Module: Settings
Page: Security
New Compliance + Recruiting customers
If you are a new Compliance + Recruiting customer, Teamworks Support will import your full user list. This can be provided in spreadsheet format (.xls/.csv) and sent to your Account Manager or our Support Team at support@teamworks.com
Required Information Fields:
Name (First & Last)
Title
Sport (if applicable)
University Email Address
Optional Information Fields:
Mobile Phone Number
Work Phone Number
Employee ID Number
Existing Customers:
If you are simply updating your user directory and adding a single user ad hoc, you can do so within the Settings module.
Click on the Security page
You will be on the tab for Users
Click on the Add User button at the top, right. You will be guided through a 3 Step setup
Step 1
Enter the User's Basic Information. Note:the email address will become the username unless the Department is setup for Single Sign-On through the university.
If your institution also utilizes Teamworks Hub, you can select whether you wish to add the user to Teamworks Hub. If you add the user to Teamworks Hub, you will need to select a Team and User Type for the user.
Step 2
Add Access & Process Roles. These define a user's access to information in Compliance + Recruiting and their access to workflow forms.
For more information about how Access Roles & Process Roles, view Security Permissions and Using Process Roles
Helpful Hint: You can optionally select to emulate an existing active or non-active user in Compliance + Recruiting. This will copy all of their Access and Process Roles to the new user, as well as add that new user to staff groups the selected user was a member of.
Step 3
Confirm User's Details
