Team members connected to your client
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:
- Log in as an Administrator.
- Click the Clients option in the left-hand pane.
This opens the Clients page.
- Click on the desired client; this opens the client's workflow - the one your business needs to complete for that client.
- Click the
This shows all your team members and their connection to the chosen client. An example is provided below:
To help you sort your team members, the My team section of the workflow page has the following filters:
Filter Definition 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.
Allows you to filter by the permission a user has when accessing Sitepass.
Options: Administrator, All (default).
Allows you to filter your team members by their connection status (in relation to their workflow for that client).
Options: Connected, Disconnected, Not Connected.
Search Allows you to search for a client by their name. submenu under the menu.