Creating the Team

Last updated on Jan 25, 2022

Organization Team Members

Use the Team cards to add the core group of people that you interact with on a regular basis. The cards provide you quick access to the individual's particulars such as:

  • Name
  • Title
  • Role
  • Phone
  • Email
  • Status Active/Last Active
  • Primary Campus

Other Team Actions:

From the Quick Access Bar , several actions can be taken:

  • Use the  Selection icon to select one or more team members.
  • Use the  Add Location icon to assign the selected team member(s) to a campus.
  • Use the  Assign Role icon to assign a role to the selected team member(s).
  • Use the  Remove icon to remove the selected team member(s). 

Note

Available team member roles include: Administrator, Power User and Standard User.

  • Administrators can manage team members and access all settings and features.
  • Power Users can configure settings and operate most product features.
  • Standard Users can access most product features.