Manage My Team

Team Roster Overview

The information block at the top of the My Team page indicates how many Team Members are currently on file and how many are Active. Team Members in Active status are eligible to receive content. Timestamps are displayed, indicating when the last manual update and last upload occurred. An alert will be displayed if the Team Member roster has not been updated in the last 2 weeks. Buttons to add and upload Team Members are available in this section.

Filter Team Members

Click "Filter Team Members" to display available filter criteria. As filter criteria are set, the Team Member roster will update based on the chosen criteria.

The External ID and Last Name filter criteria are case-sensitive. After entering a value in these fields, hit enter to initiate the search for Team Members that meet the criteria.

To include Inactive Team Members in the Team Member roster, click the "Include Inactive Team Members" checkbox.

To reset the filter, click the icon.

Bulk Changes

The My Team page allows you to select multiple Team Members and, with one click, change key information or delete them from the roster.

Beside each Team Member is a selector icon (). Click this icon to select the Team Member (signified by the icon changing to ) and activate the Bulk Action panel. You can quickly select all/deselect all content by clicking on the selection shortcuts in the Bulk Action Panel.

To update key elements of selected items, click the "Update" button and choose an element (Status, Job, Location, or Role). A menu of choices will then be displayed. Click the choice to update all selected items. When processing is complete, a success message is displayed confirming the changes.

To delete all selected items, click the "Delete" button. A warning message will appear to confirm the Delete action. To confirm and continue, click the "Continue" button. To cancel, click the "Cancel" button.

In most instances, the requested changes are instantaneous. If more than 50 Team Members are chosen, processing may take a few moments.

Team Member Roster

The Team Member roster provides an alphabetical list of all Team Members and their information.

Included in this information is the active communication channels. An email icon () is displayed if the Team Member email channel is enabled. A text message icon () is displayed if the Team Member text message channel is enabled.

The following actions can be taken directly from the roster:

• Click the Employee ID to open that Team Member's portal. See the Team Member Portal guide for detailed instructions.

• Click to edit the Team Member's information.

• Click to delete the Team Member. A warning message will appear to confirm the Delete action. To confirm and continue, click the "Continue" button. To cancel, click the "Cancel" button.

• Click to assign view training status and assign new training to the Team Member (available if the Training Module is activated)

• Click to download the Team Roster in a .csv format.

Quick Links