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...

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...

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,...

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 go...

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 ins...

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...

Choose Account > My Organization to go to your Organization Overview page. Click the Organization Settings button. This will bring up your Organiza...

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 ...

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 Membe...

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...