Team/People Section
Everything you need to know about the Team section
6 articles
- Managing Your Team in the People SectionA complete guide to the People section for Payers and Account Admins — covering views, filters, member statuses, per-member actions, and how to read each column. This guide is for…
- How to Delete/Archive a TeamIf you are a payer and the owner of an organization, you have the authority to manage and edit your teams in your workspace. This guide is for Payers and…
- How to Remove a Team MemberThis guide explains how Payers can safely remove a contractor or employee from a specific Team within your organization. This guide is for Payers and Account Admins only.
- How to Invite Team MembersThis guide explains how to add new employees, contractors, or admins to your team. You can invite members individually or in bulk. This guide is for Payers and Account Admins…
- What's the Team section for?
- Disabling Anonymous ContractorsLearn how to require all team members to display their verified legal names by turning off anonymous onboarding in your organization settings.