This tutorial shows you how to set up the Team Management page so that the Leader 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 and self-registration pages:
1. Customize the “Add Team Member” Display
Go to: AccessAlly > Teams > Setup.
In the New Member tab, you can determine what the team leader will see/read when they want to add a member to their team.
When the team leader has invited the maximum number of members to the team, the message can be customized to give more direction. For example, you might add a link to allow the Leader to purchase additional licenses.
By default, the team admin’s “add” options appear like this:
2. Allow Team Members 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, check the box and fill out the help text.
Recommended: Use a Separate Registration Page
We recommend that you check the box to use a separate page for the self-registration form. (When not selected/enabled, the self-registration page will be the same as your team dashboard page.)
On the front end, the team leader will see the self-registration link on their management page, so they can easily share it with whomever they would like to invite to the team:
3. Configure Additional Input Fields
You can ask for additional information when adding a new team members. 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:
4. 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.
5. 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:
The screenshot below shows an example of what this page might look like (it will vary based on your unique setup.)
6. Add Permission Tags to Your New Team Management Page
If you’re using a separate self-registration page, you can enable the Visitors Must Login To View This Page box in the AccessAlly Permission settings.
In that same area, designate a special permission tag that will be given only to the Team Leader’s account. This might either be the Leader Tag designated in Step 3 of this tutorial, or it might be a separate tag that’s added to the Leader via a CRM Automation when the Team Leader first purchases the license.
If any team members receive the permission tag for this page, they will also be able to perform team management operations like adding or removing team user accounts.
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 Team Leader 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: