Team

The Team page presents you with an overview of your organization's team members and team roles that you have created within your organization.

You can switch between team member view and role view by pressing the "Team Members" tab or the "Roles" tab at the top of the page.

Team Members

The team members page shows a table of all your team members. You can add a team member at any time, if your usage allows it, by pressing the "+ Add Team Member" button in the top right of the display. This will open the team member creation display.

Each team member is displayed in a list with the following information:

• User Email - the email address for your team member

• User Role - the role that team member has been designated

• Created On - the date the team member was created within your organization

• Status - the current status of the team member

• Context Menu - a pop-up menu of actions you can carry out on your team members

Team Member Context Menu

Pressing the three dot icon will open the context menu to display a list of options that you may carry out for each team member.

View User - allows you to view that team member's information and will open the display on the right hand sidebar

Edit User - will open up the edit team member display so you can edit the user's information

Suspend User - this will deactivate the team member within your organization and deny them access to your organization dashboard

Roles

The Roles page allows you to manage and create team member roles, to provide permissioned access to various features and functionality within your organization. You can create a new role at any time by pressing the "+ Create New Role" button at the top right of the display which will open the role creation display.

Each role is displayed in a table with the following information:

• Role Name - the name you have allocated to that role

• Short Name - the short name that you have allocated to the role along with the colour designation

• Team Members - the number of team members within your organization that hold the role

• Created At - the date the role was created

• Context menu - a pop-up menu of actions you can carry out on your role

Roles Context Menu

Pressing the three dot icon will open the context menu to display a list of options that you may carry out for each role.

Edit role - allows you to edit the permissions and information for the role and opens the role edit display

Delete role - will delete the role from your organization

nb. when deleting a role if any users are still currently holding that role their permissions will revert to default and they will gain access to all features within the AuvoID platform. It is recommended to only delete a role once all assigned team members have been updated with a new role.