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Team Members

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Last updated 2 months ago

The Team Members section within the Settings panel allows administrators to manage users who have access to the platform. This feature is crucial for collaborative environments where multiple team members need to access, manage, and monitor business activities such as automation, customer interactions, or settings configurations.

1. Team Member Overview Table

The main part of the screen shows a table listing all existing team members. The columns include:

  • NO. – Serial number of the team member.

  • FULL NAME – The name of the team member.

  • EMAIL – The email address used by the member to log in.

  • STATUS – Displays user status (though this specific screenshot does not show status values explicitly).

  • ACTIONS – Allows you to:

    • ✏️ Edit team member details.

    • 🗑️ Delete the team member from the list.

This table supports pagination, as seen with the navigation arrows and page numbers at the bottom of the list.

2. Invite User Model

Clicking the "+ Invite User" button opens the Invite User popup form.

This form allows an admin to onboard new users by entering:

  • Full Name – Name of the person being invited.

  • Email Address – User’s email ID (used for login and identification).

  • Phone Number – For contact or verification purposes.

After entering the details, clicking the “Invite User” button sends an invitation to the new team member to join the platform