Team Members Overview

Team Members are users that have access to the Click Boarding Admin Portal. Depending on the user's access level, these users may complete forms, add new employees, or manage the configuration of the platform. 

To navigate to the Team Members page:

1. Select the Company menu item (building icon in left menu)
2. Select Team Members

Access Levels

Access Levels control what a team member can do in the Admin Portal. Team Members can have a default access level such as, Full or Limited, or a custom access level. To learn more about default access levels please reference this article: Default Access Levels. For more information about Custom Access Levels please reference this article: Access Levels Overview

Locations

Locations control which employees a Team Member can view. A Team Member can only view employees who have had a process flow assigned with a location that the Team Member has access to. For example, if a Team Member called John Smith only had access to the Atlanta location, he could not see employees in the Philadelphia location. A Team Member can have access to one-to-many locations.

Team Member List

The Team Member List uses the familiar grid design that is present throughout the platform. Users can filter and sort by:

1. Name – The name of the Team Member
   1. Sorting- Text
   2. Filtering – Text using Contains
2. Username - The Team Member's unique username
   1. Sorting – Text
   2. Filtering – Text using Contains
3. Email - The email address associated to the Team Member
   1. Sorting – Text
   2. Filtering – Text using Contains
4. SSO Identifier - The identifier used to denote the Team Member when logging in via SSO
   1. Sorting – Text
   2. Filtering – Text using Contains
5. Source System Identifier - A client defined identifier for the Team Member
   1. Sorting – Text
   2. Filtering – Text using Contains
6. Access Level - The Team Member's access level
   1. Sorting – Text
   2. Filtering – Picklist
7. Locations - The locations the Team Member has been assigned to
   1. Sorting – Text
   2. Filtering – Picklist
8. Location Groups - The location groups the team member has been assigned to
   1. Sorting – Text
   2. Filtering – Picklist
9. Status - The status of the Team Member
   1. Sorting – Text
   2. Filtering – Picklist

By default, the Team Member List is sorted alphabetically by last name.