Table of Contents
My Team #
The “My Team” section in the “Settings” is used to manage team members. This includes adding new members, assigning roles, and categorizing their areas of responsibility.
Steps to Manage Team Members in the Agency Simplifier #
- Access your account on the agency’s platform using your credentials.
- From the left navigation menu, click on “Settings.”
- Select “My Team” from the dropdown list.
- This will open the “Manage Team” page.
Viewing Team Members: #
- In the Manage Team section, you’ll see a list of current team members.
- Each entry includes their email, role, assigned categories, and creation date.
Add a New Team Member: #
- Click the “Add team member” button.
- A dialog box will open.
- Fill in the required details, such as first name, last name, email address, password, and confirm password.
- Select a role from the dropdown menu (admin, editor, worker).
- Add the maximum count of orders.
- Assign relevant categories for the new member.
- Click on “Submit” to add the member to your team.
- A success message will display.
- Click on the “OK” button.
Edit Existing Team Members #
- Locate the team member you wish to edit in the list.
- Click the edit icon (pencil) next to their name.
- A dialog box will open.
- Make the necessary changes (e.g., role, assigned categories, currency or rate per hour).
- Click on the “Submit” button to apply changes.
- A success message will display.
- Click on the “OK” button.
- Admin can login to team member’s account by clicking on the profile icon.
Remove a Team Member #
- Find the team member you want to remove.
- Click the delete icon (trash can).
- A confirmation message will display.
- Click on the “Yes, delete it” button.
- A success message will display.
- Click on the “OK” button.
Filter and Search #
- Use the Select Filter option to categorize team members based on role or email.
- Click on “Search” to find specific member.
