Managing Team Members

Learn how to add, manage, and organize members in your organization account.

Organization Dashboard

As an organization administrator, you have access to powerful member management tools from your dashboard. Access these by logging in and navigating to the Organization section.

Adding Members

There are three ways to add members to your organization:

1. Individual Invitations

1. Click "Add Member" on your dashboard
2. Enter the person's first name, last name, and email
3. Select their gender and age
4. Click "Send Invitation"
5. They'll receive an email with a link to join

2. Bulk Import (Recommended for Large Teams)

Upload CSV or Excel files to add multiple members at once. See our Bulk Import guide for detailed instructions.

3. Share Organization Link

Generate a unique join link for your organization that team members can use to self-register.

Viewing Members

From your dashboard, you can see:

• All active members in your organization
• Pending invitations that haven't been accepted yet
• Member details (name, email, join date)
• Participation status in conversation groups

Managing Invitations

Navigate to the "Manage Invitations" page to:

• View Statistics: See total invitations, acceptance rates, and average response times
• Resend Invitations: Send reminder emails for pending invitations
• Cancel Invitations: Remove invitations that are no longer needed
• Track Status: Filter by pending, accepted, or expired invitations

Editing Member Information

To update a member's information:

1. Find the member in your dashboard
2. Click the "Edit" button next to their name
3. Update their details as needed
4. Save your changes

Members can also update their own profile information from their account settings.

Removing Members

To remove a member from your organization:

1. Locate the member in your dashboard
2. Click the "Remove" or "Deactivate" button
3. Confirm the removal
4. The member will be notified via email

Organizing by Teams or Departments

You can organize members into teams or departments to:

• Create department-specific conversation groups
• Run cross-functional matching programs
• Track participation by team
• Set team-specific preferences and schedules

Member Permissions

Set different permission levels for your team:

• Admin: Full access to manage members, settings, and billing
• Manager: Can invite and manage members but not access billing
• Member: Standard participant with access to their own profile and groups

Best Practices

• Regularly review and clean up your member list
• Send personalized invitation messages for better acceptance rates
• Track invitation statistics to improve your onboarding process
• Organize members by department or team from the start
• Set up multiple admins to distribute management responsibilities
• Communicate clearly about Chorvia's purpose to new members

Troubleshooting

Member Didn't Receive Invitation

• Check that the email address is correct
• Ask them to check their spam folder
• Use the "Resend Invitation" button
• Contact support if issues persist

Can't Remove a Member

Make sure you have admin permissions. If you're an admin and still can't remove someone, contact support.