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Manage a Team

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Bytimothy A
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Overview: 

Managing a team allows you to organize members, update roles and permissions, and oversee team activities within the system. This helps ensure efficient collaboration, proper access control, and smooth team operations.

Follow these steps to manage a team: 
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 4: You will now be on the Users tab, which opens by default. Click on the Teams tab to access and manage the teams.

Step 4: You will now be on the Users tab, which opens by default. Click on the Teams tab to access and manage the teams.

Step 5: Click the + Add / Manage button to manage the team.

Step 5: Click the + Add / Manage button to manage the team.

Step 6: A pop-up will appear where you can edit the team name, upload a team icon, and choose the users to include in the team. Click the Save button when done.

Step 6: A pop-up will appear where you can edit the team name, upload a team icon, and choose the users to include in the team. Click the Save button when done.

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