How to Add and Manage Team Members in Standupify
Step-by-Step Guide to Managing Team Members
Effectively managing your team members in Standupify is key to smooth daily operations and successful project coordination. This guide will walk you through the process of viewing your team roster, adding new members, and managing existing ones.
Navigate to Your Team's Members Section
From the Standupify web application, click on the 'Teams' section in the top navigation bar. Then, select the specific team you wish to manage (e.g., 'Projectll'). Once inside the team's dashboard, click on the 'Members' tab to view the team roster.
Review Team Member Status and Bot Installation
The table displayed lists all team members. For each member, you can see their 'NAME' (including avatar, full name, and email), their 'STATUS' (either 'Active' or 'Pending invitation'), and whether the 'BOT INSTALLED' column shows a green checkmark. A 'Pending invitation' status means the member has not yet accepted their invitation, and a refresh icon may indicate an option to resend it.
Add New Team Members
To expand your team, locate and click the 'Add' button, typically found in the upper right corner of the content area. You will then be presented with options to invite new members, either by sharing a direct invitation link or by sending an email invitation to their address.
Manage Existing Team Member Details
For any existing team member, you can modify their details or roles. Find the member in the table and click the 'Edit' button located in their row. This action will open a panel or page where you can update their specific information within the team.
By following these steps, you can efficiently maintain an up-to-date and engaged team, ensuring everyone is ready to participate in Standupify's features, from daily check-ins to Jira issue synchronization.
Frequently asked questions
How can I add new members to my Standupify team?
To add new members, navigate to the 'Members' tab within your team settings and click the 'Add' button. You can then invite them via a shared link or by sending an email invitation directly from the application.
How do I manage an existing team member's details?
To modify an existing member's details, go to the 'Members' tab, locate the member in the table, and click the 'Edit' button next to their entry. This will allow you to update their information or roles.
Can I resend a pending invitation to a team member?
Yes, for members with a 'Pending invitation' status, there is typically an option (often indicated by a refresh-like icon) to resend the invitation, prompting them again to join the team.
What happens if a team member hasn't installed the Standupify bot?
If a team member hasn't installed the Standupify Google Chat bot, they will not receive automated standup prompts, check-in reminders, or other bot-driven communications. Their 'BOT INSTALLED' status will not show a green checkmark.
What are the prerequisites for adding a new team member?
Before adding a new team member, ensure you have the necessary administrative or team lead permissions within Standupify. The new member will need a Google Chat account to interact with the bot.
