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Foundation

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  • ●Add members and set permissions (this page)
  • ○SD Main page useful features (not passed yet)
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  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
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  • ○Critical Chrome Extensions (not passed yet)
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  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
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  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ○How to use the PaT Lite training portal (not passed yet)
  • Company Structure: adding a new user
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  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
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  • How to set up your SD Map
  • LMS Feedback: learner ratings and comments
  • LMS Metrics - If you can't measure it, you can't manage it
  • Manage users
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  • SD Workflows - Multi Submit
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  • System Activity: escalations, logins, emails and more
  • System Config: company settings
  • The org chart
  • Add any Image as a Section Header Icon
  • Assigning an SD to a new parent
  • Aufgabenintegrität: Was sie ist und warum sie sinkt
  • C2E Attachments
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  • Embedding live data in an SD (graphs and spreadsheets)
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  • Share and record your screen
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  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Aufgabe erstellen
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  • Capture and Manage Accidents
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  • Convert a Note to a Task
  • Create a new SD
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
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  • How to embed Outlook onto your PaT
  • How to resize your browser to best view PaT
  • How to use the PaT Lite training portal
  • Insert links
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  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
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  • Preview, download and share files
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  • Reading an SD in another language
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  • Share Feedback
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  • Conditional Formatting
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  • Forms - Extract Data (the AI form builder)
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  • How to build modules in the Module publisher
  • How to create module comprehension audits
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  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
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  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
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  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • Wie Manager für ihre Mitarbeitenden OOF aktivieren können
  • PaT Lite: Wichtige Aspekte von PaT, die Sie verstehen sollten
  • Was ist PaT und warum ist es wichtig
  • PaT Lite: Vom Chat zur Aufgabe
  • PaT Lite: Einführung von Strategy Documents
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0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Foundation quizzes: 0 of 46 passed
  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ○Task Management System (not passed yet)
  • ○Traffic light progress (not passed yet)
  • ○Convert a Note to a Task (not passed yet)
  • ○Out Of Office: turning it on, and the calendar on your Task Wall (not passed yet)
  • ○PaT Chat Overview (not passed yet)
  • ○Group Chats (not passed yet)
  • ○Chat to task (not passed yet)
  • ○Contextual Communication (not passed yet)
  • ○Publish a Bulletin Board Post (not passed yet)
  • ○Share Feedback (not passed yet)
  • ○Activity Notifications (not passed yet)
  • ○Video calls on the mobile app (not passed yet)
  • ○Newbie PaT Intro – Chats and SDs (not passed yet)
  • ○Chat Wall (not passed yet)
  • ○SD Elements (not passed yet)
  • ○Section Headers (not passed yet)
  • ○Notes (not passed yet)
  • ○Fast Notes (not passed yet)
  • ○Insert links (not passed yet)
  • ○Upload file attachments (not passed yet)
  • ○Preview, download and share files (not passed yet)
  • ●Add members and set permissions (this page)
  • ○SD Main page useful features (not passed yet)
  • ○Create a new SD (not passed yet)
  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
  • ○SD Overview (not passed yet)
  • ○Global Search (not passed yet)
  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ○Critical Chrome Extensions (not passed yet)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ○How to use the PaT Lite training portal (not passed yet)
  1. Dokumentation
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  3. Add members and set permissions

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Add members and set permissions

Summary An SD's members list shows who belongs to the SD and their permissions. Open it with the members icon at the top left of the SD. To add a member, click Add another member, then search for…

Auf dieser Seite
  • Steps
  • Step 1
  • Step 2
  • Adding a member
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Changing a member's permission
  • Step 7
  • Step 8
  • Step 9

Summary An SD's members list shows who belongs to the SD and their permissions. Open it with the members icon at the top left of the SD. To add a member, click Add another member, then search for the person or pick them from your recent assignees: they join the SD as a Guest. Click Author to give them Author rights, or Guest to switch them back. To close the list, click out of it.

Steps

Step 1

In your SD, click the members icon (three people) at the top left, just below the SD's title and to the left of the members' photos. The Members list opens on the left of the screen.

Step 2

The list shows everyone who is a member of the SD, with their permission or role under their name, for example Owner, Author or Guest.

Adding a member

Step 3

To add another member to the SD, click Add another member, at the bottom of the list.

Step 4

A search box, start typing to search, appears at the top of the panel. To find the person, type their name in it.

Step 5

Or click them in the Recent Assignee's list, just below the search box.

Step 6

The person is added at the bottom of the members list. New members are automatically made Guests of the SD: Guest shows under their name.

Changing a member's permission

Step 7

To give a Guest Author rights, click Author, the lower of the two buttons at the right end of their row, below delete.

Step 8

Author now shows under their name, and the button changes to Guest. To switch them back to Guest, click Guest.

Step 9

To close the members list, click out of the table: anywhere on the SD to the right of the list.

Check yourself

Checking your PaT sign-in…

ZurückActivity NotificationsWeiter AI Summary: a quick summary of an SD

Auf dieser Seite

  • Steps
  • Step 1
  • Step 2
  • Adding a member
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Changing a member's permission
  • Step 7
  • Step 8
  • Step 9
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