Getting Started: Setting up the Management Team for conversations
Not applicable to eylog-only customers.
Later on, in Step 4, you'll learn how to invite parents to the system, giving them access to the eyparent app. Through this app, parents are able to use the Conversations direct messaging feature to contact any employee who has been added to the Management Team.
The Management Team is simply the name of the group of employees who are able to receive messages from parents. Unlike parents, any employee with access to the web system is able to initiate a conversation with a parent regardless of whether they are on the management team.
As part of your initial set-up, we will help you add the users you want to the team. Later on, you may want to make changes yourself, which you can do if you are a Company Admin, HR Admin, Area Manager, or Branch Manager. You have a choice between letting parents message team members individually, or only allowing them to message the management team as a collective. Note that the management team is branch-specific, and must be set up separately for each branch.
- In the top right, go to
> System Settings.
- Click on the Parents tab in the sidebar.
- Click the
icon to edit the members of the Management Team.
- The name of the group is locked to editing, but you can change the name of the Group Description by clicking on that field.
- Click on the Employees field to bring up a list of users, grouped by their role.
- Check the box next to an employee to select them individually, or select every user within a role by checking the box next to that role.
- When you've selected the team, consider whether to allow parents to message team members individually. If so, check the box next to Allow parents to start a conversation with individuals. If this option is not selected, parents will only be able to start group conversations with the whole management team.
- Click Update to save your changes.