In the Search box, enter all or part of the user's ● name, and then click Search. The results appear in the window. Locate and select the check box for users you ● want to add. Click Add Responders. The window closes and ● users are added to the organization. Note: By default, new are given the Accepted status. Your system can be configured to use a different default status. View member changes for the Above the click The Display Filter, View Change Log. organization's change log window opens. organization, In the Display Filter: Status menu, click the ● current status of users whose status you want to change. The member table is updated. Locate and select the check box for users whose ● status you want to change. In the Select an action menu, Set to ● Change members' statuses, Accepted, Set to Pending, Set to Rejected, or Set to Researching. Submit Action. The member table is ● updated. Tip: To quickly change the status of one user, locate the user and on their row in the Status menu, click the status that you want to assign them. Select the check box for users you want to ● transfer. In the menu, Select an action Transfer ● Responders. Click Submit Action. The Organization Selection ● Transfer members, window opens. Select the box of the organization to which ● you want to transfer users. Click Transfer and Notify or Transfer. The ● window closes and users are transferred to the other organization.
● In the Search box, enter all or part of the user's name, and then click Search. The results appear in the window. ● Locate and select the check box for users you want to add. ● Click Add Responders. The window closes and users are added to the organization. Note: By default, new are given the Accepted status. Your system can be configured to use a different default status. View member changes for the organization, Above the Display Filter, click View Change Log. The organization's change log window opens. Change members' statuses, ● In the Display Filter: Status menu, click the current status of users whose status you want to change. The member table is updated. ● Locate and select the check box for users whose status you want to change. ● In the Select an action menu, Set to Accepted, Set to Pending, Set to Rejected, or Set to Researching. ● Submit Action. The member table is updated. Tip: To quickly change the status of one user, locate the user and on their row in the Status menu, click the status that you want to assign them. Transfer members, ● Select the check box for users you want to transfer. ● In the Select an action menu, Transfer Responders. ● Click Submit Action. The Organization Selection window opens. ● Select the box of the organization to which you want to transfer users. ● Click Transfer and Notify or Transfer. The window closes and users are transferred to the other organization.