Once the team users are invited, you are able to view the list of members from Team users page under Setting wheel menu. You can always modify the settings and the role of the users or delete a user if needed. Please proceed to the Team users page to begin!
Managing the notifications
A team member may receive messages from clients, notifications and confirmation emails of orders. By the end of the month, a monthly report will be sent to the member to provide a recap of the showroom activities. To activate it or deactivate, you may go to the settings wheel > Team users > enter the member page and click on Yes/No and Monthly/None for the email report.
Changing a user's role
A member role is assigned to each member upon its creation. Afterwards, you may assign the member to another role to limit or enlarge the access to the showroom based on your company strategy. To do so:
- Go to the settings wheel > Team users
- Click on the relevant member to enter the member page
- Select the role desired
- Click on SAVE
If needed, you can review the team members roles from here.
Deleting a user
If a team member has left the company or is transferred to another department and no longer requires to access the showroom anymore, you may delete the person's access in Team users page. To do so:
- Go to the settings wheel > Team users
- Select the member by ticking the box next to the relevant name
- Click on the drop-down menu on the left-hand side
- Click on Delete member
- Click on OK to confirm the action
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