Dashboard: Team Functionality

edited August 27 in How to use

Team Dashboard Overview

Build a network of trusted members! You can invite co-workers, vendors and customers to your team.

  1. Team Provisioning
    1. Team Display
      1. List  of each team member including
  1. Name
  2. Login date
  3. Contact
  4. Role
  5. Status
  6. Session count
  7.  ID
  1. Team Nav
    1. Export
    2. Fields
    3. Format
    4. Refresh
    5. Order
  1. Section Nav
    1. Sort by role
    2. Add single user
    3. Import list


Creating New User

  1. Form
    1. Select Role
      1. Admin
  1. Receives Dashboard login information
  1. Other roles
    1. Receive confirmation email to join
  2. Telephone optional


Import List of Users

  1. Form
    1. Drop CSV of select file
  2. Template
    1. Download template
      1. Format for correct import


Team Member Profile

  1. Profile Form
    1. Profile Image
      1. Modal Form
    2. Forgot Password?
      1. Reset Email sent to user
    3. Update
      1. Model confirms for password update
    4. Disable
      1. Modal Prompt
      2. De-provisions team member for Team messages
  2. Activity Panel
    1. Shows all data encryption activity for this user


Invitation Confirmation Email

  1. Team invitation
    1. Received by users after being added to a team
    2. User’s team actions are tracked after they click confirm
    3. User’s may join many teams


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