Setting up Airtable Interface

Objective: To create a new team access board for a new team member and integrate it with the ClickUp Command Center.

1. Creating the Team Access Board in Airtable

1. Access the Team Access Board:

   • Open Airtable and navigate to the "Team Access" section.
   • Locate an existing team member's record.

2. Duplicate an Existing Record:

   • Right-click on an existing record and select Duplicate.
   • Rename the new record with the new team member's name.

3. Update the Information:

   • Navigate to the data section for the team members.
   • Scroll to the right to find the data table for pay and access details.
   • Duplicate an existing row and replace the old name with the new team member's name (e.g., Kayla).
   • Input the new member’s pay rate and update any necessary information, ensuring consistency with other team members in similar roles.
   • Assign the correct pay layer based on their rate (e.g., same as Romina or another team member).

4. Configure Filters:

   • Update all filters in the team access board:
     • Replace the old team member's name with the new one in filters for "Pay to Date" and "Passwords Shared".
   • Double-check that the board reflects the new team member's data correctly.

5. Publish the Board:

   • Click Publish and confirm the changes by hitting publish again.
   • Verify the board is now live.

2. Sharing the Team Access Board

1. Enable Sharing:
   • Go to the "Share Publicly" option.
   • Select Share Read-Only and enable sharing.
   • Copy the embed code (not the link, as the embed code works better).

3. Embedding the Board in ClickUp

1. Access ClickUp:

   • Open the ClickUp instance and navigate to Spaces > Royal Hub > Command Center.

2. Create a New View:

   • Add a new Website View and select the Embed option.
   • Paste the copied embed code into the provided field.
   • Save the view and rename it with the new team member's name (e.g., Kayla).

3. Share Access:

   • Right-click on the new view and select Share.
   • Share the view with the new team member, granting them read-only access.
   • Verify that they can view, duplicate, and favorite the board but cannot edit.

4. Final Steps

1. Inform the Team Member:

   • Notify the new team member during onboarding that the view is accessible and explain how they can use it.

2. Document Access:

   • Ensure the new team member's access and information are accurately recorded in their onboarding documentation.

3. Verify Functionality:

   • Confirm that all links, embed codes, and filters are functioning as expected.

Notes

• This process ensures seamless onboarding and access to essential resources for new team members while maintaining data integrity and security.
• Always cross-check pay rates, filters, and shared access to avoid errors.