Team Management in SureDrive
Content in Progress
This page is being migrated from the legacy help documentation. Full content will be available soon.
Using the Team Menu
How to navigate to the Team section of a SureDrive.
Adding an Organisation
How to add an organisation to the SureDrive team.
Adding a Person
How to add a person to the SureDrive team.
Editing and Removing Organisations
How to update or remove an organisation from the team.
Editing and Removing Persons
How to update or remove a person from the team.
Managing Study Roles
How to assign and manage study-level roles for team members.
Creating and Managing Team Groups
How to create team groups and manage group membership.
Importing and Exporting the Team
How to import team members from a spreadsheet or export the current team to CSV or Excel.