How to view my team members
All team manager functionalities are included in the cardholder web app. You can view all members assigned to your team(s) by navigating to the "Teams" page in the cardholder app. If you are assigned as a manager for multiple teams, you can switch between teams by clicking on the team name in the upper left corner of the "Teams" page.
You can manage the settings for your team members by clicking on a specific member and clicking on the edit menu in the upper right corner of the member detail screen. You can edit member details, reset the phone number, and terminate all members with a cardholder role. The actions you can take with respect to owners and admins are more limited.
In this page you can also invite new members to one of your teams by clicking the "Invite member" button in the upper right corner. To invite a new member, follow these steps:
Click on the "Invite member" button in the "Teams" page.
If the member already has a Pliant account, select the member's name from the "Members" drop-down list, click "Add to team" and click "Save".
If the member does not have an account yet, start typing the member's name in the "Members" search field and click "Invite member".
Choose which of your teams to assign the member to. You can select more than one team. Note that members you invite will always need to be assigned to one or more of the teams you are a manager for.
Enter the member’s title, first name, last name, and email address.
Click "Send invite".
How to view my team members' cards
As a team manager you can only see and manage the cards belonging to your team members that have been assigned to one of your teams. You can view these cards by clicking on a team member in the "Teams" page and then clicking on a specific card displayed in the member details screen.
