In Altru, you can easily manage your team members and their roles within your organization. This guide will walk you through the steps to add new team members, assign roles, and edit existing team members.
Accessing Team Management
Log In to Your Account
Open your web browser and go to Altru’s website: www.altru.ai.
Click on the Log In button and enter your credentials.
Navigate to Team Management
Once logged in, navigate to the Dashboard.
Click on the Team Management icon on the left sidebar to access the team management section.
Adding Team Members
Invite Team Members
In the Team Management section, you'll see an option to Invite Team Members.
Enter the email addresses of the team members you want to invite in the provided field. You can invite multiple members by clicking the Add another link for additional fields.
Assign Roles
For each email address entered, select the appropriate role from the dropdown menu next to the email field.
Send Invites
Once you have entered the email addresses and selected the roles, click on the Send Invites button. The invited team members will receive an email with instructions to join the organization on Altru.
Editing Team Members
View Existing Team Members
In the Team Management section, you can view a list of all current team members, along with their assigned roles.
Edit Roles
To change a team member's role, click on the dropdown menu next to their name and select a new role.
Remove Team Members
To remove a team member, click on the Remove button next to their name. This will revoke their access to the organization and its reports.
Managing Permissions
Custom Permissions
Depending on your organization's needs, you may be able to set custom permissions for each role, such as access to specific reports or administrative features.
Upgrade for More Features
If your organization requires more advanced team management features, such as additional roles or more granular permissions, you may consider upgrading your Altru plan. Click on the Upgrade Now button for more information.
Finalizing Changes
Save Changes
Ensure that all changes, including role assignments and removals, are saved. Altru may automatically save changes, but it's good practice to confirm.
Notification
Team members will be notified via email of any changes to their roles or if they have been removed from the organization.
By following these steps, you can efficiently manage your team members, ensuring that everyone has the appropriate level of access and permissions within your organization on Altru. If you encounter any issues or need further assistance, please refer to Altru’s support resources or contact their support team.