Team Management

Notice: This page is only available to the "account administrator". The account adminsterator is the person who setup the organization and is managing the subscription to PsychWriterPro.

The Team Management Page is a feature designed to help you manage the users in your organization. Here, you can add and remove team members, as well as view information about their account status. Each team member you add will automatically increase the number of user licenses you have, which will be charged based on the number of team members you have each month.

Each team member you add will automatically increase the number of user licenses you have, which will be charged based on the number of team members you have each month. You can view the number of user licenses you have, as well as your current billing status, in the "Billing" tab under your profile.

Viewing Team Members

To view the list of team members, click on Team Management page on the right hand menu. The list is displayed in alphabetical order and shows the name, email address, and account status for each team member. The account status will indicate whether a team member has accepted the invitation or not.

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Adding Team Members

To add a new team member, go to the Team Management page and enter in the name and email address of the team member you want to add. Once you have entered the required details, click on the "Add & Send Invite Email" button to send an invitation email to the new team member. The team member you added will receive instructions to their email address on how to join PsychWriterPro as a team member with a new account.

Deleting Team Members

To delete a team member, locate the team member's name in the list and click on the "Delete" button next to their name. A confirmation message will appear, asking you to confirm the deletion. Once you have confirmed the deletion, the team member's account will be permanently removed from the system. In addition, the license account for your organization will be decreased and you will not be charged for that license from that point on.

Transferring Organzation Ownership

Warning: It is important to note that once ownership is transferred, you will no longer have access to the organization's billing and subscription information. Therefore, it is important to ensure that the team member you are transferring ownership to is trustworthy and responsible.

As the account administrator, you have the ability to transfer ownership of the organization to another team member. This can be useful if you are leaving the organization or if you want to delegate responsibility for managing the billing and subscription status to another team member.

To transfer ownership, follow these steps:

  1. Navigate to the Team Management page and select the team member that you want to transfer ownership to.
  2. Click on the Make Owner button, which can be found by clicking on the icon in the "actions" column
  3. A pop-up window will appear, asking you to confirm that you want to transfer ownership. Click "Yes" to proceed with the transfer.
  4. Once the transfer is complete, the team member you transferred ownership to will become the new account administrator. They will be responsible for managing the organization's billing and subscription status.



Updated 08 Oct 2024
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