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24 ISIS-SWIS User’s Manual
2� Double-click the name of the team member to edit�
3� Modify the team member’s role or access level�
4� Click Save�
Remove a Team Member
From the Student File Dashboard:
1� Click Team Members�
2� Click to select the team
member to remove�
3� Click Remove�
4� Click Remove to confirm the
removal� Click Cancel to return
to the Team Member tab
Note: Removing a team member in ISIS-SWIS removes the team
member from, and his/her access to, the student file. The team
member’s name remains on the related student/staff/non-staff
roster. All data associated with the team member remains in the
application.
Send a Team Email
From the Student File Dashboard:
1� Click Team Members�
2� Click Email Team to open an email to all team members in your default
email program�
3� Click any team member’s individual email address to open an email to
that team member using your default email program�
Assign a New Coordinator
ISIS-SWIS coordinators may transfer management responsibilities for one
or more student files to another ISIS-SWIS coordinator either temporarily
or permanently. Each student file must be assigned to a coordinator.
Only transfer Student Files with the new coordinator’s permission.
HERE’S A TIP
Use Person Management
to edit a team member’s
name, type, or email
address� See page 38 for
more information�
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