For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
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Change a team member's group
Shifting a team member from one group to another in Snapdocs RON (formerly Pactima) is often necessary, especially when there are departmental changes or other adjustments within your team. This process is essential for maintaining an organized team structure and ensuring that each member is in the group that best fits their current role or department.
1. **Access Your Account Settings:** Click on the **Account** button at the top right corner of the Snapdocs RON (formerly Pactima) header.
2. **Navigate to Team Management:** On the account page, click the **Team Management** card.
3. **Go to Internal Team Management:** In the Team Management section, select the **Internal Team Management** card.
4. **Locate the Member's Current Group:** Find the group that the team member is currently a part of.
5. **Access Member Options:** Next to the member's name, click the button with **three dots** to open the dropdown menu.
6. **Select 'Change Group':** Choose **Change Group** from the dropdown menu.
7. **Choose the New Group:** In the **Assign Group** model, select the new group you want to move the team member to.
8. **Save the Changes:** Click **Save** to update the member's group assignment.
9. **Confirmation:** Verify that the team member now appears in the selected group's list within **Internal Team Management**.
Changing a team member's group in Snapdocs RON (formerly Pactima) is a straightforward process that helps keep your team structure aligned with current roles and responsibilities.
