Managing Team Access
- Thomas Stachowicz (Deactivated)
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. |
"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"