How do I add additional team members or remove a team member?
In this article:
- Adding a new user
- Inactivating a user
- Deleting versus inactivating a user
- A note about active users and your account's primary contact
View an LGL Short Video on adding team members to your LGL account
Every Little Green Light account allows unlimited team members, or users, so you can add as many as you need. You can assign each user to a role depending on what level of permissions you want that team member to have.
IMPORTANT: Please make sure you use a unique and valid email address for each team member you add to your LGL account. We highly discourage the use of a generic email address (such as volunteer@organizationname.org) by multiple or sequential team members because this can result in problems logging in and other issues. Read more about why this practice is important.
Adding a new user
To add new users, go to your Home tab and click Team Members in the subnavigation bar:
From there, complete the new user form:
After you complete this form and save it, you will have the option to send an email to the user, inviting them to set up their password and log in, as shown here:
IMPORTANT: The verification link will expire in 14 days. So once your new team member has been invited, please remind them to log in and set up their user name and password as soon as possible.
Read more about LGL team member roles and permission levels.
Resend a team member's invitation to log in
If a team member's invitation to log in has expired and you are an Administrator in your account, you can resend the invitation by going to your Team Members page, finding the team member's name, and sending them a new invitation by clicking the Invite button, as shown here:
Mark billing contacts
You can set which Administrators you want to serve as billing contacts in your account by visiting the Settings > Subscription settings > Contact information page and checking the relevant "Billing contact?" box/es. These designees will receive updates about invoices and payments.
It is also possible to access your billing contacts by hovering over the current billing contact on your Team Members page and clicking the "Edit" option that appears:
Update a team member's name
NOTE: It is possible to update a team member's name ONLY when that team member does not also have a user profile in any other Little Green Light account. In addition, it is necessary to have Administrator-level permissions to make this change.
To update a team member's name (as well as their time zone), click the Actions button for the team member and select the Edit option. You can now type in the name fields to make your changes, as shown here:
Inactivating a user
When a team member leaves your organization, to remove them as an LGL user and prevent them from accessing your account but preserve the changes they've added or updated in your data, you can change their status in these ways:
1. By editing the user's profile and unchecking the "Is active?" check box:
2. By clicking the Actions button for the team member, and then clicking "Deactivate user":
Inactive users will no longer appear on your list of Active users, but they will be listed on the Inactive tab:
If you need to re-activate an inactive user, you can click on the Inactive tab, click the Actions button, and select "Reactivate user".
Deleting versus inactivating a user
It is possible to completely delete a user, but if you do that the information tracking their past activities will be lost. Their actions won't disappear, but the tagging with their user name in updates they made will be deleted. For that reason, if you are removing a user who has been active, we recommend using the Actions button to inactivate the user rather than deleting the user altogether.
If you do need to delete a user altogether, such as someone you added by mistake, you will first need to deactivate the user. Then you can access the "Delete user" option from the Actions menu:
A note about active users and your account's primary contact
Your LGL account checks each night to make sure the primary contact selected is an active user.
The primary contact is selected on the Settings > Subscription settings > Contact information page.
If any team member inactivates this primary contact, a new Administrator who is an active team member will be selected automatically as the new primary contact. At next login, your account will then display a pop-up notification to let you know of this change. This allows LGL the option to contact the primary contact for your account by email when needed.