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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.