Opt-In Teams (Users may join a team)

Opt-In Teams (Users may join a team)

In the Users & Teams section, you can add an opt-in team and/or convert a team to opt-in.  

  1. Definition of an Opt-in Team:  A team that any user may join from the Profile section of the app.  By default an admin must assign a user to a team (with the except of the Checked-in team at an event).  However, if the Admin creates a team with the opt-in setting enabled, users can join the team.  

  2. Steps to allow users to opt-in to a team: 

    • from the Admin Portal, go to the Users and Teams section. 

    • If the team already exists, go to the Manage Teams section and select the edit action button for the team.  If you are creating a new team, select the "Add Team" on the Menu. 

    • From either the Edit Team screen or the Add Team screen, you can change the "Opt-in Team" setting to "User can Opt-in OR Admin can Assign."  Save your change. 

  1. Why don't I see the Opt-in team setting on the Edit Team page?  There are some teams for which opt-in isn't permitted. 

    • For example, the Admin team or in an event context the Exhibitor, Sponsor, or Speaker teams.   These teams all receive special permissions and users must be assigned to these teams by the administrator.

  2. How does the User Join a Team?  From the App, navigate to the Profile > My Teams screen will now allow the user to select Elective Teams to join. 

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