Tier: Program
Overview
The My Team tool allows Claimers, specifically, Program Admins, to provision additional users to access your program tools, without having to go through the claiming process themselves.
With the My Team tool, you can also set your team's sharing settings, should you want to change how you share notes, goals, and additional referrals for the people they're helping.
How it Works
Once you claim your program, you will become a Claimer and have access to Program Tools. If you are the first person to claim your program, you become the Program Admin, who has access to the My Team tool, where you can provision additional users to access your program tools, without having to go through the claiming process themselves.
You can decide if additional Claimers should also be Program Admins and have access to the My Team tool, or if they should be Workers and have access to all other tools except the My Team Tool.
With the My Team tool, you can also set your team's sharing settings, should you want to change how you share notes, goals, and additional referrals for the people they're helping.
Add Users
To add Claimers to your program:
- Login to your Claimer account.
- Under the My Program Tools menu, choose My Team.
- Click Invite Team Member.
- Enter the team member's information.
- Choose which which program(s) you'd like to give them access to
- Select whether they should be an Admin or a Worker. The only difference between the two is that Program Admins have access to the My Team tool and can provision other Claimers.
- Send Invite
Edit Users
To edit a user's information or permissions:
- Under the My Program Tools menu, choose My Team.
- Search for or locate the Claimer you'd like to update and click Edit.
- Adjust the user information or permissions
- Click Update.
Deactivate Users
To deactivate a user:
- Under the My Program Tools menu, choose My Team.
- Search for or locate the Claimer you'd like to update and click Deactivate.
- Read the disclaimer and click Deactivate.
