To add team users, navigate to Manage Team from the left-hand menu. This section allows you to view and manage all available team user accounts that have already been created. The list of team members can be customized to suit your preferences, with options to toggle between grid view and list view for easier navigation.
The team member list displays key details for each user, such as:
• Avatar: A profile picture or icon representing the user.
• Name: The full name of the user.
• Email: The user's registered email address.
• Status: Indicates if the user is active, inactive, or pending.
• Last Active: Shows the last time the user accessed their account.
• Manage Options: Includes tools to:
o Edit: Update user details or permissions.
o Switch into Account: Temporarily access the platform as that user for troubleshooting or review purposes.
o Delete User: Permanently remove the user's account from the team.
Adding New Users
To add a new team member, click the "Invite New Member" button. This action opens a form that requires you to provide the following details:
1. Full Name: The new user's first and last name.
2. Email Address: A valid email where the invitation will be sent.
3. Permissions: Select the appropriate access level for the user. Permissions are categorized into various panels to manage specific functions and resources. These panels may include, but are not limited to:
o Website
o Content
o Social Media
o eCommerce
o Team
o Tools
o Connected Accounts
The exact list of permissions available in the panel may vary depending on the currently active modules in the system. For example, if an eCommerce module is active, permissions related to product management, orders, and payments will appear. This dynamic setup ensures that permissions remain relevant and streamlined for your platform's current configuration.
The permissions allow for precise control over what the user can access and modify within the system.
Invitation and Account Activation
Once the new member form is submitted, the user will receive an email invitation. The email contains a link directing them to a password setup page. Upon setting their password, the account will be activated with the predefined permissions. These permissions determine the range of features and tools the user can access within their panel, which can either be limited or expanded based on the assigned roles.
Managing User Views and Permissions
The interface provides flexibility to adjust user settings as needed. You can update permissions at any time to accommodate changes in the user's role or responsibilities. The dynamic nature of permissions ensures that they remain adaptable to your platform's evolving needs. This ensures that team members have access to only the tools and resources required for their tasks.
With these features, managing team members becomes straightforward and efficient, allowing administrators to easily organize, onboard, and oversee team operations.