How do I view individual Teams? ​

If your Edifix Organization has multiple Teams, you'll see them listed on the My Organization page, immediately below the data on your Organization:

The Teams section of the My Organization page listing all teams in the organization

The first team listed will always be your Organization, and as Organization Lead, you will be listed as its Manager. If you have Team Members who are not part of a specific Team, this is where they'll be listed.

To access information about your Organization, see here.

To access information about a specific Team, click on the team name in the far left-hand column OR click on Manage in the far right-hand column to bring up the Team Overview page:

The Team Overview page showing team members, their roles, job counts, and the most recent jobs processed

From this page, you can see

  • who's on this Team (column 1)
  • how to contact them (column 2)
  • whose access has been disabled (column 3)
  • each Team Member's role (Member or Manager) and whether any invitations are still pending (column 4)
  • how many jobs, total references, and billable references each Team Member has processed (columns 5-7)
  • when each Team Member last used Edifix (column 8)

You can also

  • view or change the Team's default editorial settings via the View Team Settings button
  • add a new Team Member to the Team via the Add Team Member button, and designate them as a Manager if appropriate
  • change any Team Member's role via the Action drop-down OR by clicking on their name and checking/unchecking the Manager box on their Team Member Details page
  • disable or enable access for any Team Member via the Action drop-down
  • view any Team Member's profile by clicking on their name to access the Team Member Details page
  • move any Team Member from this Team to another Team by clicking on their name and using the Team dropdown on the Team Member Details page
  • delete a Team Member via the Action drop-down

Warning

When you delete a Team Member, you can only reinstate them by re-inviting them as a "new" member of your Organization! You may want to consider disabling their Edifix access instead.

Last updated: 3 May 2026, 02:47:41
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