Platform access level: Org Admins and Managers. Team settings is the one settings area a Manager can open and change, while your organization's Settings pages stay with Org Admins.
Every team in Arist has its own name, teammates, learners, and delivery methods, and all four sit together in Team settings.
A Manager can open Team settings and change what is in it, without waiting on an Org Admin for a day-to-day change. This guide walks through the four Team settings pages in the order the sidebar lists them.
1. Knowing who can open Team settings
Two roles can open Team settings. An Org Admin can open it for any team in the organization, and a Manager can open it for a team they belong to. No other role sees it. There is no read-only version of any page, so opening a page and changing what is on it are the same permission, with four limits on role changes that section 4 covers.
Role | Team settings | Organization settings |
Org Admin | Any team in the organization | Full access |
Manager | Teams they belong to | No access |
Writer | No access | No access |
Distributor | No access | No access |
Analyst | No access | No access |
Everything under Settings, including Organization, Users & roles, Teams, and the organization-wide Delivery methods page, is Org Admin-only. Team settings is the exception, so a Manager runs their own team's day-to-day setup.
Important: Creating a team and deleting a team are organization-level actions, so both stay with Org Admins on the Settings > Teams page. A Manager works inside a team that already exists.
2. Opening Team settings
Select your team at the top of the sidebar, then choose Team settings. This is the route Managers use, and it works for Org Admins too. The sidebar switches to a Team settings menu holding Team details, Teammates, Learners, and Delivery methods, with Exit at the top to leave Team settings and return to your content.
Org Admins have a second route that Managers do not. The organization's Teams list at Settings > Teams is Org Admin-only, so a Manager does not see a Teams entry under Settings.
From that list an Org Admin opens a row's menu and chooses Manage, which switches the current team to the one they picked and opens its Team details page. The same row menu holds Edit and Delete for the team itself.
Note: Teams is in Beta, so the team selector and Team settings appear only for organizations that have it turned on. If you hold an Org Admin or Manager role and still do not see Team settings, reach out to your Arist Customer Success contact.
3. Editing the team name and description
Choose Team details to set the name and description the rest of your organization sees for this team.
The team name is required, can run to 100 characters, and has to be unique in your organization. The description is optional, and it shows next to the team on the organization's Teams list. Select Save when you are done.
Try it: Open Team details and give your team a one-line description saying who it is for, so the next person reading the Teams list can tell your team apart at a glance.
4. Managing the team's teammates
Choose Teammates to manage who works on the team and what each of them can do.
The list carries everyone who works on the team, with Name, Email, and Roles columns. Select Add teammates to bring someone onto the team, or use a row's menu to Edit that teammate's details or Remove them from the team. Removing a teammate takes them off this team only and leaves their Arist account alone.
Adding a teammate starts with their email address, and Arist checks it before showing you the rest of the form.
Someone new to Arist: Enter their first name, tick one or more roles, and select Invite user to send the invitation.
Someone who already has an account: Arist shows their name and current roles so you can confirm who they are, and Add to team adds them with those roles unchanged.
Roles are set at the organization level rather than per team, and Roles is a set of checkboxes, so a teammate can hold more than one. Changing a teammate's roles here changes what they can do everywhere in Arist, and four limits apply.
The Org Admin role: A Manager can assign every role except Org Admin.
Teammates who are already Org Admins: When a teammate holds Org Admin, only an Org Admin can change their roles.
Teammates on several teams: When someone belongs to more than one team, only an Org Admin can change their roles.
Your own roles: Your own roles show in the form but cannot be changed, whatever role you hold.
Note: A teammate who holds a Manager, Writer, Distributor, or Analyst role has to belong to at least one team. If the team you are removing them from is their only one, Arist blocks the removal and asks you to add them to another team first.
5. Setting which learners belong to the team
Learners shows the learners this team can see, with a Name column and a Platforms column, and a row's menu holds View, which opens that learner's profile. Membership comes from rules rather than from adding learners one at a time. The list fills as learner records match what you set, and it keeps matching as new learners arrive.
Select Rules in the top right to open the Edit team rules panel. The button shows how many rules are already in place.
Turn on Access all learners to let everyone on the team see every learner in the organization. Leave it off and build rules instead, pairing a Field with a Condition and a Value. Add rule (AND) narrows the match and Add OR condition widens it. Select Save to apply them.
Note: Saved rules are applied in the background, so give the learner list a moment to refresh after you save.
6. Choosing the team's delivery methods
Choose Delivery methods to pick which of your organization's enabled methods this team sends on.
The page covers the six ways Arist can reach learners, SMS, WhatsApp, Email, Microsoft Teams, Slack, and Arist Messenger. The ones your organization has enabled each show a status line and a toggle for this team.
Use the toggles to turn a method on or off for this team. Each method's own settings, such as the sender your texts come from or the buttons learners see in Arist Messenger, stay on the organization's Delivery methods page, which is Org Admin-only.
Using Delivery Methods covers what a team's choice changes, how the organization's list limits it, and what each method's settings do.
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Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].