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Managing the CLM Roster

How CLM User Group Leaders manager their group roster

Brittany Crow avatar
Written by Brittany Crow
Updated over a month ago

To view your group's roster, click the Roster tab in the portal, select the group, and click Go.

Adding Members

You can add new members from the Roster tab.

  1. Enter a valid email address in the field beside the Add New Member button.

    • The user must have a registered account with that email address to be added.

  2. Click Add New Member.

  3. A popup appears asking you to confirm your selections.

    • If the email address isn't associated with an active account, then an error message appears instead.

Removing Members

If you need to remove a member from the group:

  1. Select your group from the dropdown menu.

  2. Click Go.

  3. Find the member you want to remove and scroll to the right on the table.

  4. Click the X under the Options column for that member.

  5. A popup appears asking you to confirm your selection.

Exporting a Member's List

Want to export a list of your group members to a CSV file? You can from the Roster tab:

  1. Select your group from the dropdown menu.

  2. Click Go.

  3. Click Export Members—this automatically downloads a CSV file of your members list.

✏️ Quick tip: Looking for your download? It saves the file as User Group Members Export [Date downloaded]:

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