Add people to teams
To add a new team member, go to the Teams & People page and select "Edit members" from the menu on the corresponding team.
From the Members page, select "Add members" and choose to add new team members.
When you add a team member, they'll get a notification email that explains Steady and invites them to sign in.
Roles & Permissions
By default, new team members are added as a "Contributor", meaning they do not have access to Account or Team Settings. You can modify user roles in Team Settings and choose to disable check-ins for specific people.
Add a Team Lead
To add a Team Lead, go to the Teams & People page, select "Team Settings" from the menu on the corresponding team, and then select Members in the left-hand menu.
In the drop-down menu to the right of the member, change "Contributor" to "Team lead."
Team Leads can:
- Update team settings
- Update team visibility
- Add/remove users to a team
- Designate other users as Team Leads
Team Leads cannot:
- Delete a user
- Access account settings
- Deactivate or reactivate a team
- Deactivate themselves
- Remove themselves as Team Leads
- Log in if they are deactivated from the teams they are on
Turn off check-ins for a team member
Administrators and Team Leads can designate which team members are asked to provide check-ins. Users who are part of the team but disabled from providing check-ins will get a daily check-in summary from the team but will not be prompted to check in, and they won’t show up in the team summary or affect the check-in completion rate.
To modify which team members provide check-ins, go to the Teams & People page, select "Team Settings" from the menu on the corresponding team, and then select "Check-ins" from the left-hand menu.
Under the "Collect check-ins from..." section, use the toggles next to the team members to enable or disable check-ins for them.