Through collaboration, we allow you to create and manage teams along with managing members of your teams (admin users only).
In order to create new teams, you need to be an Admin user. Once you are logged in to Pattyrn, in your home view, click on the "+" button that is located to the left of the "Your Teams" title. This will take you to the team creation process.
Once you are at the create team page, fill out the form to add the name of your team.
After you have successfully submitted your team name, you will be directed to the invite form to add members to your team.
In order to invite members to your team, you need to be an admin user.
Inviting members to existing team
If you are inviting members to an existing team, click on the team you would like to invite users to in the admin home view, then click the "+" button at the top right of your team navigation list on the left side of the view.
Inviting members to a new team
To make inviting users to your team easy, whether you are inviting people to a new team or existing team, the invite form is the same.
Once you have landed on the invite page for your team, you will see the following form:
Adding existing Pattyrn users to your team
If you would like to invite users who already exist in your Pattyrn company account, simply search for that user by typing their email in the "Search Company" input field at the top of the form shown above. Once you see the user in the list - click on the list item of the user to add them to the invite form.
Inviting new users to a team in Pattyrn
If you would like to invite a new user to your Pattyrn team, type their email in the "Not in your Pattyrn company?" form. You may additionally choose at this time to make the invitee an admin user for your company account. Once you have filled out the form, click the "update team" button to add them to the invite form.
Any user who has been added to the invite list can be optionally ignored by hovering over the user and clicking the "-" button. By doing this, Pattyrn will not send them an invite email.
Submitting the invite form
When your users are added to your invite list, click the "send invites" button at the bottom of the form and Pattyrn will send out invitation emails to everyone who has not been removed from the list.
In your team list, you may see a flag that a teammate is "expired" on your team as show in the image below:
This means that user "[email protected]" never confirmed his account when they were invited to the team during the 72 hour window.
You can resend an invite by pressing the "resend" arrow button located in the top right of the user list item. Likewise, you can remove the expired user from the team list by pressing the "delete" trash can button next to the resend button.
To edit your team name, click the "edit" button located next to the invite button inside the team view.
Editing your team name
Once you are on the team edit view, simply fill out the form labeled "Edit Team Name". Once you are finished, click the "update" button and you will see a success or error message depending on your submission.
Deleting your team
You may also choose to delete the team you are viewing on the same page in the "Delete Team" section. Follow the instructions in the form and click the "delete team" button. If you are successful, you will be redirected back to the admin home view.