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 contacts and users. There is no need to switch between tabs to manage your team.

For clarification, 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.

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:

-END ARTICLE-