> For the complete documentation index, see [llms.txt](https://guide.mymodone.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.mymodone.com/how-do-i.../manage-my-team/maintain-team-member.md).

# Maintain Team Member

The Maintain Team Member page enables maintaining key information about a single Team Member.

### Maintain Team Member

To activate this page, click edit icon ( ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2Fe6HbD8o2ZWvg8oHmya7w%2Fpen-to-square-regular%20\(1\).svg?alt=media\&token=45be36dc-23b0-46bb-9c67-816abc1498f6)) beside a Team Member in the Team Member roster section of the My Team page.

For actions outside editing, use the three-dots menu beside the Team Member on [My Team](https://guide.mymodone.com/how-do-i.../manage-my-team). That menu includes **Microlearning Log** for all customers and, when Skill Builder is enabled, **Skill Builder** for that Team Member's assignments and log.

<figure><img src="https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FqrXHmXfKRmrywUmxGbbC%2FContact.png?alt=media&#x26;token=2c41677d-d6e7-4ece-ae36-eed66d121100" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To advance between fields, click the tab key to move to the next field or click anywhere in a desired field to activate the editor.
{% endhint %}

#### Demographics

1. Click the "Add Team Member" button in the Team Roster Overview section of the My Team page.
2. Enter the Team Member's Employee ID. This field must be unique to this Team Member. It does not need to be the actual Employee ID. For instance, in most cases, when an employee first self-enrolls, this field will be set to the employee's mobile phone number.
3. Enter the Team Member's First Name.
4. Enter the Team Member's Last Name.
5. Click the Location dropdown to choose the Team Member's Location. If the Location does not exist, click the ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FAaaTUSR3gbknr0R879vb%2Flocation-dot-solid.svg?alt=media\&token=d96a46c5-75e4-462f-9d7f-db683dfd61aa) icon to activate the Add Location dialogue. Enter the new Location Name and click ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FUseXwoOVSwHVGdxsyvwD%2Fcircle-check-regular%20\(1\).svg?alt=media\&token=0f1e5dd1-dbeb-45e5-8291-af25aa48f11c) to save or ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FQmVs8yn4tSr8MLCVcdYM%2Fcircle-xmark-regular.svg?alt=media\&token=0cc36a24-9f9b-464f-a9c0-3dffdeb6b7fc) to cancel. The new Location will automatically populate the Team Member Location field.
6. Click the Timezone dropdown to choose the Team Member's timezone. The default selection is the timezone set at the Organization level.

#### Custom Employee ID

If your organization uses the Event Subscription Service (ESS), an additional **Custom Employee ID** field appears on the Team Member record. Use it to store your own identifier for the person — the code your HR, payroll, or operations system uses — so events modONE sends can be matched to your records without a lookup table.

This is separate from the Employee ID above. modONE's Employee ID remains the required, stable identifier; the Custom Employee ID is optional and exists purely to carry your identifier alongside it.

Values are trimmed and must be unique within your organization. When left empty, the team member's `customEmployeeId` is delivered as `null`.

This field appears only for organizations with an ESS subscription. If you don't see it, your organization isn't using ESS. See [Event Subscription Service (Beta)](https://guide.mymodone.com/developer/event-subscription-service-beta).

{% hint style="info" %}
Custom Employee IDs are not part of the bulk upload. If you need to populate or update them across many team members at once, contact modONE Support and we can handle it for you.
{% endhint %}

#### Contact Information

{% hint style="info" %}
This information is read-only. To be contacted via the platform, Team Members must consent through the enrollment process or via the Team Member Portal. Email and text are separate channels, each with its own consent — the green check beside Email Notification Consent or Text Notification Consent shows that the Team Member has opted in to that channel.

This is intentional: for consent to be valid, it — and the contact details it applies to — must come from the Team Member, not the administrator, which is why these fields are locked for admins. To prompt a Team Member, share their portal link (click the "Team Member Portal link" icon beside their record); they add or update their information and consent from My Profile. See the [Team Member Portal](https://guide.mymodone.com/common-features/team-member-portal) guide for more information.
{% endhint %}

<figure><img src="https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FyCxpm0LsdIsDtd2OiqPv%2FTeamMemberLink.png?alt=media&#x26;token=56785954-fc4e-4f1e-af15-7e9f04fa4f90" alt=""><figcaption><p>Contact details are read-only; each channel shows its own consent status.</p></figcaption></figure>

