Introduction to Team Management

On a Team Member page, you can typically find details about each individual involved in the transaction and production, such as their names, roles, email, and specific access. On the left navigation menu, click on Settings> Teams

Overview of the Team Management page

1. Manage roles- Click on each default role> What each role can access > What each role cannot access

2. Invite someone> +Invite member> Email> Select role> Invite Member

3. Role- i.e> Business Owner, Sales Teller

4. Action> Change the role of staff

Team management is essential for fostering collaboration, and streamlining workflows. It enables businesses to assign tasks, roles, and responsibilities, monitor progress, set permission and access levels, and enhance communication among team members to track the progress of tasks and projects.