Instructions to Assign or Unassign a User

The VCP enables users to be enrolled as more than one role and to more than one team. 
The VelloHealth Super Admin controls assignments of the Local Admin and Program Assistants. 
The Local Admin and Program Assistants control assignments of the Team Leaders and Team Members. 

ASSIGN A TEAM MEMBER TO A NEW TEAM

Step 1: Open the Team Management page 

Step 2: Select the team to which you want to assign a team member 

Step 3: Open the Team Members tab

Step 4: Click the Assign User button in the top right corner

Step 5: Select the Team from the drop-down list

Step 6: Search by typing the user's name OR select the user's name from the scroll list

Step 7: Click Assign User to assign the selected user to the team 

UNASSIGN A TEAM MEMBER TO A NEW TEAM

Step 1: Open the Team Management page 

Step 2: Select the team from which you want to unassign a team member 

Step 3: Open the Team Members tab

Step 4: Click 'Unassign' to the right of the team member's name 

Step 5: Click 'Unassign' within the prompt.

Click here to watch a video tutorial.