> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/team-members.md). # Team Members **Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\ **Page type:** Overview\ **Status:** Draft\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-06 ## Purpose Use the **Team members** module to manage staff records, teams, and profile-builder values in Compassly. This module includes three sections: * **Team members** for staff accounts and staff profile details * **Teams** for team records * **Profile builder** for reusable profile-field values ## Before you start * You must be signed in to Compassly. * You must be able to access **Team members** from the left navigation. * Some actions depend on your role. ## How to get there 1. Sign in to Compassly. 2. In the left navigation, open **Team members**. 3. Select one of these sections: * **Team members** * **Teams** * **Profile builder** ## What you can do here Depending on your role, you can: * view active, inactive, verified, and unverified team members * add, edit, import, deactivate, activate, and delete team-member records * resend verification emails to unverified team members * create and manage teams * maintain reusable profile-builder values such as position, license type, and credentialing values ## Role differences * **Super Admin, Admin, Supervisor, Clinician, Basic:** Can view the team-member list. * **Super Admin, Admin:** Can add, import, and edit team members. * **Super Admin:** Can deactivate team members, delete unverified team members, and delete teams. * **Super Admin, Admin:** Can activate team members. * **Super Admin, Admin, Supervisor, Clinician:** Can view the teams list. * **Super Admin, Admin, Supervisor:** Can add and edit teams. * **Super Admin, Admin:** Can view, add, edit, and delete profile-builder values. ## Section guides ### Team members * [Team Members Overview](/compassly-docs/core-modules/team-members/team-members.md) * [View Team Members](/compassly-docs/core-modules/team-members/team-members/view-team-members-list.md) * [Add a New Team Member](/compassly-docs/core-modules/team-members/team-members/add-new-team-member.md) * [Edit a Team Member Profile](/compassly-docs/core-modules/team-members/team-members/edit-team-member-profile.md) * [Resend a Verification Email](/compassly-docs/core-modules/team-members/team-members/resend-verification-email.md) * [Deactivate a Team Member](/compassly-docs/core-modules/team-members/team-members/deactivate-team-member.md) * [Activate a Team Member](/compassly-docs/core-modules/team-members/team-members/activate-team-member.md) * [Delete an Unverified Team Member](/compassly-docs/core-modules/team-members/team-members/delete-unverified-team-member.md) * [Deactivate Team Members in Batch](/compassly-docs/core-modules/team-members/team-members/deactivate-team-members-in-batch.md) * [Activate Team Members in Batch](/compassly-docs/core-modules/team-members/team-members/activate-team-members-in-batch.md) * [Import Team Members](/compassly-docs/core-modules/team-members/team-members/import-team-members.md) ### Teams * [Teams Overview](/compassly-docs/core-modules/team-members/teams.md) * [View Teams](/compassly-docs/core-modules/team-members/teams/view-teams.md) * [Add a New Team](/compassly-docs/core-modules/team-members/teams/add-new-team.md) * [Edit a Team](/compassly-docs/core-modules/team-members/teams/edit-team.md) * [Delete a Team](/compassly-docs/core-modules/team-members/teams/delete-team.md) ### Profile builder * [Profile Builder Overview](/compassly-docs/core-modules/team-members/profile-builder.md) * [View the Profile Builder Library](/compassly-docs/core-modules/team-members/profile-builder/view-profile-builder-library.md) * [Add a New Profile Builder Value](/compassly-docs/core-modules/team-members/profile-builder/add-new-profile-builder-value.md) * [Edit a Profile Builder Value](/compassly-docs/core-modules/team-members/profile-builder/edit-profile-builder-value.md) * [Delete a Profile Builder Value](/compassly-docs/core-modules/team-members/profile-builder/delete-profile-builder-value.md) ## What happens next Open the task guide for the action you want to complete. --- # Agent Instructions This documentation is published with GitBook. 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