See this article for how to Add a Team Member.


The Team Members page is where you can control permission levels and to which clubs a member as access to (in a multiple club environment). It's also, among other things, where you can remove an employee's account if they depart.



The top half of this screenshot shows two blue buttons used to create users and add an existing user to the current club. 

  • Create a new user, item A, is pretty self-explanatory in that you use this function to add a new user to the club's team.
  • Add an existing user to this club, item B, means the user has already been created in another club, and you'd like to add them to the roster for the currently selected club. For example, organization ABC Health, has two clubs (Club X and Club Y). If the new employee, Jen, is to work in both clubs, you would create her account in Club X. Then switch to Club Y, and select the "Add an existing..." button to add her account to Club Y.


The lower half of the screenshot demonstrates two users with various settings.
  • Item C, is the username, or login, of the team member
  • Item D, is their permission level
    • Access Only (a red bar like item D), means they ...
    • Team Member (a green bar like item E), means they ...
  • Item F, the grey bar, indicates their permission level
    • Sales Rep, means they can manage leads
    • Location Manager, means they can manage leads and ...
    • Administrator, means they have the above permissions, and can manage website settings
  • Create Employee Profile means to take a user that has just been added to the current club and give them a profile. A profile entitles them to a Sales Rep or Location Manger status and the permissions that come with those. 
  • Edit Employee Profile lets you configure aspects of their profile for the current club.
  • Remove User is a feature that does several steps. If there are leads attached to the user, it warns you to first transfer those to another user (or they will be simply retagged as "unassigned leads.") Then the user is removed from any clubs in which they had profiles and the user account deleted from the system.