How to add and manage team members

MCR2030 Dashboard Guide for Local Government 

How to add/manage team members

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A. How to add team members 

 

To add member:

  • Option 1: Select ‘Add team member’ from the menu bar directory, or
  • Option 2: Select ‘Manage team members’ to go to manage staff page, then select ‘Add a new team member’

 

How to Add Team Members 1

 

1. Add your team member’s email address 

2. Assign user’s role

3. Click ‘Invite team member’

How to Add Team Members 2

 

2 types of user’s role:

 

  • Administrator - can access all dashboard functions and can add/manage team members
  • User - can access all dashboard functions but cannot add/manage team members

 

 


 

B. How to manage team members

 

To manage team members

  • Select ‘Manage team members’ from the left menu bar
  • On the Manage team page, select the staff you want to manage

 

How to Add Team Members 3

 

What can you manage?:

  1. Activate/Deactivate users
  2. Delete users
  3. Reassign Permission level

 

Tips: how do you know who already has access?

How to Add Team Members 4

 

 

1. To activate/deactivate users

How to Add Team Members 5-6

 

2. To delete users

How to Add Team Members 7

 

3. To reassign permission level

How to Add Team Members 8

 

 

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