Administrators now have the ability to assign Teams for new users and existing users from the Staff Page or the User Administration Page.
- You can read more on using Roles here: Using Roles
- You can read more on using Teams here: Using Teams
Click the Add Staff/Add User to bring up the user addition pop-up window:
- Input Name, Username, Email Address, and phone number details
- Make sure to check the "Send welcome email with password and login instructions" box so new users receive their Welcome to InCheck emails.
.
Once the above two steps are followed, you can begin to associate users to their respective properties via Role or Team association. Select the appropriate Role and/or Team to ensure your users are receiving the (SOP) workflow tasks associated with their property.
As you begin to assign roles, our interface will recognize and suggest existing Teams associated with this property and suggest Teams to associate this new or existing user to:
Update Existing Users Role and Team Assignments
You can adjust existing users and their role and team assignments by clicking an existing user's name: