Team Management

The organisation portal has its own team management, separate from individual school instances. Organisation team members can view cross-school data and reports without needing access to each school individually.

Viewing Your Team

1. Navigate to Team Management from the main menu.
2. The team list displays all users with access to the organisation portal, including:
   • Name
   • Email address
   • Role (Admin or Viewer)
   • Status (Active or Invited)

Adding a New User

1. Navigate to Team Management.
2. Click Add User.
3. Enter the user's details:
   • Full Name
   • Email Address
4. Select a Role:
   • Admin -- Full access to all organisation portal features, including settings and team management.
   • Viewer -- Read-only access to dashboards and reports. Cannot modify settings or manage team members.
5. Click Save.

The user will receive an email invitation with instructions to create their account and log in to the organisation portal.

Updating a User's Role

1. Navigate to Team Management.
2. Click on the user's name.
3. Change the Role dropdown.
4. Click Save.

The change takes effect immediately.

Removing a User

1. Navigate to Team Management.
2. Click on the user's name.
3. Click Remove User.
4. Confirm the action.

The user will immediately lose access to the organisation portal. They will not be able to log in.

Organisation vs School Users

Organisation portal users and school-level users are managed separately:

Aspect	Organisation Portal Users	School-Level Users
Managed in	Organisation portal Team Management	Individual school's Team Management
Access to	Cross-school reports, organisation dashboard	School-specific students, evidence, reports
Roles	Admin, Viewer	Admin, Teacher, Case Manager
Can edit student data	No	Yes (within their school)

Adding someone as an organisation portal user does not grant them access to any individual school instance, and vice versa. If a person needs access to both, they must be added in both places.