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!
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.
Scroll through the items in the Basic Setup Tab below. This tab shows the Team Leader and Team Member tags used for this team.
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.
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.
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.)
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
- Full Name
- First Name
- Last Name
- Website URL
- Custom Attribute
- Custom Field
- Custom Code
- Custom Text
- All Team Member Interactions
- Add as Team Leader
- Remove Member
- Login as Member – see how here.
- Display Team Member Email-less Login Link – see how here.
- Team Interaction
- (ProgressAlly) Show quiz result
- (ProgressAlly) Progress percentage for post/page
- (ProgressAlly) Progress bar for post/page
- (ProgressAlly) Progress pie chart for post/page
- (ProgressAlly) Show Private Note
- (ProgressAlly) Interaction – certificate, reset progress
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.
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.
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.