Status Change (Owner / Admin / Membership status, Block / Dismiss)

Status Change (Owner / Admin / Membership status, Block / Dismiss)

If there have been any personnel changes in your team, the Team Admin can go to [Admin Menu] to switch a member to a Team Admin, transfer team ownership, block, or dismiss a member. 

1. Select the [≡] icon on the upper right corner of your PC or Web JANDI and go to [Admin Menu]

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On your Mobile JANDI, select the [Org Chart] and tap on the wheel icon on the top. Then you can access the Admin Menu.

 

  1. Go to the [Member Management] tab, select the member you wish to change the membership status by selecting the box next to the member name. Then, the [Edit Selection] button above will be activated. 

    *If your Organization Management settings are on, go to [Admin Menu] - [Organization Management] - [Member Management].

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3. Select [Edit Selection] and choose the changes you want to make to the member’s status.

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  • Changing membership status
    • Only the team owner can transfer the team ownership to another member.
    • Selecting a member as an admin or vice versa
    • Switching an Associate to a Member (You cannot change a Member to an Associate)
    • Blocking or unblocking a member from the team
      • The messages and files the blocked member uploaded remain in the team, but the blocked member cannot access the team.
      • Once a blocked member is unblocked, they can access the team and all the previous data.
    • Dismissing a member from the team

 

*On your Mobile JANDI, select the [Org Chart] and tap on the wheel icon on the top. Then you can access the Admin Menu.

 

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