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Setting Up Outreach Teams and Coverage Areas
Show The Way offers functionality to assign individual users to specific projects (which may be tied to certain funding sources and/or geographic coverage areas) and teams. A single user can be assigned to multiple projects and teams. The data that is entered in the app for clients will be tied directly to the user’s Active Assignment, so it’s critical that users are updating the active assignment as needed.
The initial setup happens within the Show The Way Classic. Users must first be added to your Datastore in https://showtheway.org before they can be added to a project or team. To learn how to add users please check out this FAQ.
The Steps for Editing Teams and Coverage: