Team sharing enables team members to access an organization within sync, with the level of access determined by the account's super administrator. This guide will walk you through how to navigate and utilize this feature effectively.
Step 1: Accessing the "My Account" Feature
Log in to your profile.
Navigate to "My Account". This is your starting point for managing team sharing.
Step 2: Inviting Team Members
Click on "Invite Member". This button is located at the top right of the screen.
Fill out the form. Enter the email address of the team member and assign the necessary privileges.
Submit the form. This will send an invite to the specified email address.
Post-Submission View:
Step 3: Completing the Onboarding Process (For Invited Members)
Check your email. Look for the invite details and link.
Click "Access Workspace". This will redirect you to the login screen.
Enter your credentials. Use the email address and password provided in the invite.
Select the "Sync" service. This will grant you access to the organization.
Access Confirmation:
Understanding Privileges
Members: They can invite or delete other team members and partners within the organizations to which they have access.
Partners: Have view-only access to the organizations they are invited to.
Bonus Tips
Status Update: Once a team member joins the organization, their status changes from "Pending" to "Active".
Activity Log: View recent to oldest activities by clicking on the activity log in your account.
Activity Log View:
Conclusion
The Team Sharing feature on thatapp streamlines collaboration by allowing seamless access and management of organisational resources. By following this guide, you can effortlessly invite team members, assign appropriate privileges, and ensure smooth onboarding. Understanding the different levels of access helps maintain control and security within your organisation. Utilise the bonus tips to monitor activities and keep your team updated.