Managing Team Members

Edited

Inviting Team Members

  1. Navigate to the Settings page.

  2. Click on the Invite Team Members button:

  1. Enter the email address(es) you'd like to invite to your Team in Fathom. Be sure to hit Enter after each address:

  1. Click "Send Invites".

The users will now appear at the bottom of the list as Invited and will receive an email so they can get started!

Removing Team Members

  1. Navigate to the Settings page.

  2. Hover over the column of the team member that you wish to remove.

  3. Click on the “…” and then click on Remove from Team. They will be removed from your team instantly. Any shared recordings will also be removed.

Deactivating Team Members

  1. Navigate to the Settings page.

  2. Hover over the column of the team member that you wish to remove.

  3. Click on the “…” and then click on Deactivate Ex-Employee. They will be unable to log in to Fathom, but all of their recordings will still be accessible to the team.

Forcing Team Members to a Free Seat

  1. Navigate to the Settings page.

  2. Hover over the column of the team member that you wish to remove.

  3. Click on the “…” and then click on Force to Free Seat.

  4. They will be able to log in to Fathom, but their recordings will not be shared with the team.