The Team module is the central hub for managing team members across all branch locations of your organization. It allows you to not only manage team member records, but also to control system access for each individual.
Team members can be categorized as employees, subcontractors, or volunteers. Based on the selected type, the system automatically files the team member into the appropriate section within the Accounting module upon creation.
Create team member
- Go to the Team module.
- Click Add team member.
- Select the team member type.
Note: Team member types determine how the person is categorized in the Accounting module.
– Employees are recorded as Employees.
– Subcontractors and Volunteers are recorded as Suppliers. - Enter the team member’s information, then click Save.
Edit team member
- Go to the Team module.
- Select a team member.
- At the top-right, click Edit team member.
- Make changes to the team member’s information, then click Save.
Delete team member
- Go to the Team module.
- From the filter drop-down, select All to display both active and inactive team members.
- Select an inactive team member.
- At the top-right, click Delete team member.
- Confirm by clicking Delete in the prompt.
Configure notification preferences
Notification preferences are configured individually for each team member and allow you to control whether the provider receives email notifications for the following appointment-related events:
- When new appointments are booked
- When appointments are canceled
- When appointments are rescheduled
Each notification type can be enabled or disabled by simply toggling it on or off within the team member’s profile.
Attach files to team member profile
- Go to the Team module.
- Select a team member.
- Navigate to the Files tab.
- Click Add files, then either:
– Drag and drop files into the dashed area, or
– Click Browse to locate and select files.
Grant and Manage Team Member Access
Grant Access
- Go to the Team module.
- Select a team member.
- Navigate to the System access tab.
- Click Add user, then either:
– Enter an email address and select a user role, or
– Toggle the Add existing user, then select a user from the drop-down. - Click Save.
Change user role
- Go to the Team module.
- Select a team member.
- Navigate to the System access tab, then click Edit role.
- Re-select role, then click Save.
Reset user password
- Go to the Team module.
- Select a team member.
- Navigate to the System access tab, then, next to the user’s email address, click Reset password.
- Enter a new password, then click Reset.
Suspend and Reactivate user
- Go to the Team module.
- Select a team member.
- Navigate to the System access tab, then click Suspend user.
- To reactivate, click Reactivate user.
Deactivate and reactivate team member
- Go to the Team module.
- Select an active team member.
- Click the Active toggle Off to deactivate.
- Click the toggle On to reactivate.