Introduction
The Members tab allows you to view all clinicians who are part of a team, along with their contact details, current duty status, and team role. This helps you quickly identify who's available, who's responsible for specific duties, and how to reach your colleagues.
Before You Start
- You must be a member of the team or an Administrator to view the Members tab
- No special setup is required
Steps
Accessing the Members Tab
- From the sidebar, click Teams to expand the accordion menu
- Select the team you want to view from the list (or click All teams and then choose a team)
- Once in the team view, click the Members tab
The Members table displays all team members with their details.
Understanding the Members Table
The table shows the following information for each member:
- Profile photo – Visual identifier for each team member
- Name – Full name with surname in bold, uppercase
- Job title and speciality – Displayed below the name (e.g., "Consultant (General Medicine)")
- Duty status – A coloured tag showing "On duty" (green) or "Off duty" (faded)
- Contact number – Bleep and mobile phone numbers (partially masked for security)
- Email address – Partially masked email (e.g., XXX****com)
- Team Role – Shows either "Member" or "Team Owner"
Note: Unverified members appear with reduced opacity (50% transparent) and display a **unverified indicator next to their role.
Searching for a Specific Member
- Click the search icon (magnifying glass) in the top toolbar
- Type the member's first or last name
- Results filter automatically as you type
The search is case-insensitive and matches partial names.
Sorting the Members List
By default, members are sorted by last name in descending order. To change the sort order:
- Click any column header (Name, Contact, Email, or Team Role)
- Click again to toggle between ascending ↑ and descending ↓ order
The active sort column displays an arrow icon indicating the current direction.
Viewing a Member's Profile
Click anywhere on a member's row to navigate to their full user profile, where you can see:
- Their dashboard (if viewing your own profile)
- Profile details and activity history
- Additional contact information
Managing Team Members
Click the three-dot menu (⋮) on the right side of any member row to access available actions. The options you see depend on your role and the member's status:
For Administrators and Team Owners:
- Promote to Team Owner – Elevate a standard member to team owner role
- Demote to Team Member – Change a team owner back to standard member
- Remove from team – Remove the member from this team entirely
- Change Cell/Mobile number – Update their mobile contact (admin only)
- Change Email – Update their email address (admin only)
- Cancel Pending Cell/Mobile Request – Cancel an in-progress mobile number change
- Cancel Email Request – Cancel an in-progress email change
For Unverified Members:
- Resend invitation – Send the invitation email or SMS again
- Cancel invitation – Remove the pending invitation
For Any Team Member:
- Take all users patients – Transfer all of this member's patients to yourself (useful when covering for colleagues)
- Set to OFF duty / Set to ON duty – Change the member's duty status (available for your own profile or if you're an admin/owner)
- Edit – Modify profile details (available for your own profile or if you're an admin)
Tips
- Check duty status before handovers – Members who are "Off duty" won't receive handover requests, so check the duty status tag before attempting to hand over patients
- Pending changes – If you see notifications like "Pending change to [number]" below contact details, it means a verification process is underway
- Quick contact access – Contact numbers are partially masked, but clicking into a member's profile reveals full details
- Team Owners – Teams can have multiple owners; the "Team Owner" tag identifies members with elevated team management permissions
- Unverified members – If a member appears faded with
**unverified, they haven't yet completed the registration process