📖Team

This page contains all the necessary information about the "Teams" sections.

Teams

The Teams section provides an overview of all team members, allowing you to manage their roles, permissions, and account access.

Key Features:

• Status: If a team member's status is active, they can access the account. If marked inactive, their access is restricted.

• Actions: You can edit team member details, modify roles, and remove members if necessary.

• Role: Displays the assigned role of each team member.

This section also allows you to add new team members and define their roles and permissions.

How to Add a Team Member:

1. Click on the Add Team Member button.

2. Enter the team member’s details, including name, email, and phone number.

3. Choose a Role for the team member.

4. Set Lead Visibility to define whether they can view all leads or only their assigned ones.

5. Configure Lead Assignment Permissions based on available options.

6. Create a password and upload a profile icon for the team member.

7. Click Add Team Member to finalize.

Next, we will explore how to create a new role and modify the permissions and details of existing roles.