Your team is the foundation of everything you do in Manager Toolkit. This guide covers adding new members, editing their details, and managing your team roster over time.
Adding a New Member
Navigate to Teams from the sidebar and select the team you want to add someone to.
Click Add Member to open the member form. Fill in the required details: first name, last name, role, and optionally their email address.
Set the catchup frequency for this person. This determines how often they appear in your overdue catchup reminders. You can choose weekly, fortnightly, monthly, or set a custom interval.
Adding an email address is optional but useful. It allows you to link members to survey responses and send them journey invitations in the future.
Editing Member Details
You can update a member's details at any time. Open their profile from the team view and edit their name, role, email, or catchup frequency. Changes take effect immediately across the platform.
Archiving a Member
When someone leaves your team or you no longer need to track catchups with them, you can archive them rather than deleting them.
Open the member's profile and select the Archive option.
Confirm the action. The member will be hidden from your active team list.
Archiving preserves all historical data, including past catchups, actions, and sentiment records. You are not losing any information. Archived members can be restored at any time if they return to your team or you need to review their history.
Managing Multiple Teams
If you manage more than one team, each team has its own member list. A person can exist in multiple teams if needed. Navigate between teams using the team selector at the top of the Teams page.
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