This guide will take you through adding new team members, assigning roles and permissions. If you’re looking for instructions on how to log in, please refer to this article.

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Accessing the team management page and inviting a team member


1. First, you'll need to log into the application manager. View this guide for help with this. 

2. Once logged into application manager, click on "Team" in the navigation menu. 

3. You'll see a list of all your added team members and their roles already on the platform. 

4. To add a new team member, click 'Invite New User'.



Entering the new team member's details


After clicking "Invite new user", a form will appear on the right-hand side of the screen. Follow these steps to enter the team member's information:


1: Complete mandatory fields

The following fields are required:

  • • Email: Enter the team member's email address.
  • • First name: Input the team member's first name.
  • • Last name: Enter the team member's last name.

2: Assign a role(s)

Select one or more roles based on the team member's needs:

  • • Admin: Full access to application manager (except for support worker's client manager).
  • • Support Worker: Can apply on behalf of clients.
  • • Reporting: View reporting dashboards.
  • • Caseworker: Review submitted applications.
  • • Developer: Manage API keys and webhooks.

Note: You can select multiple roles if required. For information on each role and its permissions, please click here.

 

4. Assign to a team (optional): 

If you have predefined teams set up, you can also assign the new team member to a team. For more information on teams and how they work, please click here.


5: Complete

When you're finished, click "Submit". An email will be sent to the team member inviting them to join the platform and set up their account. The email will come from [email protected].


Key note

The invitation email has an expiry. If it expires, the team member will receive a notification advising them of this when attempting to use the link, along with further instructions to log in.


How to delete a team member

To restrict access to a team member, simply remove all their assigned roles. Team members without any roles will no longer be able to log into the portal. 


1. Locate the team member:

  • Navigate to the Team section in the left-hand menu.

  • Ensure the All Users tab is selected at the top.

  • Find the team member in the list and click the Edit button next to their name.


Tip: Use the search bar to quickly locate a specific team member by name or email.



  1. 2. Remove assigned roles:

    • In the Edit user screen, scroll down to the Roles section.

    • Untick all the checkboxes for the roles currently assigned to the team member. 


      • 3. Save changes:

    • Click the Submit button to confirm the changes.


  2. 4. Verify access removal:

    • When clicking submit, you will return to the Team view.


    • Check the Roles column for the team member you updated. If it is empty, the team member no longer has access to the portal. 








What's next?

Click on the below links to view the following articles: 



Need further assistance?

If you have any questions or encounter any difficulties, please don't hesitate to contact us at [email protected]