All Team Members that have been invited to the OurPeople tool appear within the "People" section. There are three types of users:
- 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 with the Team Member, simply click on it. If the Tag appears with a pink check mark next to it, it is associated with 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 "Add a profile" 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" from 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 with this Team or communicate with colleagues in the Team.
STEP 6: Clicking Save will save all the changes made.