As an Administrator, you can view which of your team members are:

  • Connected to a client. 
  • Not connected to a client. 
  • Disconnected from a client. 

You can also connect your team members to that client.

Find team members connected to your client

To find out which of your team members are connected to a client, please follow these steps:

To see the clients that one team member is connected to or disconnected from, go to their profile and view the Team Member Status For drop-down.
  1. Log in as an Administrator.
  2. Click the Clients option in the left-hand pane.  
    This opens the Clients page.


  3. Click on the desired client; this opens the client's workflow - the one your business needs to complete for that client.


  4. Click the My team submenu under the Manage menu.
    This shows all your team members and their connection to the chosen client. An example is provided below:

    Page filters

    To help you sort your team members, the My team section of the workflow page has the following filters:

    FilterDefinition
    Workflow status Allows you to filter your team members by their workflow status (in relation to their workflow for that client).  

    Options: All (default), Approved, Conditional, Declined, Incomplete, Pending, Ready, Submitted. 
    AccessAllows you to filter by the permission a user has when accessing Sitepass.

    Options: Administrator, All (default). 
    Connection statusAllows you to filter your team members by their connection status (in relation to their workflow for that client).  

    Options: Connected, Disconnected, Not Connected.
    SearchAllows you to search for a client by their name.