Adding, Editing, or Archiving Team Members in Senior Sign
To manage your team members in Senior Sign, follow these steps:
Walk-through Video:
Step-by-Step:
With images
With images
Written out
Written out
To manage your team members in Senior Sign, follow these steps:
Select Community
Choose the appropriate community from the dropdown menu at the top of your dashboard.Add a New Team Member
Navigate to the left-hand menu and click on the settings icon. Then, select the "Team" tab to view all current team members who have access to the community.Invite a New Member
To add a new team member, click the grey plus icon on the right-hand side. You will be prompted to enter the community manager’s contact information, including their first and last name and email address.Set Permissions
After entering the contact information, choose the appropriate permissions for the new team member. You will need to select which care types they should have access to and whether they should have the ability to sign agreements on behalf of the community. You can either select individual care types or use the "Select All" option.Send Invitation
Once the information and permissions are set, click "Invite" to send an invitation to the new team member to create their account.Status Updates
After sending the invitation, return to the user list. The new community manager's status will display as "Pending" until they have completed their account setup.Edit or Archive Team Members
After adding a team member, you can make changes by clicking the three-dot menu on the right side of their name. From here, you can:Edit their contact information or permissions
Request a password reset (this will send a password reset email)
Resend the email invitation if they did not receive it
Archive the team member if they no longer require access or are leaving the company
If you have any questions, feel free to reach out or register for our daily office hours using the link at the bottom of this help article.
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