Managing Team Access

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. Then click on Add Selected.
	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). Then select Save.
	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.

"Rather Watch? Click here to view the Adding a Team Member Video"

"Rather Watch? Click here to view the Modifying Access for an exisiting Team Member Video"

"Rather Watch? Click here to view the Removing a Team Member Video"