How to Manage Team Members in Standupify

The Standupify People section provides administrators with powerful tools to manage their team efficiently. This guide will walk you through the steps to view, invite, filter, and edit team members within your organization.

Steps to Manage Team Members

1. Navigate to the People Section

Access the "People" tab from the top navigation bar of the Standupify web interface. This is your central dashboard for all user-related administration.

2. View Your Team Members

The main table on the 'People' page displays a comprehensive list of all invited and added team members. Here you can see:

• Name: The user's name and avatar.
• Teams: Which Standupify teams they are assigned to.
• Status: Whether they are 'Active' or 'Deactivated'.
• Bot Installed: A green checkmark indicates if the Standupify Google Chat bot has been installed.

For larger organizations, use the vertical scrollbar on the right to view the entire list.

3. Invite New Members to Standupify

To add new users to your Standupify organization:

1. Click the prominent "Invite members" button, located at the top right of the page (it's purple with an envelope icon).
2. Choose your preferred invitation method: either generate a shareable link that new users can use to join, or send an invitation directly to their email address.

4. Filter and Search for Specific Members

To quickly find and manage specific individuals or groups, use the filtering and search options on the left sidebar:

• Search by Name or Email: Use the 'Search by name or email' input field to type in a member's name or email address. The list will update instantly.
• Filter by Team: Use the 'Team' dropdown menu (initially 'All') to display members belonging to a specific team.
• Filter by Status: Use the 'Status' dropdown menu (initially 'All') to view only 'Active' or 'Deactivated' members.
• Filter by Bot Installation: Use the 'Bot' dropdown menu (initially 'All') to see who has or hasn't installed the Standupify bot.

5. Manage Individual Member Details

To modify a team member's information:

1. Locate the member in the table.
2. Click the "Edit" link next to their entry.
3. From the individual user settings, you can change their team assignments, update their activity status, or configure other user-specific details.

Frequently asked questions

How can I invite new members to Standupify?

Click the 'Invite members' button on the People page. You can then choose to generate a shareable link or send an invitation directly to their email address.

How do I find a specific user in the team member list?

Use the 'Search by name or email' input field on the left sidebar of the People page to quickly locate a specific member.

How can I filter the team member list?

You can filter the list using the dropdown menus on the left sidebar for 'Team', 'Status' (Active/Deactivated), or 'Bot' (installed/not installed).

How do I change a team member's assigned teams?

Locate the member in the table and click the 'Edit' link next to their entry. This will open their individual user settings where you can modify team assignments.

What does the 'Edit' link do for a team member?

The 'Edit' link allows administrators to access individual user settings, where they can update details such as team assignments, activity status, and other user-specific configurations.