the organization.
The member will be removed from the the “Active Members” table
Login as the user who was removed and navigate to the “My Organization” page
The Organization is no longer listed in the “My Organization” table.
Click on the “Search Organizations” button
Enter the name of the organization that we created and click Search.
In the search results, click on the “Request Join” link.
The request to join has been sent to the organization administrator
Navigate to the “My Organization” page
Click on the name of the organization
Scroll down to the Join Requests Table. The user who has requested to join the organization will be listed. Click on the “Accept” link to add the user to the organization.
The added user will be listed in the Active Members table
Thank you for watching the video tutorial on how to add and remove members from an organization.
For more help, visit the support menu on the dashboard.