To give someone access to a Property Handbook (Primary/Sub Hand Receipt), there are three options depending on the level of access and responsibility you want them to have:
If you just want teammates to view the Property Handbook, the easiest option is to add them to the team currently assigned to the hand receipt.
Add Someone to the Assigned Team
Give view-only access by adding someone to the team assigned to the handbook.
Navigate to the list of Teams by clicking the hamburger menu (☰) in the top left corner.
Find the team currently assigned to the Property Handbook (Primary Hand Receipt) and tap the three vertical dots (⋮) next to the team name.
Select Manage team.
Then tap on Add new members and search for the person (or people) you're wanting to add to the team assigned to the Property Handbook (Primary/Sub Hand Receipt).
If the person is not listed or you're unable to find them, they may need to be invited to your org. An Org Leader or Team Leader can invite them by following these steps:
Save your changes by tapping Select.
Anyone on the assigned team will be able to view the Property Handbook (Primary/Sub Hand Receipt), but not manage or distribute items.
Assign a Delegate
Allow someone to manage and distribute items without changing ownership.
You can assign delegates to both the Primary Hand Receipt and Sub Hand receipts.
Things to keep in mind:
If you assign someone as a delegate on the Hand Receipt, they will:
Automatically see all Sub Hand Receipts
Have full delegate permissions across the entire hierarchy; including managing items and creating Sub Hand Receipts
If you assign someone as a delegate to a Sub Hand receipt only, they:
Will not see or access the Primary Hand Receipt
Only have permissions within that specific sub hand receipt (and any sub hand receipts created under it)
Navigate to the Property Handbook (Primary Hand Receipt) and tap the three vertical dots (⋮) next to it. Then select, Manage delegates.
Tap on + Add delegate.
Search for the teammate(s) you want to assign as a delegate. Only members of the assigned team are eligible. If someone doesn’t appear in search, ensure they’ve been added to the team first.
Tap Select to save your delegates.
Delegates can view the handbook and create sub-hand receipts to assign items to an individual or a team.
Change the Owner of the Property Handbook
Transfer full ownership to another user.
Navigate to the Log-E Equipment Log. Tap the Three Vertical Dots (⋮) next to the name of the Hand Receipt you want to change the owner of.
Select Change owner.
Search for the person you want to assign as the new owner. This person does not need to be part of the team assigned to be the Primary Hand Receipt owner.
Click Change to confirm the new owner.
The new owner will have full control, including assigning delegates and distributing items.