Support Center

Plans: Adding Team Members/Contributors

Last Updated: Aug 26, 2016 02:47PM EDT

Please note, this guide is for an already existing Plan or Template.
If you wish for a full guide on creating a plan template, please Click Here.

If you wish for a full guide on creating a student plan, please Click Here.

 

Step 1

On the Left Navigation, please click on "Plans".

Step 2

Note: If you are an administrator, please select your Plan Category on the Plans page first.

To edit Team Members and Contributors for an individual plan, click on the gear icon for the plan and select Add/Edit Team Members.

Card View


List View


If you wish to edit multiple plans in bulk, please first enable multi-select at the top-left of the screen, and then select your plans.

Card View


List View


Once that is done click on the edit action plans button at the top and select Add Team Members.


Card View


List View

 

Step 3

On your plan's Team Member pop-up, you will see a column of potential users that can be added or edited.
There will also be three column listing rights for Team Member, Contributor, and Limit To Do Item.
A Team Member is a user who can see all completed To-Do Items in a plan.
A Contributor is a user who has full editing rights to the templates or plans. They can complete To-Do Items, edit permissions and submit evidence for the plans.
Limit To Do Item is now a defunct feature, so please disregard it at this time.



To add a user, please locate the user's name and enter a check in the appropriate permission.
To edit the user permissions, locate the user's name, check the appropriate permission boxes, and remove the previous unecessary marks.

Step 4

Once that is done, click "OK" to save changes.

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