How to manage team members on the Compliance Dashboard
Staying compliant is easier with a team. Having additional users attached to your different sites makes sense. Bigger teams mean multiple points of contact. More help, more support, more eyes. Through Dsposal’s Compliance Dashboard you can invite, edit, and remove team members.
About Adding Team Members
Adding team members is a simple task. But there are a couple of things to know:
- Only Global Admins and Admins can add team members.
- A user can only be assigned to one organisation. If the user is currently connected to another organisation, they won’t be able to be allocated to yours.
- If the user isn't already registered on Dsposal then you can invite them.
Invite a Team Member
To add a team member:
- Expand the Team area on the navigation bar
- Choose Invitations
- Click the Invite user button
- Fill in the short form (see details on Roles below)
- Press invite
An email will be sent to the user’s mailbox, and they can follow the instructions to join your team.
Remove a Team Member
Within the Team Members area, you can remove a user by clicking the down arrow next to the view button and choosing Remove. You will be asked to confirm this before the user is removed.
Edit an Existing Team Member
Within the Team Members area, you can edit information about a user by clicking the down arrow next to the view button and choosing Edit. You can change their:
- First Name
- Last Name
- Role
Defining Roles in the Compliance Dashboard
The different roles within the Compliance Dashboard gives a Team Member different access rights to edit or view the information. The types of role are detailed below
Global Admin
Global Admins have permission to perform all actions on:
- The Organisation
- All Sites
- Users
- Documents
Admin
Admins have permission to perform all actions on:
- The sites they are assigned to
- Users
- Documents
They can view information on the Organisation
User
Admins have permission to view all information on:
- The Organisation
- Users
- Documents
