Collaborating on SingleKey just got easier. You can create multiple teams for different buildings or brokerages within the same company or add another company to your account. You can assign admin roles within teams and manage teammates’ access. All users will have their own log-ins, and reports can be shared seamlessly between team members.
This article will show you how to:
1. Create a new team for your account
2. Invite teammates to your team
3. How to switch between teams in your account
How to Create a New Team:
Step 1: Please navigate to “Account Settings” once you log in to your account.
Step 2: Select the option “Team” on the left pane.
Step 3: To add a new team, please click on the button “Add new team”.
Step 4: Customize the name of the team and choose the associated business from the dropdown menu. Then click create once completed.
How to Invite a New Teammate:
Step 1: On the Teams page in your account settings, select the team you want to add the new member to.
Step 2: Click the “+Member” button in the right corner.
Step 3: Enter the team member’s name and email ID, and select the team role.
Admins will have access to see the team’s reports and manage the team and billing information.
Members will be defaulted to only viewing their own reports which can be updated in the next step.
Click on “Create.” An email notification will be sent to them to create an account to join the team.
Step 4: Edit the permissions for team members by toggling on/off the “All Access” button.
If on, the team member will be able to view other member’s reports.
If off, the team member can only see the reports that are run by them.
How to Switch Between Teams:
Once logged in, click your profile avatar in the top right to access the dropdown menu and click the side arrow. The highlighted team is the one you are currently in.
To switch, simply click the other team name. When you order a report, whatever team that is highlighted is the team the report will be under.