HomeGetting StartedSetting up your teamAdding a Team Member

2.3. Adding a Team Member

As the Account Owner you may add Team Members in your agency. Team members with 'Administer Account' access may edit/update team members details.

Simply click 'Admin' on the main menu to be presented with the 'Agency Details' tab. Select 'Team Members' to see all of your team members. Account Owners will see a 'Add New Team Member' button on the top right.

To edit a Team Member just click on their profile. This will take you to the Team Member edit screen. Edit details as required and then press 'Save Details' (or press 'Cancel' to exit back to the Team Members list without saving changes.

All details in the top panel (First name, Surname, Mobile, Phone & Email) are required for all team members. A photo is optional, but strongly recommended. Where a photo is not used the 'grey avatar' will display in invitation emails and and survey thank you pages.

You may also choose to give Team Members access to the RealSatisfied system and also choose the privileges/access they may have. To give a Team Member system access, check the box 'Does this team member require system access?', a second part of the Team Member profile screen will appear.

The following details are required;

  • password : min of 6 characters (you will need to re-enter the password again to ensure it it correct). Team Members may change their passwords from their personal Dashboard when they login.
  • Welcome message: when a new Team Member is added, they are sent a welcome message with details on how to sign in to RealSatisfied. You may add a personal note to this message, and in the case of editing, resend the message with a personal note.

On the right there are 3 groups of settings for the Team Member;

Activity access : This sets the surveys that this Team Members has access to. Simply check the boxes next to the surveys you wish to provide access for or click 'select all' to check them all.

Privilege access : This sets the privileges that this Team Member has (essentially setting what they can and can't do in the system).

  • Administer Account - Can do everything except owner specific tasks. Suitable for someone that administers the system on behalf of your agency.
  • Create Invitations - Can create new invitations for any of the surveys they have access to in Activity access, this also implies that they have 'View Invitation Status'. Whether they may send invitations for just themselves or on behalf of all other other Team Members will depend on their 'Data Access'.
  • View Invitation Status - Can view the status of invitations, but cannot create new invitations. Whether they may view invitation status for just themselves or for all other Team Members will depend on their 'Data Access'.
  • View Reports – No invitation access at all, this is a reporting only access. Whether they may view reports for just themselves or for all other Team Members will depend on their 'Data Access'.

Data Access : This sets the data that this Team Member can see.

  • Their own responses only - with this selected the Team Member only has access view their own data in the system.
  • All people in this Agency - with this selected the Team Member has access to view data for all Team Members.

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