Manage Team Members¶
Open My Teams, select a team you lead, and choose Manage Members.
Add a member¶
- Select Add member.
- Choose an active Serve user.
- Set the team role to Member or Leader.
- Select the positions the person can fill.
- Confirm the addition.
Only active users who are not already active members of the team are available to add.
Update a member¶
Select Edit beside a person to change their team role, active status, or eligible positions. Save the member when finished.
Remove and restore membership¶
Turning off Active member removes the person from the active roster without erasing useful scheduling history. Use the Removed filter to find and restore a former member.
Managing leaders
A team leader cannot necessarily promote, demote, or remove another leader. Administrator access may be required for changes that affect team leadership.
Position eligibility¶
Assign only positions the person is prepared to serve. Position eligibility helps the scheduling screen present appropriate volunteers but does not replace leader judgment.