How To Manage Teams On HASpod

There's safety in numbers, and if you want to share your HASpod membership with extra users, the team plans were built for you! HASpod team membership plans allow you to add users to access content, share documents, and manage training results, without having to share login information or account settings.

Teams membership plans are recommended for business owners who want to provide health and safety tools, information and training to employees. You can check which training courses your team members have passed, see what health and safety talks they have completed, and share documents with your team.

This guide will explain team settings and how you can add and remove users, change permissions, and manage your team in HASpod.

Get a team plan

Before you can add users to your team on HASpod, you need a team plan. You can select a team plan when adding any of our membership plans to your account, and you can select the number of users you need. You can also upgrade your membership to a team plan at any time from Account > Billing.

Once you have a team plan, you will be able to add users to your team from your account by clicking the Team button your user dashboard, or under Account > Team.

Add a user

Now you have a team plan, you can start adding users to your team. When you add a user to your HASpod team, they will get their own login information. If the user you add does not already have a HASpod account, one will be created for them and they will get an email with instructions on how to access it. If they already have a HASpod account, they will get an email informing them they have been added to your team.

You can add team members to your team at Account > Team > Add User

Enter the user's name and email address, and press the Add User button. The user will be added to your team and emailed with instructions for getting started.

Team member roles

There are three roles associated with team accounts:

• Manager: This is the team owner and has full control over the team account, billing, services, members and settings. There can only be one team manager and the role is assigned automatically to the user who created the team.
• Admin: This is a team member with extra permissions. They can access other team members results, remove shared content, add and remove team members, and change other team members permissions. Give this role to trusted users only.
• Member: This is the default status for someone you add to your team. They have full access to the services on your team, but can't see other team members results or change settings on your team.

If you want to upgrade a user to the Admin role, you can do this from Account > Team > Users, select the user and click the Settings button.

Then, underneath Role, select 'Admin' from the select options. Then click the Save Changes button to confirm you want to add this user as a team admin. Want to remove the admin role from a user? Just go back into Settings for the user and change the role again.

There is no limit to the number of team members you can have as admin users, but you should only give this role to trusted users. Admin users can make permanent changes to your team such as adding and removing users and changing permissions for other users. Admin users can manage users and shared content, but they cannot alter your membership plan or access any billing information.

Remove a user

If someone is no longer working with you, or you just don't need them on your plan anymore, you can remove a user from your team at any time.

If you want to remove a user, you can do this from Account > Team > Users, select the user and click the Remove button. You will then need to confirm that you want to remove the user from your team. Please be sure you want to remove a user, as this action cannot be undone. Once you are sure, click the Remove User button. The user will be emailed to let them know they have been removed from the team.

While to can add a user back on to your team, you may not be able to access any records created before they were added to your team. There are limits to the number of users you can add and remove from your account per year, to comply with our terms of use.

That's the introduction to HASpod team management over. You now know how you can add and remove users, and upgrade team members to team admins. Keep an eye on the blog and support for the latest features.