Invite your team

Team is the people who sign in and help run your organization. It is separate from People, which is the families you serve. Only the owner and admins can manage the team.

Steps

1. Go to Team.
2. Type their Email.
3. Pick an access card, like Admin, PTA volunteer, or Viewer. Each card says what they see and what they cannot see.
4. Click Send invite. They get an email with a link to sign in or make an account.

Change or remove someone

• To change access, pick a new role from the drop down on their card and click Save. A preset replaces what they can reach now.
• To fine tune a helper, use Function, Level, and Add on their card. Click Remove next to any access line to take it away.
• Click Deactivate to remove someone. They lose access right away. You can click Reactivate later.
• Invited but not joined yet? Click Revoke invite.

Good to know

• The Free plan includes 2 organizers. Pending invites count. Deactivating someone frees a seat. Community and up have unlimited organizers.
• Invite emails do not use credits.
• Some role cards only show when your plan has the tools they are for. Nurse needs the front office tool, for example.
• A helper who opens Team sees only Your access, a read only list of what they can use.