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Creating Team Leader Interactions

In this article we’ll explore team leader interactions. Team leader interactions allow a site admin to create rich experiences for a team leader to use with team members. Team leader interactions are optional and cover a wide range of possibilities.

Skill Level: Advanced

Below you’ll find popular examples of team leader interactions and how to use them. If you have questions about your unique use case for a team interaction join our next Tune Up call or contact us for support.

What is a team leader interaction?

A team leader interaction is a way for a team leader to engage with one or more team members by allowing the team leader to click a button on the team leader administration dashboard that then…

  • Applies a tag
  • Runs a custom operation

Examples of team leader interactions.

Team leader interactions can affect all team members at one time or they can be based on each specific team member making them very flexible for a variety of advanced use cases.

1. Unlock an Offering

This option is helpful if a team leader has purchased access to multiple offerings for their team members, but would like to choose when team members start each unique offering.

The front end view of the team leader interaction is shown below.

Unlock Offering Interaction

How to create this interaction

Step 1: Create the Interaction

Go to AccessAlly > Teams > Programs > Open team dropdown > Interactions tab > Create New Interaction.

When setting this operation up remember the operation type can be set to interact with individual team member or interact with all team members.

Team Leader Unlock Offering Example

Step 2: Add Interactions to the Team Leader Display

Add team member interactions to your team leader display.

Go to AccessAlly > Teams > Programs > Open team dropdown > Display Tab if All Team Member Interactions are not in the display… add this option now.

Optional: Add a custom text section to the display and add some text noting what this section of the administration dashboard is for. This is helpful for the team leader navigating this page of your site.

Team Member Interactions Display Tab

2. Award a team member with points.

If a team member has been going above and beyond, it’s nice to be able to hand out bonus points. Click here to see how.

3. Have a team member “Graduate” from one grade or membership level to another

In teacher-student scenarios, a leader might want to control the release of course material for the team students, perhaps releasing consecutive grade materials by semester, or individually after the student submits the appropriate homework.

How to create this interaction

Step 1: Create the Custom Operations

Go to AccessAlly > Settings > Custom Operations > + New Operation

Using a custom operation allows you to add tags each grade/level and remove tags for grades/levels that are not being used by this team member.

You’ll create one custom operation for each grade or membership level.

Grade 9 Example Custom Operation

Step 2: Create the Team Leader Interaction

Go to AccessAlly > Teams > Programs > Open team dropdown > Interactions tab > Create New Interaction

When setting this interaction up the operation type can be set to interact with individual team member or interact with all team members.

Team Leader Promote to 9th Grade

Step 3: Add Interactions to the Team Leader Display

Verify that your team leader display is showing all team member interactions. You only need to add this one time no matter how many team interactions you create.

Go to AccessAlly > Teams > Programs > Open team dropdown > Display Tab

Team Member Interactions Display TabTeam Member Interactions Display Tab

4. Review Team Leader Administration Dashboard Page

Once you have set up your team leader interactions they are be visible on your team leader administration page.

In order to see team leader interactions you must view from a team leader account that is connected to the CRM system.

*Site admins that are not designated as a team leader are not able to see team leader interactions.

Frequently Asked Questions

Can I show/hide team interaction buttons to make the admin page cleaner?

Q: I have a large number of team interactions and I want to show/hide them to prevent so many buttons from showing, can I?

A: Yes, you can use conditionals to nest your each team interaction around a series of statements like:

  • When a user has a tag – show/hide this interaction
  • When a user does not have this tag – show/hide this interaction

Please visit this Knowledge Base article to find out more.

Updated on September 27, 2022

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