Team Management Guide

Learn how to invite and manage your team members

Managing your team effectively is crucial for a smooth lost & found operation. This guide covers everything you need to know about inviting team members, understanding roles, and managing permissions.

Inviting Team Members

  • 1

    Navigate to 'Members' in your institution dashboard at app.foundlyhq.com

  • 2

    Click 'Invite Member' button

  • 3

    Enter the team member's email address

  • 4

    Select their role (Admin or Staff)

  • 5

    Click 'Send Invitation'

Understanding Roles

Admin

Full access to all features including team management, settings, billing, and reports. Can add/remove members and manage locations.

Staff

Can report found items, match items, and manage lost & found operations. Cannot access team management or billing settings.

Managing Permissions

  • Only admins can invite or remove team members

  • Staff members can be assigned to specific locations

  • You can change a member's role at any time

  • Removed members lose access immediately

Best Practices

Start Small

Begin with a few key team members and expand as needed. This helps maintain security and makes onboarding easier.

Clear Communication

Send welcome emails explaining Foundly's features and your institution's processes. Set clear expectations.

Role-Based Access

Only grant admin access to trusted team members. Most staff members only need 'Staff' role permissions.

Regular Reviews

Periodically review your team members list. Remove access for staff who no longer need it.

Removing Team Members

To remove a team member: Go to Members at app.foundlyhq.com, find the member you want to remove, click the menu icon, and select "Remove Member". Their access will be revoked immediately.

Note: Only admins can remove team members. Make sure to communicate with the team member before removing their access.

Related Guides