title | description | hide_table_of_contents | sidebar_position |
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Team Members |
Set up and manage your UID2 team. |
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7 |
import Link from '@docusaurus/Link';
In the UID2 Portal, on the Team Members page, you can perform all activities relating to configuring individuals who you want to authorize for access to your account, including the following:
- Add a Team Member
- Resend an Invitation to a Team Member
- Edit Information for a Team Member
- Remove a Team Member
Each team member is an administrator for the account, and can perform all activities relating to managing your team and your account, including the following:
- Add, modify, or remove additional team members: see Add a Team Member
- Add, modify, or remove email contacts: see Email Contacts.
- Add or remove sharing relationships and sharing settings: see Sharing Permissions.
Complete the following steps:
-
Log in to your UID2 Portal account.
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On the Team Members page, click Add Team Member.
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Enter the first name, last name, email, and job function.
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Click Save Team Member.
The team member is added to the list, with Pending status, and an invitation email is sent to the invited person.
If you added a team member, you might need to resend the invitation. For example, perhaps the team member didn't receive the invitation or accidentally deleted it, or the invitation has expired.
To re-send the invitation for a team member, find the team member on the list and then, in the Actions column, click Resend Invitation. The status updates to Invitation Sent, and a new invitation email is sent.
To edit information for a team member, complete the following steps:
- In the UID2 Portal, go to the Team Members page.
- Find the team member on the list.
- In the Actions column, click (the Edit icon).
- Update the information, and then save the changes.
To remove someone from the team, follow these steps:
-
Find the team member on the list and then, in the Actions column, click (the Delete icon).
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At the confirmation message, click Delete Team Member.
The team member is removed from the team.
If you were added as a new team member, we send you a confirmation email to validate your address. Follow these steps:
- Click in the email to accept the invitation.
- Click through to update your password from the initial default.
- Log in to the UID2 Portal using your email and your new password. This confirms your account.
- On first login, review and accept the UID2 Sharing Portal Terms of Service.