How to Add or Remove a Team Member from an Organization?

Last updated on May 7, 2024

With CookieYes, you can add or delete team members at the Organization level, assigning Admin or Editor permissions as needed. Our Team Member Permissions documentation outlines the different access levels when inviting new team members. Adding team members and modifying their permissions comes at no extra cost.

To add a new team member to an organization, follow the below steps:

Step 1:From the CookieYes Dashboard, navigate to the Profile icon in the top-right corner and click Team from the drop-down.

Step 2:Click the + Invite new user button

Step 3:In the modal, choose the Organization from the dropdown where the member will be invited. Step 4:Enter the Email address, choose the Role of the team member. And click the Invite user button.

Once you send the invite, CookieYes will list the new team member on your Organization’s team member list with the status Pending until they accept the invitation email.

How to Resend a Member Invite

If your team member does not receive the invite in their inbox, follow the below steps:

Step 1:From the CookieYes Dashboard, navigate to the Profile icon in the top-right corner and click Team from the drop-down.

Step 2:Find the relevant team member, then click on the three dot menu and select Resend invite from the dropdown.

Step 3:In the modal, click the Resend button.

How to Delete a Team Member from an Organization

To delete a team member from an organization, follow the below steps:

Step 1:From the CookieYes Dashboard, navigate to the Profile icon in the top-right corner and click Team from the drop-down.

Step 2:Find the relevant team member, then click on the three dot menu and select Remove user from the dropdown.

Step 3:In the modal, click the Remove button.