Team Management
Add employees, create branches and departments, and manage passwords and security.
Path: Left menu → Settings → Admin Settings → Team Management
Only admins can see this section.
Tabs
| Tab | Purpose |
|---|---|
| Branches | Your physical or logical branches |
| Departments / Groups | Divisions such as Sales, Support, Accounting |
| Roles | Ready-made permission sets |
| Users | Your employees |
Adding a user
- On the Users tab, click New User.
- Enter the details:
- Full Name
- Email: The user logs in with this
- Phone
- Password: At least 8 characters; you’ll be asked to confirm it once more
- Role, branch, department
- Click Save.
The user can now log in with their email and password.
Give new employees a temporary password and ask them to change it on the Profile page at first login.
Actions on a user
| Action | What it does |
|---|---|
| Active / Inactive | Temporarily disables their login. For employees who leave, set them to inactive instead of deleting |
| Change password | Sets a new password. Also used for an employee who forgot their password. See Forgot Password |
| Two-factor authentication | Extra security for the user. Requires the advanced security plan |
| Permissions | Sets what they can see and do |
| Edit customer groups | Determines which customer groups they can see |
| Delete / Restore | You can restore a deleted user |
Each user can change their own name, email, phone, and password from their own Profile page. No extra permission is needed for this.
Branch, department, and role
- Branch: Define each one separately if you have different locations.
- Department / Group: Brings teams together; makes task assignment and permissions easier.
- Role: Ready-made permission sets such as “Sales Representative” or “Deputy Admin”.
If your plan doesn’t include the Groups and Roles feature, you can define at most 1 branch and 5 departments; roles and groups are unavailable. In that case, everyone except the admin works with a fixed permission set.
For authorization details, see Roles and Permissions.
When an employee leaves
- Set the user to inactive.
- Hand over their customers and tasks to someone else.
- If needed, Change password.
Setting them to inactive instead of deleting keeps names in historical records intact.