Managing Team Members in Hashio

Managing Team Members in Hashio

1. Access the Facility Detail Page 0:01

• Start by navigating to the facility detail page under the My Facility Module.

• Locate the team member section.

2. View Team Members 0:08

• Scroll down to see a list of your current team members and their roles.

• Click on a team member's name to view their details.

3. Edit Team Member Details 0:24

• In the team member details, you can: 

  • See when they joined the facility.

  • View their email address.

  • Change their role.

  • Update their access to various tabs within Hathio.

  • Remove them from the facility if necessary.

4. Invite New Team Members 0:34

• Return to the facility page and find the 'Invite Team Members' section.

• Enter the new team member's email address and select their role (e.g., 'member').

• Click 'Send Invitation'.

5. Manage Pending Invitations 0:57

• Below the invitation section, check the list of pending invitations.

• You can: 

  • Re-send invitations to those who haven't accepted yet.

  • Cancel any pending invitations if needed.

Link to Loom

https://loom.com/share/5a5777951dcf494d8e08bc2f9b1be999