Introduction

From the Team tab in the left-hand navigation, clients can access a single, dedicated page where they can add, edit, deactivate, set permissions, and comprehensively manage all users on their account. There is no need to switch between tabs to manage your team.

As we review the Team tab, keep in mind that team members who don’t have Highwire account access are commonly referred to as “contacts” throughout this article. While these members don’t have access to the Highwire application, they are often important team members who have been set up by the client to receive certain emails and/or reports from the application.

Search

The first thing you’ll notice on the Team page is the search functionality. This is a simple way to find one specific team member that you’re interested in. Simply type in their name or a portion of their name and hit enter and your list view will be filtered accordingly (in fact, the search actually begins before you even hit enter). You’ll notice from the example search below that your results will include team members with your search term in either their name or email address:

Filters

Like all list views in the Highwire application, a user will have the ability to use the filter functionality to refine their list. The five primary filters on the Team page are account access, user type, company, hierarchy, and projects. If you’d like to set a filter, you simply click the dropdown arrow, 𝖵, make your specific selection(s) and click anywhere outside of the filter box. You will immediately notice that your list of contractors has been filtered to only show those team members who meet the filter criteria. You’ll also notice a Clear button appear to the right; note that the filters will remain set until you’ve hit the Clear button.

Account Access

The first dropdown allows you to filter team members by the specific access that they have in the Highwire application. Note that for users who don’t have access to the app, but are important contacts that you want to track and manage, you can simply assign them to the “No Access” category:

User Type

The next dropdown allows you to filter by user type, so you can easily parse your team member list between client and contractor users: 

Company

If you want to filter your list to see only team members associated with a specific company, simply click on the Company dropdown and select the compan(ies) you want to see:

Hierarchy

Some clients leverage Highwire’s Projects tab to create various hierarchies that break down their organization into different layers, such as regions, industries, market segments, or any other parameter that is critical to that client’s business. The next filter on the Team page allows you to filter your team members based on the specific hierarch(ies) that they are associated with:

Projects

Finally, if you want to filter your list to show team members associated with a specific project(s), simply click on the Projects dropdown and select the project(s) you want to see:

Edit an Existing Team Member

Clients are also able to edit information for their team members directly from the Team tab. You’ll see three dots at the far right of each member’s name; simply click on those dots to access the editing menu:

View Details

By clicking on View Details you will open a slideover that shows you the current information for that team member and allows you to edit either their profile information (title, address, phone number, LinkedIn, etc.) or their Highwire account information (type of user, access, hierarchy, etc.) by clicking on the corresponding Edit button:

Edit Inspection Goals

Clients who utilize Highwire Inspections will see an option for Edit Inspection Goals, which allows them to quickly update the inspection targets for that team member, including goals for the number of inspections and/or the number of findings per inspection they need to complete: 

Remove User

Finally, to remove a team member from your Highwire account (or to remove a contact from your Team list) simply select Remove User. Since removing a team member from your account is permanent, you will be prompted to confirm your action before continuing:

Turn Contacts to Users

If you have an existing team member who is identified only as a contact in Highwire - for example, someone you set up on the Projects tab who just receives reports or emails - you can easily upgrade their access to the Highwire application from the Team page.

1. To quickly see your contacts, open the Account Access dropdown and check “No Access” and your team list will be filtered to show your contacts:

2. Next, click on the three dots next to the contact that you want to upgrade and select “View Details”:

3. Once you’ve selected “View Details”, a slideover will open that shows the details of that contact and allows you to edit certain parameters, including their access to the application:

4. The access level for contacts will show as “No Access”, but you can easily change access by clicking on the dropdown and selecting the appropriate upgrade:

Add a New Team Member

From the Team tab, clients can easily add new contacts and new Highwire application users:

1. Click the Add Team Member button in the top right of your screen:

2. A slideover will open that asks for the email address of the new team member. To prevent duplicate entries, the system will check if the email already exists in Highwire and prompt you if it does:

3. If not, additional fields will open where you will enter the name, title, and phone number (optional) of the new team member. Once you’ve filled out the required fields click Next:

4. A second set of required fields will open that includes member type, job function, access, and hierarchy. Note that the default for access type is “No access”, which creates the team member as a contact only and does not give them access to the Highwire application: 

5. After hitting Save, you will get one of two messages:

Team members that were created with No Access (i.e., contacts) will not be notified that they were added to your Team page:

Team members that were created with access to the Highwire application will be sent an email from Highwire to let them know they were added to your Team page and give them instructions on how to set up their Highwire account:

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