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How To Add Multiple Leaders To A Team

When a new client purchases a team license, they automatically become the team leader, with the ability to add (or remove) members from the team.

However, the default team leader can also select anyone on the team to have these same management privileges, so that more than one user is able to manage the team members.

Why You Might Need More Than One Team Leader

In many scenarios, the team will function perfectly with a single parent/leader user.

However, your clients may prefer that the user who purchases the team license is not solely responsible for the day-to-day admin operations required. (Example: a company asks their HR manager to purchase the team license with the company credit card, but prefers that the CEO be the one to add and remove team members as needed. In this case, the HR manager can complete the purchase, then add the CEO to the team as an admin.)

How To Add Multiple Leaders To A Team

Step 1. Enable Feature For Team

Go to: AccessAlly > Teams > Setup.

Here, you’ll want to click into the team that you would like to enable multiple parent accounts for.

Under the Advanced tab, scroll down until you come to the Grant team management privileges to child accounts section.

Click on the box.

Step 2. Configure Button Text And Messages

Once the box has been checked (enabled), you can customize how the button text, “warning message”, and success message appears on the page.

After you have the text set up to read the way you want, please click on SAVE CHANGES.

Please check your team management page to be sure that the settings were configured and saved properly. Each user should appear with a “make admin” button option:

Updated on November 29, 2018

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