{% hint style="info" %}
**Team members without a phone or email.** You can add a team member who has no mobile number or email, but they won't receive modONE notifications. Instead, they reach their Team Member Portal in Kiosk mode: from any device, go to [mymodone.com](https://mymodone.com), choose **I am a Team Member**, and enter the 3-character company code and their Employee ID. See [Self-Enrollment](https://guide.mymodone.com/how-do-i.../manage-my-team/self-enrollment) for details.
{% endhint %}

#### Role and Job

1. Click the Role dropdown and choose the Team Member's role. The choices are "Employee" and "Team Leader". When sending content to Team Members, Role is one of the fields you can use to filter the recipient list.
2. Click the Job dropdown to choose the Team Member's Job. If the Job does not exist, click the ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2Fkg0ApwVkTPGoJd9biuU0%2Fid-card-solid.svg?alt=media\&token=7020ff44-9d56-488b-891d-a1ff6ac0a1e8)icon to activate the Add Job dialogue. Enter the new Job Name and click ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FUseXwoOVSwHVGdxsyvwD%2Fcircle-check-regular%20\(1\).svg?alt=media\&token=0f1e5dd1-dbeb-45e5-8291-af25aa48f11c) to save or ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2FQmVs8yn4tSr8MLCVcdYM%2Fcircle-xmark-regular.svg?alt=media\&token=0cc36a24-9f9b-464f-a9c0-3dffdeb6b7fc) to cancel. The new Job will automatically populate the Team Member Job field.

#### Team Member Status

{% hint style="info" %}
When a Team Member is no longer part of the Organization, the Team Member status can be set to Inactive **-OR-** the Team Member can be deleted. Set the Team Member to Inactive if there is a possibility that they could rejoin the Organization in the near future or if there is a reason to maintain their information. If neither of those situations is relevant, modONE recommends deleting the Team Member.
{% endhint %}

1. Click the Status dropdown to choose the Team Member's status. The choices are "Active" (default) and "Inactive".

Team members join through your enrollment link — see [Self-Enrollment](https://guide.mymodone.com/how-do-i.../manage-my-team/self-enrollment). Rosters are not uploaded.

Click the "Save" button to save the Team Member information to the modONE database or the "Cancel" button to cancel. You will then be returned to the My Team Home page.

### Update Team Member

To activate the Maintain Team Member page in update mode, click the "edit icon ( ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2Fe6HbD8o2ZWvg8oHmya7w%2Fpen-to-square-regular%20\(1\).svg?alt=media\&token=45be36dc-23b0-46bb-9c67-816abc1498f6)) beside a Team Member in the Team Member roster section of the My Team page. The Maintain Team Member page will display, and the selected Team Member's information will be populated.

After making the desired changes, click the "Save" button to update the Team Member information to the modONE database or the "Cancel" button to cancel. You will then be returned to the My Team Home page.

In update mode, you can delete the selected Team Member by clicking ![](https://3373848439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVs9KFF5j76G7XSrhwbWT%2Fuploads%2F7nvlZVWDiiunzIJnNPcd%2Ftrash-can-solid.svg?alt=media\&token=3d5253a6-e6eb-4bd6-9f06-886d56e4fb55). A warning message will appear to confirm the Delete action. To confirm and continue, click the "Continue" button. To cancel, click the "Cancel" button.

### Common questions

**An employee left — how do I remove them?** Deactivate the record rather than deleting it. In My Team, find the person and set their status to Inactive. They stop receiving new content, but their history stays in your reports for audits. Only delete a record if you created a duplicate by mistake.

**A former employee was rehired.** Reactivate their existing record: open My Team, use the Status filter to include Inactive team members, find the person, and set them back to Active. If the record was deleted, send them the enrollment link to self-enroll again.

**"This phone number already exists."** An inactive record already uses that number. Search My Team for the number, use the Status filter to include Inactive team members, and reactivate that record instead of creating a new one. If two active records exist, remove the duplicate.

**Some team members show black icons instead of green.** The icon shows notification-consent status: green means the person has consented to that channel, black means they haven't yet. Team members can view content without consenting, so black icons are expected, not a defect. To resolve, share the team member's portal link so they can opt in from My Profile — admins can't consent on their behalf.

**Where can I see when someone enrolled?** Open the team member's record; the created (enrolled) and last-updated dates appear in the lower-left of the edit screen.


---

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