Create a new Team Member

1. Open the sidebar navigation and select Team Members

Note: Admin permission is required to add a new user. If you cannot see the Team Members option, then you do not have Admin permissions.

2. Click on the '+New' button and enter the details of the new user

Note that details can be edited and updated after the user is created, so don't worry if you don't know all the information. The important fields to add are Names and Teams.

Fields:

• Upload Photo: people like to upload their own photo, which they can do after logging in. However you can also upload at this stage.
• Name (mandatory): First and Last Name
• Email: recommended if the user wants to receive email notifications. Email address can be added, changed and edited anytime.
• Status (mandatory): all new users should be created Active (default). An inactive user cannot login.
• Admin: gives the user permission to Add and edit users, delete Activities and Goals
• Checklist Admin: gives the user permission to access templates and schedule checklists
• Notifications: gives permission for the user to receive email notifications
• Add to team: TeamAssurance is team-based, so all users should belong to at least one Team to get the most value  

3. Click 'Team' and select the Teams that they are a member of

4. Click Save

The user is now created

5. Send the login credentials. 

If the Team Member has an email address, or SSO is setup, then login details will automatically be sent to them. If the user doesn't have email then copy and give the details to the user manually.

On first login the user will be prompted to select a new password (unless SSO).

For more details or to set-up your organisation contact Support (support@teamassurance.com)