Access to resources within Centercode, whether surveys or software downloads, feedback or forums, is controlled by the combination of Teams and Roles. In order to provide the right level of access, you may need to adjust user teams multiple times throughout a project. Given this fact, there are many different ways to adjust and control a user's team assignment, from the account's creation to triggered automation, to on-the-fly corrections. This article will cover the various methods of initiating and adjusting a user account's team assignment.

Using Onboarding

Onboarding is the first line of assigning users to teams. It's through these resources (Community and Project scope, respectively) that user accounts start their voyage into your Customer Validation program. As the first line of assignment, all subsequent Surveys, Notices, etc. hinge on where the user is placed. Check out our available self-help resources describing Onboarding here.

Using Automation and User Management Actions

As a common practice after an application process, where users are screened based on their Qualification Survey responses, managers often turn to automated team adjustments to fine-tune their end-users' access to various resources. This is typically done in two ways: via User Management Actions or automated Notice Macros.

Check out this video for details on adjusting users' teams.

Via User Management

Click Here to view a video of the process designed to accompany the steps listed below:

  1. Perform the usual User Management search using appropriate Filters and Views
    Skip to Step 4 if you know the results of your Filter and want to apply the adjustment to all results
  2. Perform Action to show your list of results
  3. Select the users whose teams you want to adjust
  4. In the Action drop-down menu, select "Add Users to Team" and Go / Perform Action
  5. To add to an existing team, select the team from the drop-down menu;
    To create a new team on-the-fly, select the "Add to New Team" option and enter the appropriate details;
    To add the users to a team while simultaneously removing them from all their other teams, select the Remove Users From Previous Teams check box
  6. Click Submit to confirm

Via Automated Notice Macro

This process is a bit more complex and requires that you've configured a Macro which properly adjusts the users' teams. To create the Project Macro to accomplish your goals (adjust team, email the user, notify the manager, any combination there-of), first check out this article. To set the Notice Macro into the Project Notice Chain, probably following your Application Survey, read through this article. Be sure to test the process before going live with it.

Using the User Summary for Ad-Hoc Team Adjustments

If you know precisely which users whose teams you need to adjust, accessing their User Summaries directly is the easiest and most straight-forward method.

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Homepage:

  1. Type some identifying information into the Knowledge Base Search Bar
    This could include all or part of their name, email address, or Username
  2. Wait for the QuickSearch to populate a short list of results
  3. Click the name of the user whose team you want to adjust
    This will take you to their User Summary
  4. Select the Teams tab.
  5. Check on or off the user's teams as appropriate
    Note that you will need to expand the Team Types to avoid adding the user to all teams of that type
  6. Click Update Teams to confirm

Notes

  • In order to properly select the individual teams for assignment, you'll need to expand the Team Types by clicking on the link text. (Ex: The Applicants team type houses the New Applicants, Rejected Applicants, and Accepted Applicants teams - all teams of the Applicants Team Type.)
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