Release Date 3 September
This release updates the Manage Members functionality to align better with the New Schoox Experience.
Consolidating Menu Items
This update merges three previous menu items into one, allowing more to be accomplished in one area.
Add Team Members and Merge Team Members are now found within Manage Team Members (Academy Workspace > Academy Admin > Organization). The change in functionality will be reviewed later in this article.
Manage Team Members
As stated above, the Manage Team Members page has been updated to more closely align with the New Experience design language.
Under the tabs for the various types of team members, you'll find filters, a search bar, and sorting options to make it easier to find a specific individual.
Filtering options include organizational entity, roles, academy join date and how they were entered into the academy, hiring date, and birth date.
Selecting an individual's name reveals the organizational entities to which they are associated, and quick access to their profile.
Within an individual's row, you can do the following by selecting the associated icon:
Edit the individual's details
Review their progress with reports
Proxy in as the individual (when able) to view their account as they would (private information withheld)
Deactivate the individual (historical data is never deleted, and you can activate them later if needed)
Selecting the more menu also provides options for editing their jobs, and adding them to Units and Above Units
Selecting the checkboxes next to one or more individuals reveals the options to add or remove all selected to or from above units or units, deactivate all selected, or merge the selected individuals into one account.
To deactivate several team members at once, there is also the option to download the deactivation template. After adding the appropriate information, you can then upload it to complete the process.
Adding Team Members
To manually add team members, select the + Add button.
In the fields provided, enter the needed information. errors and mandatory fields will appear highlighted in red.
Save when finished.
After saving, you can edit, copy or delete each row.
If an individual has more than one job, for example, copy a saved row, then make changes to and save the new row. The multiple rows will be merged into one account.
When finished, submit the saved rows.
at the top of the page, you are also able to download an spreadsheet to fill out offline, if desired. Upload the completed spreadsheet to import those individuals.
Related Articles
Adding Members to Your Academy
Understanding Your Academy's Organizational Structure