There are two Momentum Team member types: Admins and Members.
Admins can add, edit and remove team content like Metrics, Links, Countdowns, and Goals that everyone on the team will see. They can also add/manage their own content (Todos, Notes, Countdowns, etc.) that only they can see.
Members can see but not edit the team content (Metrics, Links, Countdowns, Goals, etc.) that's been added by team Admins. They can also add/manage their own content (Todos, Daily Focus, Notes, etc.) that only they can see.
In this help article, you will learn...
- How to invite new people to your team.
- How to re-send someone an invitation.
- How to add/remove Admins.
- How to remove someone from your team.
Inviting people to your team
To invite someone to join your team's Momentum page, visit the Team Members section of the Team Admin page, click the + Invite Members button, add their Email, Full Name, choose whether or not to set them as an Admin, and then click the Invite button.
Note: For a member or admin to successfully join your team they'll have to click the verification link in their invitation email.
Re-sending an invite
If someone on your team accidentally deleted their invitation or it didn't get through to them, visit the Team Members section of the Team Admin page, and then click the Re-send option next to their name.
Adding & removing Admins
You can easily add or remove Admins by changing their Role in the member info. Just visit the Team Members section of the Team Admin page, click the person's name, change their Role to Admin or Member and then click the Save button.
Removing people from your team
To remove someone from your Momentum Team and stop them from accessing your team's Momentum page, visit the Team Members section of your Team Admin page, click the team member's name, click Delete at the bottom right corner and then click Yes.
