Documentation

By default, all people that are added to your workspace are considered members (people who have interacted with your community). However, you may want to separate out anyone that is working at your company/organization (aka teammates) to keep your community stats clean.

There are a few ways to do so. We’ll go over them here.

There are two locations where you can edit a member’s profile: 1) From the table on the Members tab and 2) from a member’s profile.

After you click the edit icon from either location, you’ll see a modal pop up that you can use to edit that member’s information. At the top, there’s a toggle between Teammate and Member. Toggle the switch so that it’s facing the word “Teammate” (the word Teammate should also be bolded).

After you select Teammate, click Submit. The member profile will now have a green “Teammate” badge.

If you’d like to mark multiple people as teammates, go to the Members table and select the members you want to change.

Then, click the three dots menu, and select Edit fields from the menu.

After you select Edit fields, you’ll see a modal appear. Select the Teammate radio button under Affiliation. Click Save when you’re done.

And that’s it! You should now see all of those people marked as Teammates on the members table and in their individual profiles.