Introduction
From the Team tab in the left-hand navigation, clients can access a single, dedicated page to add, edit, deactivate, set permissions, and comprehensively manage all users on their account.
As we review the Team tab, keep in mind that team members set to “No 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 specific team members. Type their name or a portion of it, and your list view will be filtered accordingly. 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, users can use the filter functionality to refine their lists. 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, click the dropdown arrow, make your specific selection(s), and click anywhere outside of the filter box. Your list of contractors will be updated to show only those team members who meet the filter criteria. You’ll also notice a “Clear” button to the right; note that the filters will remain set until you click it.
Account Access
The first dropdown lets you filter team members by the specific access they have within the Highwire application.
*Please note: For users who do not have access to the app, but are important contacts 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,” making it easy to organize 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, click on the “Company” dropdown and select the companies you want to see:
Projects
If you want to filter your list to show team members associated with specific projects, simply click on the “Projects” dropdown and select the project(s) you want to see:
Hierarchy
Some clients leverage Highwire’s Projects tab to create hierarchies that break down their organization into layers, such as regions, industries, market segments, or other parameters critical to their business.
The last filter on the Team page, “Hierarchy,” allows you to filter your team members based on the specific hierarchies that they are associated with:
Edit an Existing Team Member
Clients can also edit their team members' information directly from the Team tab. You’ll see three dots at the far right of each member’s name; 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 (user type, access, hierarchy, etc.) by clicking on the corresponding Edit button:
Remove User
To remove a team member from the account, 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 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.” 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
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 user type, job function, access level, 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 login access to Highwire:
5. After hitting “Save”, you will receive one of two messages:
Team members created with “No Access” (i.e., contacts) will not be notified that they were added to your Team page:
Team members who were created with access to the Highwire application will receive an email from Highwire notifying them that they were added to your Team page. They will also be given instructions on how to set up their Highwire account:
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