Adding Team Members

How to Add Team Members to a WoolClip Job

• The Team function in WoolClip supports collaboration
• Being added to a Team allows the user access to the Job
• All Jobs require a person with the role Owner/Manger to complete the NWD
• For Classed wool there will need to be a Wool Classer in the job
• The Team role of Job Administrator allows for full access to all Job module functions

A Wool Classer who starts a Job is automatically added to the Team as both Job Administrator and Wool Classer. When the Wool-ID is used and approved, the Wool Grower with a Farm Account is updated with role of Job Administrator and Owner/Manager. The Team module is accessed from the WoolClip web page login. It is not available in the app.

Step 1: Open the Job you are working on

Step 2: Open the Team Module

Step 3: Select Add Person to Team

Step 4: Enter their details as required. An email and/or mobile record is required.

Step 5: Select the role that matches what the person needs to do in the Job

Examples of Team Members

• Add the Owner/Manager to declare the NWD
• Add the Marketing Rep and select organisation so they can view the Job and receive a copy of the specification on finalisation

• Add a Presser to add bales to the Wool Book for their own login
• A person with a WoolClip account will be identified in the Team with the person icon
• A person can have more the one role in the Team
• A person without an account can be invited to create a username and password so they can log in and access the Job

Notes: There may be more than one Wool Classer in a Team working in the same Job

Next steps

When you are comfortable with this workflow, explore related guides, watch WoolClip how-to videos, or contact AWEX WoolClip support if you need help.