How Do I Invite and Manage Team Members?

How Do I Invite and Manage Team Members?

Managing your team in VirgilHR is simple. You can invite new users, update roles, remove team members, and activate or deactivate accounts from the Manage Your Team section.

Inviting a Team Member

  1. Click on the Profile icon in the top-right corner of the Home page.
  2. Navigate to Manage Your Team under the Organization tab.
  3. Click Invite More.
  4. Enter the new team memberโ€™s Name, Email, and Role.
  5. Click Send Invite.

๐Ÿ“Œ Invited users will receive an email with a link to set their password and access their account.


Removing a Team Member

  1. Click on the Profile icon in the top-right corner of the Home page.
  2. Navigate to Manage Your Team under the Organization tab.
  3. Locate the team member you want to remove.
  4. Click the Remove (๐Ÿ—‘๏ธ) icon next to their name.
  5. Click Confirm to finalize removal.

Updating Team Member Roles

  1. Click on the Profile icon in the top-right corner of the Home page.
  2. Navigate to Manage Your Team under the Organization tab.
  3. Find the user whose role you want to update.
  4. Click the Role dropdown menu next to their name.
  5. Select their new role from the list.

Activating or Deactivating Team Members

  1. Click on the Profile icon in the top-right corner of the Home page.
  2. Navigate to Manage Your Team under the Organization tab.
  3. Find the user whose access you want to change.
  4. Use the toggle switch under the Activated Licenses column to enable or disable the account.

๐Ÿ“Œ Deactivated users will lose access but can be reactivated later.

Troubleshooting & Additional Help

  1. Need to understand user roles before inviting team members? Check out What Are the Different User Roles and Permissions on the Portal? to learn about different roles and their access levels.
  2. If you experience any issues with managing your team, reach out to Support Team for assistance.

    • Related Articles

    • How Do I Discuss a Chat with Other Team Members?

      VirgilHR allows you to collaborate with your team by using the Discussions tab inside the chatbot. This feature lets you write comments, tag team members, and reply to their messages directly within a chat. Using the Discussions Tab Open the Chatbot ...

    • How Do I Transfer Account Ownership?

      If you need to transfer account ownership to another team member, you can do so in the Manage Your Team section. This process ensures that the new owner has full control over the account. How to Transfer Account Ownership Click on the Profile icon in ...

    • How Do I Access My Tasks?

      The Task List in VirgilHR helps you track upcoming, completed, and overdue tasks. Tasks can be manually created by you or your team, or they may be automatically generated by the system when linked to a legal update or other detected compliance ...

    • What Are the Different User Roles and Permissions on the Portal?

      VirgilHR provides role-based access control to ensure users have the appropriate permissions based on their responsibilities. Roles & Permissions Overview ? Owner The account owner who has full administrative control. Only the Owner can manage ...

    • How Do I Access My Usage Reports & Stats?

      The Reports section provides an overview of chat statistics, handbook activity, and team performance. You can analyze trends, generate detailed reports, and export data for further insights. Access Reports & Stats Click the Reports tab in the left ...