Navigating the My Teams page
As an Administrator, you can use the My Teams' page to browse and manage your team members' accounts.
You can add team members, find team members based on their workflow status, see which team members are connected to a certain client, and show team members based on their Sitepass user role. You can also search for a team member by their name.
Add a Team Member (by invite)
To add a team member, you first need to invite them to join Sitepass (as your team member). Once they have accepted your invite and have filled out the requirements of joining, they are automatically connected to your business as a team member.
Selecting the Inviting your team members to connect article.button enables you to invite a team member to connect. For more information, please see out
Refining your results
You can use the search filter to refine the results on your page. These filters enable you to search for a team member based on:
|Roles||These are the team member roles that your business has set up under Configuration -> Roles. When a team member joins, they are assigned a role - based on what the Administrator chose when they invited the person to join as a team member.|
You can filter your team members by the role they were assigned.
You can use this option to keep track of the people who fall into a certain category, for example, you might have a process that requires you to follow up with everyone who has an Incomplete status; knowing that they need to move their status forward to be authorised to work onsite.
Options: All, Approved, Conditional, Declined, Incomplete, Pending, Ready and, Submitted.
A team member can be connected to multiple clients. You can use this option to sort by team members who are connected to a particular client.
Options: Shows a list of your clients - to appear here, your client needs to be connected to one or more of your team members.
You can refine your search so that only team members with Administration rights appear in the results.
Options: Administrator, All.
Options: Grid or List view
You can change how your results appear on the page by viewing them in Grid or List view. To do so, go to the Options button and select the type of view you require:
Grid view - navigation tips
The Grid view displays your results like this:
Clicking on the person's name takes you to their page.
As an Administrator, hovering over a profile makes three dots appear. Clicking on these dots allows you to make a person an Administrator or a Work Site Manager. You can also remove a person's Administrator or Work Site Manager permission via these dots.
There is a View Statuses/Hide Statuses link against each of your team members - an example is shown below:
Clicking on View Statuses displays a summary in the profile panel; it lists the person's workflows and the status of those workflows.
Clicking on the name of the business takes you to Employee Overview page for that team member, with that business pre-selected as the client.
Clicking Hide Statuses take you back to that profile view.
Both panels of the team member's profile show you how many workflows are associated with that team member. For example, the image above shows that Jim Jones has 3 workflows.
List view - navigation tips
The List view displays your results like this:
There is a Columns drop-down that lets you select which columns appear in your list. The Columns drop-down is next to the Options drop-down. The columns that are ticked on appear in your list. An example of the Columns drop-down options is provided below:
Clicking on the person's name takes you to their page.
The Work Sites column shows the number of work site connections the person has for each of the businesses they are linked to. If a person has work site connections, you can click their Work Site results and a panel will open for that person. The panel shows the name and address of all relevant work sites linked to that person for that business.
Reset all filters
The Reset all filters option allows you to remove all filters from the page, which takes you back to the unfiltered results.
You can set the search filters to return certain results. You can then save that set of filters under one search option.
To save the search, please follow these steps:
- Choose a workflow status from the Workflow status drop-down - perform this step if you would like to specify a status in your search. You can choose more than one Workflow status.
- Choose a client from the Clients drop-down - perform this step if you would like to specify a client in your search. You can choose more than one client.
- Choose a work role from the Work role drop-down - perform this step if you would like to refine your results to return Administrators only. By default, the Work role option is All, which means that you only need to specify an option here if you only want Administrators returned.
- Click on Save search.
- The Type field defaults to Employees - you cannot edit this field.
However, you can choose a name for your search. To do so, enter a name in the Search title field. This is a mandatory step.
- Save your search by selecting the Save button.
Your saved search now appears in the My searches drop-down.
You can access your saved team member searches in the My Searches drop-down list.
To bring up the results for a saved search, got to the My searches drop-down and select the required search.
You can remove a search from the list or rename a search by going to the My searches drop-down and selecting the Manage searches option; this opens the Manage saved searches panel.
From here, you can delete an option by clicking the Remove button.
A Delete search warning appears, select the Yes, proceed! button to delete the search.
RENAME: To rename a search, click in the name field and start typing. Clicking out of the field saves your changes.