30th March, 2020
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. This guide will explain teams and how you can add and remove users, change permissions, and manage your team in 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.
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
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
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
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.
There are three roles associated with team accounts:
If you want to upgrade a user to the Admin role, you can do this from
Users, select the user and click the
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.
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
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.
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.
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