Managing Your Team

Managing Your Team

Effective team management requires understanding the unique needs and responsibilities of different roles within an organization. In Lookoutt, team management is tailored based on the role of the user, whether you're an individual contributor, a team leader, or an organization-wide leader. Each role comes with distinct capabilities that allow you to access and interpret data in a way that supports your specific responsibilities. This guide outlines what each role can and cannot do within Lookoutt, helping you understand how to leverage the platform’s features to effectively manage, engage, and improve your team. By using Lookoutt, you can ensure your team is aligned, performing at its best, and continuously improving.

Roles

Roles are used to manage access and permissions in Lookoutt. Lookoutt roles are uncomplicated and allow for teams to work collaboratively without being unnecessarily restricted by unnecessary complexity.

There are two types of roles in Lookoutt; Billing Admin and Collaborator. Collaborators are team members that are actively engaged in team activities, and work collaboratively with others on their team. Most team members find that the Collaborator role is appropriate. Billing Admins are like Collaborators but are also responsible for managing the team's subscription details, including payment methods, plans, and number of licenses.

Company Name

The company name is not configurable after the account is created. So ensure that this is typed correctly when the account is created. If you need help changing the company name, email help@lookoutt.io

Team Name

If you need to change the Team name, any Collaborator or Billing Admin can do so from the Team name section of the Settings page. When changing the team name, this has no impact on team members.

Inviting Team Members

• Any Collaborator or Billing Admin can invite team members.

• From the Settings page, enter the first name and email address of the team member you'd like to invite, choose a Role and click Send Invite.

• If the team has allocated all available licenses, the Send Invite button will be inactive (grey). A Billing Admin will need to add additional licenses to the plan so that new team members can be invited.