This tutorial shows you how to set up the Team Management page so that the “parent” user can add or remove members of the team as needed.
If you haven’t yet, please set up your first Team by following this tutorial: How to Set Up Teams Inside AccessAlly.
Follow these steps to set up your team management page:
Step 1: Set Up The Backend Options For Your Team Management Page
The first step in setting up your Team Management Page takes you through the “Advanced” tab inside AccessAlly > Teams > Setup.
Click into the team you’d like to configure the management page for, then navigate to the Advanced tab. The settings will appear like the screenshot below:
1.1 – Configure Text for Adding a New Team Member
Here, you can customize the text that appears on the “add child account” button, as well as the warning message that appears when a new team member is about to be added.
When the team Parent user has invited the maximum number of Child users to the team, the message can be customized to give more direction. For example, you might add a link to allow the Parent user to purchase additional licenses.
On the front end, the text looks like this:
1.2 – Allow “Child” Accounts to Self-Register
It is possible for a team leader to invite users to the team via a custom self-registration link.
By default, this feature is not enabled. To enable, simply check the box and fill out the help text.
On the front end, the self-registration link will look like this:
1.3 – Configure Additional Input Fields
You can ask for additional information when adding a new team child. In the example below, the user is asked to identify which department they are a part of.
Step 2: Customize What Information Is Collected and Displayed for Team Members
Under the Display tab, you can determine what information appears alongside each team member by adding additional elements and reorder them using drag and drop.
Available customization options include:
Step 3: Team Interactions
Under the Interactions tab, you can set up unique buttons that trigger interactions between team members and the team leader:
Once you choose the interaction, you’ll then assign a tag (already created in your CRM). This tag can then trigger whatever more complex automation you would like.
Step 4: Add the Team Management Shortcode To Your WordPress Page
Now, create a new page inside your membership site to be used as the Team Management page.
Then, with the AccessAlly shortcode adder, select the “Team Management” Shortcode. If you have multiple teams created, select the one you’re creating this management page for via the dropdown.
The shortcode will appear similar to this on the page:
Step 5: Add Permission Tags to Your New Team Management Page
Scroll down in the page edit mode to find the AccessAlly permission settings for this page. Check the box “Visitors Must Login To View This Page” to reveal additional tagging options.
Here, you’ll want to designate a special permission tag that will be given only to the Team Parent user account. This might either be the Parent Tag designated in Step 3 of this tutorial, or it might be a separate tag that’s added to the Parent User via a CRM Automation when the Team Parent first purchases the license.
If any child users receive the permission tag for this page, they will also be able to perform team management operations like adding or removing child accounts.
Step 5: Test New Team Management Page
At this point, it’s time to test out the new team management page:
- Create a test user by running through the order form process you have in place to create your teams, so that they have their own “team” info and the required parent tags. Please do this with a new email that does not already exist in your system.
When your order form process and tags are configured properly, the page should appear similar to this for your test user: