To view a summary of the team members set up for your company, click on Team Members in the left navigation menu. Details associated with each team member will be displayed.
The details can be exported to Excel, CSV or PDF formats by clicking on the associated button.
You can also search for data within the details by utilizing the Search box. For example, you can enter the name of a team member to help locate the individual.
To drill down into the details of a specific team member, click on the name of the team member.
To modify or remove the team member's details, click the orange wrench icon in the Edit column.