Team

Welcome to the Team section of the Account & Dashboard, where you can manage your team members and organisation settings with ease. Whether you're adding team members to specific projects or updating organisation details, this section provides you with the tools to streamline your collaboration and organisation management.

Overview

The Team section is divided into two parts: Accounts and Organisations. You can switch between these parts using the tabs located on the top left side of the screen.

1. Accounts

In the Accounts tab, you can add, update, or remove team members associated with your account. Each team member's details, including their name, role, email, and assigned organisation, can be managed here. This functionality is particularly useful for agencies or organisations managing multiple projects, as it allows you to assign specific roles to team members for each organisation they are working on.

Teams - Account

On the right-hand side of each account holder's profile, you'll find the following options:

Team - Accounts

Delete, Edit & Reset Password

• Delete Account

• Edit Account Details: This includes the ability to modify the username, email address, roles, and associated organisations.

• Reset password: Users can submit a request for a password reset from this section. An email will be sent to the account holder with instructions to change their password.

2. Organizations

In the Organisation tab, you can view and manage the list of organisations associated with your account. This includes updating the name of existing organisations, deleting organisations that are no longer needed, or adding new organisations as necessary. This feature gives you full control over the structure and management of your client projects within your account.

Teams - Organisations

How to Use This Section

To access the Team section, simply navigate to the Main Dashboard and click on the Team tab. From there, you can switch between the Accounts and Organisation tabs to manage your team members and organisation settings accordingly. Whether you're adding new team members, updating organisation details, or adding new organisations, you'll find all the necessary tools and options within this section.