Team Access

How to use the Team Access feature in the Staff Portal.

Team Access (formerly User Management) allows you to manage who has access to your organization's information and what they can do.

Accessing the Feature

1. Log in to the Staff Portal.
2. Select the Team Access section in the menu on the left.

Inviting New Team Members

1. In the Team Access section, click on "Invite New User."
2. Enter the email address, name, and job title of the person you want to invite.
3. On the next page, select the role(s) you want to assign to the new member.
4. Click "Send Invitation."
5. The newly invited user will receive an email with further instructions on how to login.

Assigning Roles

You can assign roles to team members at two levels:

• Organization Level: Roles assigned at the organization level grant permissions across the entire organization.
• Location Level: Roles assigned at the location level grant permissions specific to that location.

Managing Team Members

1. In the Team Access section, select "Manage" to view each team member's profile.
2. To change the roles assigned to a team member, select "Manage roles" in the upper right corner.
3. View already assigned roles by selecting the organization or location section(s).
4. Remove assigned roles by selecting "Remove" next to the role after expanding a section.
5. Select "Add role" to assign new roles to an existing location or across the organization, or "Add new location" to assign roles at a new location.

Removing Access

1. Find the team member whose access you want to remove.
2. Click on "Remove Access" in the upper right corner.
3. Confirm the removal.

Viewing Roles and Permissions

1. In the Team Access menu, click on "Roles."
2. A list of available roles will be displayed.
3. Click "View" on a role to see the specific permissions assigned to it.
4. The role details will also indicate if it can be assigned at the organization level, location level, or both.