Adding Team Members

Mohammed Jamal Updated by Mohammed Jamal

Team Membership determines visibility and access within the system.

Employee Type, Team Membership and Security Profiles:

  • System Users are assigned to Teams as Team Members.
  • Team Members inherit the Team's Security Profiles, and so if a user is part of multiple teams, they may have access to multiple Team Security Profiles. This works in tandem with the Change Default Team selection via their profile.
  • Team Members can only see other System Users within their Team.
  • They can only manage the records whose Responsible Team is the same as theirs, unless you are a System Administrator.
  • The Employee Type against the System User record will restrict the visibility of other records. For example:
    • A Provider System User can only assign Rostered System Users to shifts if they are in the same Team.
    • A Rostered System User in the same Team as a Provider System User cannot see the Provider System User's record due to the Employee Type restrictions.

​Default Team:

Each System User has a Default Team against their record which must be set. This automatically adds the user as a member of that team. The Default Team will:

  • be used to pre-populate the Responsible Team field when this user is creating a record.
  • block Users from removing this Team Membership via the 'Team Members' screen, so that users always belong to at least one Team.
  • can be used as a deciding factor when a single choice between multiple Team Memberships is required.

To add System Users to a Team:

  1. Open the Team record in the usual way.
  2. Select Menu > Related Items > Members or select the Members tab. The 'Team Members' page is displayed:
  1. Select the Add Multiple button on the toolbar. The 'System Users' dialog is displayed:
  1. Use the checkbox to choose the required System User/s and then select the Add Records button.
You need to add selected records before navigating to another page of records or performing a search.
  1. Select the OK button to associate the System Users to the Team.

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