How to Sort Team Members

Introduction

The Members tab displays all team members in a sortable table. You can organize the list by name, contact number, email, or team role to quickly find team members or review team composition by different criteria.

Before You Start

• You must be able to view the team (either as a team member, team owner, or organization administrator)
• Navigate to the specific team whose members you want to sort

Steps

To access the members table:

1. From the sidebar, select My Teams
2. Click on the team name you want to view
3. Click the Members tab at the top of the screen
4. The members table displays with a default sort by Name (A→Z)

To sort team members:

1. Click on any column header to sort by that column:

   • Name - Sorts by last name
   • Contact - Sorts by phone number
   • Email - Sorts by email address
   • Team Role - Sorts by role (Member or Team Owner)

2. An arrow icon appears next to the column name showing the sort direction:

   • ↓ Arrow down = A→Z (ascending order)
   • ↑ Arrow up = Z→A (descending order)

3. Click the same column header again to reverse the sort direction (the arrow flips)

4. Click a different column header to sort by that column instead (the previous arrow disappears)

To search while viewing sorted members:

1. On desktop, the search field appears in the top navigation bar when on the Members tab
2. On mobile, tap the search icon (🔍) to reveal the search field
3. Type any part of a member's first or last name in the field with placeholder "type the members first or last name ..."
4. The table filters in real-time to show only matching members, maintaining your current sort order

Tips

• Default sorting: The table always starts sorted by Name (A→Z) when you first open the Members tab
• Sort persistence: Your sort preference is NOT saved - if you reload the page, it resets to Name (A→Z)
• Search persistence: Your search query IS saved during your browser session, so switching between tabs preserves your search
• Combined sorting and searching: You can search and sort at the same time - the search filters members first, then the sort order is applied to the filtered results
• Quick identification: Sort by Team Role to quickly see all Team Owners grouped together versus standard Members
• Contact review: Sort by Contact or Email to review member contact information systematically

Related Features

• How to add a user to a team - Learn how to invite new members to your team
• How to search for team members - Detailed guide on using the search functionality
• How to manage team member roles - Promote members to Team Owner or demote to standard Member