EZTRACK360

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How to Create a Team Member

How to Create a Team Member

Adding team members allows you to collaborate effectively with your team on the EZTrack360 platform. Follow these steps to create a new team member and assign roles.

Steps to Create a Team Member

  1. Navigate to the PEOPLE section in the left sidebar and select Team Members.

  2. Click the Add Team Member button located in the top-right corner of the page. It is represented by a button with an icon of a plus sign (+).

  3. This will open the Add Team Member form. Fill in the following fields:

    • First Name: Enter the first name of the team member.
    • Last Name: Enter the last name of the team member.
    • Email: Enter the team member’s email address.
    • Password: Set a password for the team member (this can be shared with them securely).
    • Role: Select the appropriate role for the team member from the dropdown list.
    • Super Admin: Toggle this option if the team member will have super admin privileges (use with caution).

  4. After filling in the necessary details, click the Save or Add button to create the team member. A success message will confirm that the team member has been added.

Tips

  • Ensure the email address provided for the team member is valid as it will be used for login and communication purposes.
  • Assign appropriate roles to team members to control their access to different areas of the platform.

Managing Roles and Permissions

You can manage roles and permissions under the Access Control section in Settings. To access it:

  1. Click the settings gear icon ⚙️ in the top right corner of the page.
  2. Scroll to the Access Control section.

Editing Team Member Details

If you need to update the details of an existing team member:

  1. Navigate to PEOPLE in the left sidebar and select Team Members.
  2. Locate the team member in the list and click the edit icon (✎).
  3. Modify the necessary fields and click Save.

Deleting Team Members

To remove a team member:

  1. Navigate to PEOPLE in the left sidebar and select Team Members.
  2. Find the team member you want to delete, then click the delete icon (🗑).
  3. Confirm the deletion to move the team member to the trash.

Use these steps to manage your team effectively and ensure proper access control within EZTrack360.