Depending on the role a User has in a Huddle, they may have permission to add/remove participants as well as set a User’s role in a Huddle.

Who is this article for?

If you are an “Admin” in a Collaboration Huddle, “Coach” in a Coaching Huddle, or “Assessor” in an Assessment Huddle, you have the permission to manage people in a Huddle.

Steps to accomplish the task:

When managing Huddles, a User may have the ability to add/remove participants as well as set a User’s role (please see the “Who is this article for?” section above for more information). To view who is participating in the Huddle, click the Participants button at the upper right side of the Huddle page.

To add/remove participants in the Huddle, you need to edit the Huddle. There are 2 options to edit the Huddle:.

1. Click the three dot icon on the Huddle’s thumbnail, found on the Huddle Landing page or in a Folder, and choose Edit.

2. Inside the chosen Huddle, click the three dot icon in the upper right hand corner of the page and choose Edit.

To remove users from the Huddle, click the ‘X’ next to their name.

To change a User’s role in the Huddle, click on the role you wish for them to have.

To add Users to the Huddle, in the search bar type the name or email address of the person or group you wish to add to the Huddle and hit enter. Additionally, you can also invite a new User to the Huddle by clicking the New Users button. This will automatically send an email invitation to the email address entered for that User.

What’s Next:

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