Team Members

In this article:

• Adding New Team Members
  • Basic Information
  • User's Organization Settings
  • Family/Important Relationships
• Setting Permissions
• User Preferences
  • Self-Leadership Policies
  • Plan Configuration
  • Messages Preferences
• Access/Security

To find the Team Member list screen, open the main menu on the left > Administration > and open Team Members.

Adding New Team Members

To add new team members, first open the main menu on the left > Administration > and open Team Members.

Here you will see a list of all your current team members. To add a new team member, click on the blue plus in the upper right.

Basic Information

Complete the user's basic contact information form. Each user needs to have at least one of the following:

• an email address, OR
• a mobile phone number, OR
• a unique user ID

User's Organization Settings

You also need to set each user's organization info.

1. Select the new user's Team Leader, if applicable
2. Set their hire date. This information is used in survey data.
3. If you are using positions to set team member plan templates, select the right position. If you do not select a position, the team member will be given a generic plan templates

4. Select the appropriate leadership level for the user. This information is also used in survey data.

   

5. If you have departments set up, select the user's current department.

6. If you are ready for this user to be active in the system, set their status to "Active." For current users who have left your organization or are no longer using LeadFirst, you can change their status to "Inactive." This will remove their access to LeadFirst.
7. For historical records, when a team member leaves your organization, set their termination date.
8. The system will automatically record when the last changes were made to the team member record.

Family/Important Relationships

This section can be filled out by the manager or team member. Here, they can record any relevant relationships for the team member so the manager can better care for them.

Interests/Hobbies

This section can be filled out by the manager or team member. Here, they can record any relevant interests of the team member so the manager can better care for them.

Setting Permissions

Permissions set the user's access level within LeadFirst and control what features they can use.

Collaborator User. For users who need limited access to the system.

Includes:

• meetings
• Plan Board
• messages
• MORs
• projects
• dashboards.

Excludes:

• plans
• quarterly check-ins
• HR sensitive information for other users
• system settings

External Coach. For LeadFirst coaches only.

Full Enrollee. For users who need full access to the features of the system but without HR or System Admin rights.

Includes:

• meetings
• Plan Board
• messages
• MORs
• projects
• dashboards.
• plans
• quarterly check-ins

Excludes:

• HR sensitive information for other users
• system settings

NOTE: Removing the Full Enrollee permission will archive the team member’s individual plan and they will no longer be able to have goals, projects and plans associated to them.

HR Administrator. For Human Resource team members who can access the entire system and make system-level changes.

Survey Administrator. Users with access to all the features, including the ability to create new users and other system-level changes. They do not, however, have access to HR sensitive material.

User Preferences

Self-Leadership Policies

For collaborator or full-enrollee users, you can decided if/when they complete a self-check-in on their MORs and projects.

Plan Configuration

For full-enrollee users, you can

• set when their plans need approved by
• when quarterly check-ins are due
• if you require professional development projects

• whether to automatically add new MORs and Projects to their plan

  (otherwise those items go to their To-Do list where they can decide to add them to their plan or not).

Messages Preferences

For all users, you can control which LeadFirst messages they are subscribed to, a whether they receive an additional notification via email or text message.