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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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  • ○How to embed Outlook onto your PaT (not passed yet)
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  • ○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)
  • Company Structure: adding a new user
  • Company Structure: customer companies
  • Company Structure: departments, job titles and roles
  • Company Structure: modules for a site or a country
  • Company Structure: process categories
  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
  • How to edit an existing Bulletin Board Post
  • 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
  • Pacing recertifications and escalations
  • PaT Business Unit Template Overview
  • SD Workflows - Multi Submit
  • SD Workflows - Workflow Settings
  • 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
  • C2E Attachments
  • Chat reminder
  • Chat to email to chat
  • Chat to SD
  • Chat to task to project
  • Comprehension Audits
  • Customer-specific training: how it works
  • Different Form Uses
  • Docked Chats
  • Docking SDs and Updating Images
  • Email to BFF
  • Email to chat to email – non PaT users
  • Embedding live data in an SD (graphs and spreadsheets)
  • Embedding SDs in SDs
  • Evidential audits: completing one
  • Filing and retrieving SDs
  • Form Wall
  • Health and safety templates
  • How PaT Manages Inactive Users
  • How SD chats work with SD Members and External Users
  • How to unlock a module for a staff member
  • Info Icons
  • Inline chats
  • Intégrité dans l’exécution des tâches : ce que c’est et pourquoi elle diminue
  • Invite Attendees
  • LMS Architecture
  • Moving Section Headers
  • PaT AI
  • Pop-Out Chat Feature
  • Recurring tasks: create and edit
  • Running Meetings with SDs
  • Safe Walks
  • SD Element Categorisation
  • SD Form Responses: finding and exporting form responses
  • SD Owner Functions
  • SD Task wall view
  • Share and record your screen
  • Tâches multiples
  • Track Engagement
  • Using SDs as a report or meeting minutes app
  • Video rooms: guests joining and asking to record
  • Activity Notifications
  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Capture and Manage Accidents
  • Capture and Manage Hazards
  • Chat to task
  • Chat Wall
  • Contextual Communication
  • Convert a Note to a Task
  • Create a new SD
  • Créer une tâche
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Gestion des tâches
  • Getting help: the PaT Helpdesk
  • Global Search
  • Group Chats
  • 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
  • Module Learning - Desktop
  • Module Learning - Mobile
  • Mur des tâches
  • 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
  • PaT Mobile App – Overview
  • Présentation du chat PaT
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Reading an SD in another language
  • SD Elements
  • SD Main page useful features
  • SD Overview
  • Section Headers
  • Security measures for multiple users on a device
  • Share Feedback
  • Signing in to PaT and resetting your password
  • Système de gestion des tâches
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Build a reporting system
  • Chat Management - Pro Tips
  • Comment les responsables peuvent activer l’absence du bureau (OOF) pour les membres de leur équipe
  • Conditional Formatting
  • Configuring a UDF: columns and calculated columns
  • Configuring a UDF: filters, grouping and endpoint details
  • Customer-specific training: setting it up
  • Endpoint Manager: finding endpoints and building your own UDF
  • Escalade automatique
  • Form builder: field types
  • Forms - Extract Data (the AI form builder)
  • How to build modules in the Module publisher
  • How to create module comprehension audits
  • How to create module evidential audits
  • How to create module quizzes
  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
  • How to upload form elements to an SD
  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
  • Mode test du formulaire
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
  • PaT SD Map Overview
  • PaT SD Map Presentation
  • PaT SD Templates Overview
  • Pure Forms
  • SD Dashboard: building a dashboard
  • SD Forms
  • SD Security Settings
  • SD Template Helper Functions
  • Strategy System
  • Throttling
  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • PaT Lite : les principaux aspects de PaT que vous devez comprendre
  • Qu’est-ce que PaT et pourquoi est-ce important ?
  • PaT Lite : de la discussion à la tâche
  • PaT Lite : présentation des Strategy Documents
  • PaT Lite : philosophie fondamentale — normes et exécution tactique
  • PaT Lite : des outils intelligents qui réfléchissent avec vous
  • PaT Lite : L’avenir des entreprises, c’est la culture
  • Bienvenue sur le wiki PaT
  • Configurer votre espace de travail
  • Votre première semaine
  • Strategy Documents
  • Tâches et affectations
  • Modèle d’autorisations
  • Chat et discussions
  • Formulaires et soumissions
  • Tableaux de bord et rapports
  • Gestion des utilisateurs
  • Paramètres de l’espace de travail
  • Connexion à un système comptable
  • Authentification unique
  • Présentation de l’API
  • Jetons d’accès
  • Webhooks
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. Documentation
  2. Foundation
  3. Add members and set permissions

Cette page n’a pas encore été traduite et s’affiche donc en anglais.

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…

Sur cette page
  • 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…

PrécédentActivity NotificationsSuivant AI Summary: a quick summary of an SD

Sur cette page

  • 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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