For Plan Rules, please visit the Admin Manual: Link
This aid includes step-by-step instructions on adding or updating team member information. Follow the steps below and refer to the corresponding screenshots provided in each section.
Note: Only users with Global Admin access can add other users to HOOPP Insight.
| Adding a NEW Team Member | |||
|---|---|---|---|
| After logging into HOOPP Insight you will land on the Dashboard home page. From the My Team tile, select Add Team Member. | ||
| Enter the Team Member’s first or last name and select Search. Select the Team Member from the search results. Then click on Add Selected. | ||
 | If no search results appear on screen, select Create New Team Member. | ||
| Enter the person’s First and Last Name, Business Email and Business Phone. Then click on Add Employer. NOTE: When adding a new Team Member, if you save the record prior to entering the employer you will be promted with a warning. | ||
| Enter the Employer Code that the Team Member will administer and select Search. Choose the Employer Name from the search results.
| ||
| Select the Profile (role) the Team member will be assigned from the drop-down menu. Then click Save to continue. | ||
| Select Yes to confirm the access being granted. | ||
| The new team member now appears on the My Team page. Click on the member to see a summary on the right. |
| Modifying Access for an Existing Team Member | |||
|---|---|---|---|
| After logging into HOOPP Insight you will land on the Dashboard home page. From the My Team tile, select View All. | ||
| Select the Team Member you would like to remove and click on View Team Member. | ||
| Modify the Team Member’s information (profile/role, contact type, executive type, business email or business phone).
| ||
| On the My Team listing, select the Team Member to see an updated summary on the right. |
| Removing a Team Member | |||
|---|---|---|---|
| After logging into HOOPP Insight you will land on the Dashboard home page. From the My Team tile, select View All. | ||
| Select the Team Member you would like to remove and click on View Team Member. | ||
| On the Team Member’s profile, click on the Trash Can icon. Then select Save to continue. | ||
| Select Yes to confirm the access being removed. | ||
| The Team Member has now been removed and no longer appears on the My Team listing. |
| Panel | ||||||
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"Rather Watch? Click here to view the Adding a Team Member Video" |
| Panel | ||||||||
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"Rather Watch? Click here to view the Changing a Modifying Access for an exisiting Team Member Video" |
| Panel | ||||||
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"Rather Watch? Click here to view the Removing a Team Member Video" |