How to Edit Team Member Roles and Check-in Participation
Standupify empowers team managers to precisely control individual team member settings, ensuring everyone receives relevant notifications and engages in appropriate team workflows. This guide will walk you through the process of editing a team member's role and managing their participation in various check-ins like Daily standups, Retrospectives, and Day Off requests.
Steps to Edit Team Member Settings
- Navigate to the 'Teams' section using the top navigation bar.
- Select the specific team (e.g., 'Projectli') from the list.
- Click on the 'Members' tab to view all members of that team.
- Locate the desired team member in the list and click the 'Edit' button next to their name.
- In the 'Edit team user' modal dialog:
- Under the 'Access' section, use the dropdown menu (currently showing 'Manager') to select the desired role for the user within this team.
- Under the 'LIST OF PARTICIPATING CHECK-INS:', toggle the switches next to each check-in type ('Day Off', 'Retrospective', 'Daily', 'test') to enable or disable their participation for this member.
- Click the 'Save' button to apply your changes, or 'Cancel' to exit without saving.
By following these steps, you can effectively manage each team member's access and check-in assignments, streamlining team communication and ensuring focused workflow engagement.
Frequently asked questions
How do I change a team member's role in Standupify?
Navigate to the 'Teams' section, select the team, go to the 'Members' tab, click 'Edit' next to the member's name, and use the 'Access' dropdown in the modal to select a new role.
How can I control which check-ins a specific team member participates in?
After opening the 'Edit team user' modal, locate the 'LIST OF PARTICIPATING CHECK-INS:' section and toggle the switches next to each check-in type (e.g., Daily, Retrospective) to enable or disable participation.
Can I disable Daily standups for a particular team member?
Yes, within the 'Edit team user' modal, you can toggle off the 'Daily' check-in switch for that specific team member to disable their participation.
Where do I manage leave management participation for team members in a specific team?
In the 'Edit team user' modal, under 'LIST OF PARTICIPATING CHECK-INS:', use the toggle switch next to 'Day Off' to manage their participation in leave management.
How do I update a team member's permissions?
Permissions are updated by changing the user's role within the 'Access' section of the 'Edit team user' modal, and by configuring their participation in specific check-ins.
