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How to Use The Team Management Feature To Make Manual Edits As An Admin

In the majority of use cases, your AccessAlly Teams feature can be fully automated from start to finish. However, there may be some cases where you wish to make manual edits to the teams on your site. In these cases, you will use the Team Management feature.

This tutorial will show you how to locate and use this option.

Locate the Team Management Section

Go to AccessAlly > Teams > Manage

Here, you will see a search option that allows you to search for a user by Contact ID or email address.

Example Result for a Team Parent

If the user is a “Team Parent”, the result will show up as follows:

The first section allows you to see at a glance what team information is associated with this user. You can also manually add child accounts to this user’s team, if there are open spots available.

Existing Child Accounts

The second section allows you to manually remove child accounts from the user’s team.

Change Team Size

The third section lets you increase – or decrease – the size of the team.

Delete Team

Finally, you have the option to delete this team entirely.

Example Result for a Child Account

Updated on January 31, 2018

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