In this guide we’ll help you to manage Team Members for an Organisation.
Role Permissions
| Owner | Member | Guest |
Organisation Profile | Edit | View | View |
Assets | Create/ Edit | Create/ Edit | View |
Test Suites | Create/ Edit | Create/ Edit | View |
Element Groups | Create/ Edit | Create/ Edit | View |
Inspections | Create/ Edit | Create/ Edit | View |
Report Blocks | Create/ Edit | Create/ Edit | View |
Reports | Create/ Edit | Create/ Edit | View |
Team Members | Edit | Edit* | View |
*An Organisation Member can only manage Organisation Guests.
Manage Team Members for an Organisation using the Web Application
Instructions
Add a Team Member
Login to the Web Application
Click on your name or profile photo in the top left corner of the screen
Select Organisation from the drop down menu
Select the Team tab
Click the + Add Team Member button
Add a first name
Add a last name
Add an email address
Select a Role
Click the Invite button
The invited Team Member will receive an email with further instructions and they'll be added as a Pending Team Member.
If the Pending Team Member accepts your invitation we'll help them Join Raytd (if they haven't already) and get started.
If the Pending Team Member ignores your invitation we'll remove them from your Team list after 14 days.
Resend an invitation to an invited Team Member
Login to the Web Application
Click on your name or profile photo in the top left corner of the screen
Select Organisation from the drop down menu
Select the Team tab
Click on the [...] button on the Pending team member
Select Resend Invite from the drop down menu
The invited Team Member will receive a reminder email.
If the invited Team Member accepts your invitation we'll help them Join Raytd (if they haven't already) and get started.
If the invited Team Member ignores your invitation we'll remove them from your Team list after 14 days.
Change a Team Member's Role
Login to the Web Application
Click on your name or profile photo in the top left corner of the screen
Select Organisation from the drop down menu
Select the Team tab
Click on the [...] button on the Pending team member
Select "Change to ..."
The Team Member's role will be changed.
Remove a Team Member
Login to the Web Application
Click on your name or profile photo in the top left corner of the screen
Select Organisation from the drop down menu
Select the Team tab
Click on the [...] button on the Pending team member
Select Remove from the drop down menu
The Team Member will be removed from your Organisation immediately.
Manage Team Members for an Organisation using the Mobile Inspection Application
Instructions
Add a Team Member
Login to the Mobile Inspection Application
Select Profile on the main navigation panel
Click the + Add button on the Team list
Add a first name
Add a last name
Add an email address
Select a Role
Click the Send Invitation button
The invited Team Member will receive an email with further instructions and they'll be added as a Pending Team Member.
If the Pending Team Member accepts your invitation we'll help them Join Raytd (if they haven't already) and get started.
If the Pending Team Member ignores your invitation we'll remove them from your Team list after 14 days.
Resend an invitation to an invited Team Member
Login to the Mobile Inspection Application
Select Profile on the main navigation panel
Click on the Pending button to the right of the Team Member's name
Select Resend Invite
The invited Team Member will receive a reminder email.
If the invited Team Member accepts your invitation we'll help them Join Raytd (if they haven't already) and get started.
If the invited Team Member ignores your invitation we'll remove them from your Team list after 14 days.
Change a Team Member's Role
Login to the Mobile Inspection Application
Select Profile on the main navigation panel
Click on the role button to the right of the Team Member's name
Select a new role
The Team Member's role will be changed.
Remove a Team Member
Login to the Mobile Inspection Application
Select Profile on the main navigation panel
Click on the role button to the right of the Team Member's name
Select Remove
The Team Member will be removed from your Organisation immediately.