How to use the Team tab in your admin dashboard
As an administrator, you can access the Team tab directly from your Wooclap account. Assigning users to a group is the main purpose of this tab. You can also add new users to your organization's license, remove users who no longer need access, search for a specific user, and export the list to Excel.
🔒 All plan administrators have access to this tab. If you don't see the Organisation tab in your account, contact your dedicated CSM to request access.
Access the Team tab
First, log in to your Wooclap account.
Then, click on the Organisation tab in the top left of your screen and select Team.
Assign a user to a group
Assigning users to a group is the main purpose of the Team tab. In the Group column, click the dropdown next to a user's name and select the group you want to assign them to.
Note: If the Groups feature is activated for your organization, users are also asked to choose their own group the first time they log in. You can use the Team tab at any time to assign or update a user's group yourself.
Add a user to your license
Click + Add users in the top right of the Team tab to add one or more users to your organization's license.
Remove a user from your license
Click Remove next to the user you want to remove from your license.
Removing a user doesn't delete any data, events, or the user's account. Their account simply switches to a free, limited plan, since they're no longer part of the organization that funds the full license.
Note: Don't see the Remove option? Contact your dedicated CSM to have this feature enabled for you.
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