Getting Started: Setting up the Management Team for conversations

Getting Started: Setting up the Management Team for conversations

Alert
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 AdminHR AdminArea Manager, or Branch Manager. Note that the management team is branch-specific, and must be set up separately for each branch. 
  1. In the top right, go to  > System Settings
  2. Click on the Parents tab in the sidebar. 
  3. Click the  icon to edit the members of the Management Team.
  4. The name of the group is locked to editing, but you can change the name of the Group Description by clicking on that field.
  5. Click on the Employees field to bring up a list of users, grouped by their role.
  6. 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. 
  7. Click Update to save your changes. 

    • Related Articles

    • End of the Getting Started guide

      Congratulations on reaching the end of Step 5, and the end of the Getting Started guide! You are now an eyworks expert however if you still have questions, our support team are always happy to answer them.
    • Getting Started: Adding staff

      You add staff in much the same way you add children. For staff, the fields that we recommend filling out at minimum to get started are: First Name, Last Name, Date of Birth, and Primary Email. Importing staff data As with children, the eyworks team ...
    • Getting Started: Adding children

      When adding a child, you will be prompted to fill out some of the child’s details. Though you should include as much information as you can, at minimum we recommend filling out these fields to get started: First Name, Last Name, Legal Gender, Date of ...
    • Getting Started: Creating an account

      When you signed up with eyworks, you will have received two emails from. One of them is the Welcome Email, which will help you find out where you can go to learn more about using the system. The other is the Activation Email, which includes a link to ...
    • Getting Started: Creating rooms/groups

      Before you can start adding children and staff, you need to create the rooms that they’ll inhabit. Rooms/Groups represent the physical rooms you have in a nursery. eylog-only customers have slightly different and more limited options compared to ...