Team Management
Inviting team members, roles and statuses, web and mobile access, and assigning supporters.
By MaryGrace and 1 other2 authors11 articles
- Enable web access for several team members at onceUse Batch Actions, then Enable Web Access on the Team Members page to turn on web browser access for active supporter-type team members whose Web Access column shows False; it…
- Deactivating or deleting a team memberDeactivate from the Access tab (Status to Inactive) to end access while keeping every record; delete from the General tab only for test entries, since deletion is permanent and refused…
- Understanding supporter, team member, and administrator rolesTeam members are everyone with a staff login, supporters are team members in a supporter role assigned to specific participants, and administrators are Super Admins, General Admins, or roles that…
- Add a team member and send their invitationAdd a team member from Team Members with Add Team Member, choose their role, and leave Send Invite Email on to email an invitation that is valid for two weeks;…
- Resend a team member's invitationResend an Equip invitation from the team member's row menu on Team Members with Resend Invite or Send Invitation, or use the Send Invite batch action to send invitations to…
- Edit a team member's profile, role and settingsEdit a team member with Edit Profile & Settings on their profile; the General, Access, Authentication, Availability, Calendar, Group, Mobile and Notifications tabs hold their details, role, status and access.
- Set your office hours and away messageSet office hours from the Availability tab of your profile so Equip posts your away message when you are @mentioned in a group chat outside those hours and shows your…
- Importing Team MembersLearn how to import team members from a spreadsheet in Equip.
- Assign participants to a supporterAssign participants from the participant's Access tab, the team member's Supported Participants card, or the Assign Supporter batch action; assignments decide which participants a Designated-scope role can see.
- Understanding team member statusesActive team members can use Equip, Inactive ones accepted an invitation once but have been deactivated, Invited ones have an unaccepted invitation, and Not Invited ones were imported without an…
- Managing team membersThe Team Members page, under your profile menu, lists every team member with their role, web access, caseload and status, and is where you add, import, invite, filter and open…