Tutorial: Manage Members

This tutorial covers how to manage members and teams within your organization.

Prerequisites: You must be an admin of an organization.

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Viewing members

1. Open your organization.
2. Click the Members tab.

You'll see everyone in the organization with their role. Admins and coordinators can open this tab; only admins can change anything in it.

Adding a member

1. In the Members tab, click Add member.
2. Enter the email address of the person. They must already have a Zelo account.
3. Select a role: Admin or Coordinator.
4. Click Add member. They join right away.

If no account uses that email, or the person is already a member, the dialog tells you and stays open. There are no email invitations yet.

Changing a member's role

1. Find the member in the list.
2. Pick the new role in the Role dropdown next to their name.

Role	What changes
Admin	Full control — can add/remove members, change roles, manage the organization
Coordinator	Can create and manage events: registrations, teams, shifts and timesheets

Promoting someone to Admin gives them full control over the organization, including the ability to remove other admins.

The organization's only admin can't be demoted: the dropdown is disabled until there is a second admin.

Removing a member

1. Find the member in the Members tab.
2. Click Remove next to their name and confirm.

The member loses access to the organization immediately and gets a notification. You can't remove yourself, and the only admin can't be removed.

Creating teams

Teams help you organize volunteers within an event.

1. Open an event.
2. Go to the Teams tab.
3. Click New team and give it a name.
4. Add registered volunteers to the team by selecting them from the registrations list.