For Organization Leads

How do I create a new Edifix Team?
From any page, go to Account>My Organization. Click the Create Team button.  This will take you to the Create New Team page, where you can Gi...
Fri, Apr 20, 2018 at 10:50 AM
How do I add Team Members to a Team?
Note: If your Organization does not have individual Teams, see here. To add new Team Members, go to Account>My Organization, and scroll down to see a...
Fri, Apr 20, 2018 at 10:59 AM
How do I designate a Team Manager or remove a Team Member from Manager status?
To add a new Team Member and designate them as a Manager, see here. To designate an existing Team Member as a Manager, go to Account>My Organization,...
Fri, Apr 20, 2018 at 11:02 AM
How do I move a Team Member to a different Edifix Team?
If for any reason you need to reassign a Team Member from one Edifix Team to another, here's what to do: 1. Go to Account > My Organization to g...
Fri, Apr 20, 2018 at 11:03 AM
How do I delete a Team Member from my Organization?
Note: Before deleting a Team Member, ask yourself whether deactivating the user's Edifix access solve your problem equally well. If so, see here for in...
Mon, Apr 30, 2018 at 1:12 PM
How do I deactivate access to Edifix for a Team Member in my Organization?
1. Go to Account > My Organization to go to your Organization page. 2. Click the View All Members button. This displays a list of all your Edifix Tea...
Mon, Apr 30, 2018 at 1:12 PM
How do I set a default editorial style for my Organization?
Choose Account > My Organization to go to your Organization Overview page. Click the Organization Settings button. This will bring up your Organiza...
Fri, Apr 20, 2018 at 11:16 AM
What if my Organization needs a different Lead?
If you need to designate someone else as Lead for your organization, here's how to proceed: 1. If the person is not already registered on Edifix as...
Fri, Apr 20, 2018 at 11:17 AM
Can I add Team Members to my Organization and designate Managers without creating a Team?
It may not make sense for your specific organization to divide your Edifix Team Members into teams. If that's the case, or if you need to add Team Memb...
Fri, Apr 20, 2018 at 11:19 AM
I added someone to my Organization, but they haven't logged in yet! How do I resend their invitation email?
In order for a Team Member to use Edifix as part of your Organization, they need to confirm their email address and set up a password. Until they do, you&#x...
Fri, Apr 20, 2018 at 11:19 AM