Maintain Team Member

The Maintain Team Member page enables maintaining key information about a single Team Member.

Activate Maintain Team Member

To activate this page, click the "Add Team Member" button in the Team Roster Overview or the edit icon ( ) beside a Team Member in the Team Member roster section of the My Team page.

Maintain Team Member (Add Mode)

Add Team Member

To activate the Maintain Team Member page in add mode, click the "Add Team Member" button in the Team Roster Overview.

To advance between fields, click the tab key to move to the next field or click anywhere in a desired field to activate the editor.

Demographics

  1. Click the "Add Team Member" button in the Team Roster Overview section of the My Team page.

  2. Enter the Team Member's Employee ID. This field must be unique to this Team Member.

  3. Enter the Team Member's First Name.

  4. Enter the Team Member's Last Name

  5. Click the Location dropdown to choose the Team Member's Location. If the Location does not exist, click the icon to activate the Add Location dialogue. Enter the new Location Name and click to save or to cancel. The new Location will automatically populate the Team Member Location field.

  6. Click the Timezone dropdown to choose the Team Member's timezone. The default selection is the timezone set at the Organization level.

Contact Information

  1. Enter the Team Member's email address. This field is optional and must be unique.

  2. If the Team Member is to receive email from modONE, click the "Email Notification" check box. The Team Member's email address is required when Email is enabled.

  3. Enter the Team Member's mobile phone number. This field is optional and must be unique.

  4. If the Team Member has consented to receive text messages, the "Text Notification" checkbox will be checked. Note that text notifications can only be enabled/disabled by the Team Member.

Team Members can update their contact information and consent to notifications through the Team Member portal. If a Team Member updates their contact information, these fields are locked, and the modONE Administrator can no longer make changes. See the Team Member Portal guide for more information.

Role and Job

  1. Click the Role dropdown and choose the Team Member's role. The choices are "Employee" and "Team Leader". When sending content to Team Members, Role is one of the fields you can use to filter the recipient list.

  2. Click the Job dropdown to choose the Team Member's Job. If the Job does not exist, click the icon to activate the Add Job dialogue. Enter the new Job Name and click to save or to cancel. The new Job will automatically populate the Team Member Job field.

Team Member Status

When a Team Member is no longer part of the Organization, the Team Member status can be set to Inactive -OR- the Team Member can be deleted. Set the Team Member to Inactive if there is a possibility that they could rejoin the Organization in the near future or if there is a reason to maintain their information. If neither of those situations is relevant, modONE recommends deleting the Team Member.

  1. Click the Status dropdown to choose the Team Member's status. The choices are "Active" (default) and "Inactive".

  2. Click the Record Lock icon () to prevent subsequent Team Member uploads from changing this data. Locking the record is useful when the Team Member's information differs from that stored on the source system used to generate an upload file.

Click the "Save" button to save the Team Member information to the modONE database or the "Cancel" button to cancel. You will then be returned to the My Team Home page.

Update Team Member

To activate the Maintain Team Member page in update mode, click the "edit icon ( ) beside a Team Member in the Team Member roster section of the My Team page. The Maintain Team Member page will display, and the selected Team Member's information will be populated.

After making the desired changes, click the "Save" button to update the Team Member information to the modONE database or the "Cancel" button to cancel. You will then be returned to the My Team Home page.

In update mode, you can delete the selected Team Member by clicking . A warning message will appear to confirm the Delete action. To confirm and continue, click the "Continue" button. To cancel, click the "Cancel" button.

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