Guide for Team Leaders

A guide for Team Leaders - Initial Set-Up Process and for approving team members.

Introduction

As a Team Leader you will manage members in your team. You will receive an email from the Project Controller (PC) confirming your access to ActivityExchange.

Accessing Your Project

Select Team tile on top left, and select 'Project Selection'.

Project Selection

Select 'Menu' icon and 'Request Access' option.

Request Access Menu

Enter the code provided by the Project Controller and "Submit".

Submit Access Code
info

Once access is provided 'Refresh' your screen by selecting the 'Menu' icon. If you don't have access please notify your PC. Ensure you are signed in as the Team Leader before progressing.

Team Leaders Initial Set-Up Process

Once you have access to your team and have logged in you will be able to Configure your team. Select the 'Team' from menu tab and select 'Cogs Wheel' icon which will take you to the 'Configure' window'.

Configure Team

Select 'Team Members' tab. In the top part of the screen, a 8-digit code is displayed. Advise your selected Team Members (TM) of this code as they will need it when accessing AE via their mobile device.

Team Members Code

Approving Team Member Access

An 'Access Request Notification' email will be sent to your nominated e-mail account when a TM has requested access. If your TM request is not visible on the screen, select 'Refresh' in the 'Configure Team' window and continue with your approval process.

As your TM request access to your project their name will appear on the Team Members tab with the narration 'Request Pending' against their name. Highlight the team member you want to approve and select 'Edit'. The 'Edit Users Relationship' window will allow you confirm the TM status and role. Select 'Submit' when you have completed your selection.

Edit User Relationship

Roles

The following table describes the permissions associated with each role:

Role View Activities Create & Edit Activities Assign Activities Create & Export Reports Team Configuration
Team Viewer All No No Yes No
Team Member Assigned Only Yes No Yes No
Team Leader All Yes Yes Yes No
Team Administrator All Yes Yes Yes Yes