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ISIS-SWIS User’s Manual 23

This view lists team members by name along with team role,

access level, email address, and type. Sort the list by clicking any

column header.

Add a Team Member

From the Student File Dashboard:

1� Click Team Members�

2� Click the Add icon�

3� Select the correct Person Type

from the drop-down menu�

4� Select the team member by

name from the drop-down list�

5� Type the team member’s

role on the team in the Team

Member Role ﬁeld�

Note: The Team Member Role

is speciﬁc to the relationship

or support tasks related to

the identiﬁed student. This is

not necessarily the person’s

position title.

6�

rom the Access Level drop-down menu, select the access the team

member will have to the student’s ﬁle

�

Clic

k Save to save the new team member

�

Click Save & New to save the

team member and enter another

�

a� If assigning the team member access, enter a temporary password

for the team member’s login information in the Temp Password ﬁeld�

�

Re-enter the tempor

ary password in the Conﬁrm Temp Password ﬁeld

�

Clic

k Ok�

Edit a Team Member Role or Access Level

As team member information changes, updates can be made di-

rectly within ISIS-SWIS. From the Student File Dashboard:

1� Click Team Members�

HERE’S A TIP

Access should be assigned

to team members with

speciﬁc tasks related to

entering data, generating

reports, and/or assisting

the coordinator in Student

File management� In general,

non-sta team members

should be given “No Access”

to ISIS-SWIS�

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