Who can use this feature?
Global Admin Team Admin
All Team Members that have been invited to the Our People tool appear within the "People" tab. There are three types of user:
- Active - the majority of the workforce
- Pending - those that have been invited but are yet to activate their account
- Deactivated - those staff members who are no longer working in the business
STEP 1: From the navigation menu, select People.
STEP 2: When the people tab loads, all active users for all available Teams are displayed.
STEP 3: If the logged in user is a Team Admin for multiple teams or a Global user, it is possible to filter Team Members by available Teams.
STEP 4: To edit a Team Member, click the "menu" button on the right hand side of the screen and select "Edit".
STEP 5: The Edit screen allowed the Admin to edit the following user details:
- First Name
- Last Name
- Phone Number
- Team Permissions (App User vs Team Admin)
- Job Title Tags
- Skill Tags
Editing Tags: To edit a Tag associated to the Team Member, simply click on it. If the Tag appears with a pink check mark next to it, it is associated to the Team Member, if it shows nothing, it is not associated.
Editing Teams: To add a Team Member to an additional Team, begin typing the Team name into the "Create a new profile at location" search box. The Team Member will receive an invite to the new Team via the App.
Making an App User a Team Admin: All new Team Members are automatically assigned "App User" status for their new Team. If the Team Member should have Team Admin or Global Admin access, this is done by selecting either "Team Admin" or "Global Admin" form the selections at the bottom of the page seen here:
Remove Team: The Remove Team button completely removes the Team from the User. This will mean the User can no longer receive communications for Tags associated to this Team, or communicate with colleagues in the Team.
STEP 6: Clicking Save will save all the changes made.