Members, sometimes called "users," are the people who have a license in your account. All people who access your account, regardless of whether they have training access, admin privileges, or are a part of a team, are members. 

This article contains the following sections:

• How to Invite New Members
• How to Search for a Member in your Organization
• How to Search for a Member in a Team
• How to Select Multiple Members to Act On
• How to Remove a Member from the Organization
• How to Change a Member's Content Access 
• How to Change a Member's Admin Status
• How to Export Member Data

How to Invite New Members

You invite new members from the Organization screen, which appears when you click the building icon on the top toolbar.

You can invite members individually or you can import member information in bulk. You can also add members as part of the process to create a team.

Tip: Click the Members button at the top of the screen to see how many active and invited members you already have, plus how many content access licenses are still available to assign. (You can invite unlimited members without content access. See Licenses and Roles for more information.)

Use these steps to invite new members to your organization:

1. From the management dashboard, click Organization in the left navigation menu.
   The Organization screen appears.
2. Click the Invite a user button on the right side of the screen.
   The Add Members to Company screen appears.
   

To add an individual member:

1. Type the new member's email address in the Search field. 
   If the email address doesn't already appear on a user in your account, an option appears to invite the user.
2. Click + Invite <email address>
   More fields appear on the screen for First Name, last name, and whether to assign the user a Content Access license.
3. Complete the fields and click Add.

To add member information in bulk:

1. Click the Import CSV link on the right side of the search bar.
   The Bulk Import Members window appears.
   
2. If you have 100 members or fewer, you can paste the information into the Paste members here field. The members information must appear in this format:

   email address, first name, last name

3. If you have more than 100 members or if you prefer to upload a CSV file, click Upload a CSV file, and navigate to your user information. The file must contain three columns with the following column headers:

   user_email, user_first_name, user_last_name

   Tip: Click the Download template link to download a file with sample information showing how to format your upload file.
4. Click Add.

How to Search for a Member in your Organization

Many of the procedures you can complete with members requires you to find the member first. Tip: To see a list of all members in your organization, see How do I see a list of all members in the organization?

Use the following steps to search for a member in the organization:

1. From the management dashboard, click Organization in the left navigation menu.
   The Organization screen appears, including a Search field.
   
2. Type the user's name or email address in the Search field. 
   Search results appear after a moment. Results include teams, members, and join requests. 
   Tip: Click one of the categories to show filter fields you can use to narrow your search results.

How to Search for a Member in a Team

Use the following steps to search for a member in a team:

1. From the management dashboard, click Organization in the left navigation menu.
   The Organization screen appears, including a list of top-level teams.
2. Click the team you want to open.
   Tip: You may need to expand one or more parent teams to get to the team you want.
3. Scroll down until you find the Members section. To the right of the Members heading is a search bar you can use to search for members in this team. You can search for members by first name, last name, or email address.
   
   Tip: The search bar also appears in the Managers section of the team page.

How to Select Multiple Members to Act On

You can select multiple members to act on at the same time. Use the following steps to select multiple members:

1. From the management dashboard, click Organization in the left navigation menu.
   The Organization screen appears, including a Search field.
   
2. Click the Advanced Search link on the right side of the search field. 
   The advanced search screen appears.
3. Select the check box next to each member you want to act on. Tip: You can use the filters on the left to help find the members you want.
4. As soon as you select a check box, options appear at the top of the screen, as you see in this graphic:
   
   Using these options you can:
   • Add to Another Team
   • Move to a Different Team
   • Resend Invitation Email
   • Assign Content Access
   • Remove Content Access
   • Remove from Organization
5. Select the action you want to perform and follow the prompts that appear.

How to Remove a Member from the Organization

Since accounts without content access are free, many times you may prefer to remove a member's content access rather than remove them entirely from your account (see the following procedure). However, if you need to delete a member completely, use the following steps:

1. Find the member you want to remove by navigating to the member in a team or using the steps above to search for the member.
2. Click the button with three dots on the right side of the member's row.
   A drop-down menu appears.
3. Click Remove from Organization.
   The Remove Member from Organization confirmation window appears. 
4. Click the Confirm button.

How to Change a Member's Content Access 

You can remove a member's content access to reassign their content-access license to someone else. You can reassign up to 25% of your total licenses. Use the following steps to change a member's content access:

1. Find the member whose content access you want to change by navigating to the member in a team or using the steps above to search for the member.
2. Click the button with three dots on the right side of the member's row.
   A drop-down menu appears.
3. Click Manage Content Access.
   The Manage Content Access window appears.
4. Toggle the Content Access switch on or off and click Save.

How to Change a Member's Admin Status

Use these steps to change a non-administrator to an administrator or vice versa:

1. Find the member whose admin status you want to change by navigating to the member in a team or using the steps above to search for the member.
2. Click the button with three dots on the right side of the member's row.
   A drop-down menu appears.
3. Click Manage Admin Access.
   The Assign Admin Privileges window appears.
4. If the member is not currently an admin, click Promote to Admin to give them admin privileges. If the member is already an admin, click Remove Admin Privileges to change the member to a non-admin. 

How to Export Member Data

The Team Membership report is the best tool to export member data. The Team Membership report lists all your members, shows what team(s) they are on, and shows their role on each team.