The AccessAlly teams feature gives access to multi-member teams. Team leaders can add team members to a team in AccessAlly. Each team license is purchased by a team leader. Once purchased, the team leader can decide who joins their team.
If you haven’t already, go through the initial team setup using the Offerings wizard.
When a new user is added as a team member, AccessAlly automatically applies a tag. This tag indicates they are part of a team. The team ID denotes the specific team they are a part of. You can use this team member tag to trigger an automation setup and sent through your CRM. At the very least, send an email letting the new member know they’ve been added to a team and where to log in.
There are 5 ways a user can be added to a team.
ARTICLE CONTENT:
Method 1: Add individual team members
Team leaders can manually add team members with their names and email addresses.
When you initially create your team through the Offerings wizard, the team leader management page is created automatically. From this page, team leaders can manually enter their team members’ names and email addresses to join the team.
Method 2: Batch upload team members
Team leaders can upload a CSV file with team member information.
When you initially create your team through the Offerings wizard, the team leader management page is created automatically. From this page, team leaders can upload a CSV file that contains team member information. This is ideal for larger teams.
The team leader will see a sample CSV file they can download if needed. At minimum, the CSV format must read: first name – last name – email, followed by any other information or inputs.
Method 3: Self-Registration Link
With this method, the team leader can share a unique registration link. This way, team members can access the unique link and sign up themselves.
When you initially create your team through the Offerings wizard, the team leader management page is created automatically, as well as the self-registration page. From the team leader admin page, the team leader can copy their unique registration link.
When team leaders send this link to team members, they’ll land on the self-registration page where they’ll be able to register as a team member for their unique team. The unique team key will automatically populate for the team members when they click on this unique link from their team leaders.
Team leader view:
Team member view once they click on the unique link:
Method 4: Site Admin manually adds individual team member account
As the site admin, you can add users individually to team member accounts.
To add a user to a team, go to: AccessAlly > Teams > Teams > Select the team program and team you want to add members to > Click Manage Team.
Here you can manually add team members using their names and email addresses.
Method 5: Site Admin adds multiple team member accounts via CSV upload
As the site admin, you can batch import multiple members at once.
To add a user to a team, go to: AccessAlly > Teams > Teams > Select the team program and team you want to add members to > Click Manage Team.
Step 1: Prepare and upload your CSV file
- Download the blank CSV file or start from scratch. If you build your own, include columns first name, last name, and email address.
-
Upload Member List: Choose the file you just created.
Review the data, then click Finish Importing.
- Verify a Success message for each row of the import.
Your new team members have been imported.
