Adding new users
To invite users into your account, select Users and Teams from the menu. This will be your go-to destination for managing users and teams. As a friendly reminder, you must be an Admin to be able to make edits in this space.
From User Management, Admins can view all users on the account and add new users using the +Add New button. For your convenience, filters for Role and Team exist on this page. Sort and Search functions are also available on this page.
Clicking into a particular person from this page opens the User’s Profile, where the User’s Name, Email, Team, and Role are visible. After making edits to this page (if your Role permits) you'll want to use the Update Details button to save any changes.
Selecting the Team Settings button will take you to the Team Settings page, where the option to update the Team name and/or Suspend exist.
Creating a New Team
Using the +New Team button will take Users through the Team Creation flow, where an Admin can set up a new Team. Users will first be asked to name the Team.
Inviting users to a new team
Once a team is created, users can then begin inviting individuals into the platform on that Team. Pressing the Invite button will send the invitations.
Manual and Batch Upload options are available here for adding users to Teams.
The default role is Admin, and you will see the radio button is already selected to Admin. That being said, Users can always select Gift Sender here if more restricted access is needed.
Roles can always be changed later. Reminder to review Roles & Permissions Breakdown to be clear on who can view and edit what in the platform.
Note: A team cannot be created without adding someone to the team first.
As a user cannot be part of multiple teams. If you are trying to create a new team and add an existing person to this new team, it's slightly complex. Reach out to your &Open team for support.
When users are invited into the platform, they will receive an email prompting them to set up their account.
Suspending Teams
Suspension of a Team is only possible if there are 0 users assigned to that team. An error message will appear when a user attempts to suspend a team while users are still assigned.
In instances where there are 0 members on a team, an Admin can proceed with suspension of the team.
Suspended Teams will appear in the Teams section and noted as Suspended. Users will see the suspension status.
Admins will be able to reactivate a previously suspended Team by clicking into the suspended Team from the Teams page and then going back into Team Settings.
The reactivate button will found in Team Settings and will activate a Team again, meaning that users will then be able to be added to the Team.
Note: Suspending a Team should be seen purely as a way to enable Admins to clean up their Teams section.
The Suspend Team button will be inaccessible to all Users unless the team has 0 Users on it. All members of a Team must first be removed from the team to all for a Team to be suspended. This should be done manually on the User profiles.
Once a Team is Suspended, a button will appear on the same page to "Reactivate Team." This is only available for admins.