Promoting Team Members

You can promote any Team Member to Team Leader.

1. On the Settings screen, click Manage Team.
2. On the Manage Team screen, click the pencil icon next to the profile you want to edit.
3. At the bottom of the screen, click Promote, and then confirm your action.

   

Demoting Team Leaders

If a Team Leader has never had any reporting Team Members, a Demote button is available near the bottom of the edit profile screen for that Team Leader's profile. This might happen, for example, if you accidentally created a Team Leader when you meant to create a Team Member.

If the Team Leader has reporting Team Members, and those Team Members have already received feedback, the Demote button is not available. This ensures that historical data is not lost. In this case, complete the following steps to deactivate the Team Leader's profile and then create a new Team Member profile for that user. Because the user's email address or employee ID is used as a unique identifier, you must change that data in the Team Leader profile so it can be used in the user's new Team Member profile.

1. On the Settings screen, click Manage Team.
2. On the Manage Team screen, click the red deactivate icon next to the profile you want to edit to deactivate that profile.

   As part of the deactivation process you must reassign reporting Team Members to new Team Leaders. For more information, see Deactivate and reactivate user profiles.

3. Navigate back to the Manage Team screen, and turn on the Show deactivated field.
4. Find the Team Leader you want to demote, and then click the green pencil icon in that user's row to open the profile for editing.
5. Change the Team Leader's unique identifier (Email address or Employee ID) to a value not used at your company, and then save the profile.

   For example, you might change the Email address to name+deactivated@yourdomain.com, or change the Employee ID to 1234+deactivated.

6. Create a new Team Member profile for the user, as described in Profiles.

After completing this procedure:

• The user receives a new welcome email, and must set a new password.
• Past requests and customer feedback are associated with the old, deactivated Team Leader profile, and do not appear for the new Team Member profile. That data is still accessible by other Team Leaders and Admins by filtering the dashboard to view the deactivated profile.
• The deactivated Team Leader profile is still visible on the Manage Team screen when the Show Deactivated field is on, and on the Stream when filtering.