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How To Customize Your Team Setup in AccessAlly

In this article you’ll customize the team program settings which are displayed on the Leader Administration Dashboard. The settings created here allow the Leader to add, remove, promote Members, track progress and more!

Article 1: Team Center Offering
Article 2: Leader Content
Article 3: Member Content
Article 4: You are here!
Article 5: Add Team Members


In this article we’ll cover customize the team display so the Team Leader sees everything you’d like for them to see on the Team Leader Administration Dashboard page.

Basic Setup

Scroll through the items in the Basic Setup Tab below. This tab shows the Team Leader and Team Member tags used for this team.

Welcome

Scroll through the items you’ll find in the Welcome tab below.

The items created here give access to the Team Center Offering and/or Additional Offerings for the Team Leader and Team Members.

New Member

Scroll through the options below to customize allow Site Admins and Team Leaders to add, remove, or allow Team Members to Self-Register to your Team.

Display

Under the Display tab, you select the items you would displayed for the Team Leader on their administration dashboard page. This is where you’ll add options that are shown to the Team Leader about their Team Members (like Progress or Certificates.)

Team Display in AccessAlly | KB AccessAlly

If you select the checkbox for “Display team members in accordion style”, Team Leaders will see all Team Members at a quick glance, and to see the details for that member they can click to expand each section.

Available Team Display Options

Available Team Display Options
  1. Full Name
  2. First Name
  3. Last Name
  4. Email
  5. Bio
  6. Website URL
  7. Custom Attribute
  8. Custom Field
  9. Custom Code
  10. Custom Text
  11. All Team Member Interactions
  12. Add as Team Leader
  13. Remove Member
  14. Login as Member – see how here.
  15. Display Team Member Email-less Login Link – see how here.
  16. Team Interaction
  17. (ProgressAlly) Show quiz result
  18. (ProgressAlly) Progress percentage for post/page
  19. (ProgressAlly) Progress bar for post/page
  20. (ProgressAlly) Progress pie chart for post/page
  21. (ProgressAlly) Show Private Note
  22. (ProgressAlly) Interaction – certificate, reset progress

Interactions

You can add custom operation buttons to trigger interactions from the Team Leader to a selected Team Member, All Team Members, or even have a Team Member interact with a Team Leader.

See this article to find out more about Interactions.

Advanced

In the advanced tab you can select if a Team Leader is able to remove team members or promote Team Members by granting team admin rights.

Advanced Team Features in AccessAlly | KB AccessAlly

Next Steps

How to add Leaders & Members

This article covers the items shown on the Team Leader Administration Dashboard. Now it’s time to see how Team Members are added to the Team.

How to add Team Members to a Team

Updated on February 8, 2024

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