Creating a Team:
Build a collaborative environment by creating teams for efficient project management with Admin credentials. Follow these steps to create a team:
- Navigate to the Teams section under Constant tab.
- Click on the “+” icon to create team.
- Provide team name.
- Click on create and save the newly created team.
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Creating Roles:
Define responsibilities and access levels within your teams by creating roles with Admin credentials. Here’s how you can create roles:
- Access the Roles section under Staff tab.
- Click on the “+” icon to create role.
- Specify the role name, set permissions for different modules associated with the role.
- Click on create and save the new role to establish clear guidelines for team members.
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Editing Team and Roles:
Adapt to organizational changes or evolving project needs by editing teams and roles with Admin credentials. Follow these steps for modifications:
For Teams:
- Navigate to the Teams section under Constant tab.
- Select the team you want to edit.
- Click on the “Edit Team” option.
- Modify Team name.
- Click on update and save the changes to update the team information.
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For Roles:
- Access the Roles section under Staff tab.
- Choose the role you want to edit.
- Click on the “Edit Role” option.
- Adjust role details, including role name, updating permissions for different modules associated with the role.
- Click on update and save the changes to update the role information.
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Assign Team and Roles:
Streamline project workflows by assigning teams and roles to specific users. Follow these steps to make assignments:
While creating Users:
- Navigate to the user section under staff tab.
- Click on “+” icon to initiate the user creation process.
- While creating or editing the user “Assign Team” or “Assign Roles” option.
- Fill in the required information for the new user, including username, email, password, and any other necessary details.
- Include fields or dropdowns to assign the user to specific teams and roles during the creation process.
- Verify the information entered and ensure that team and user role assignments are accurate.
- Click on the create button and save the new user details, completing the user creation process.
- The user is now added to the system with the designated team and role assignments.
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While Editing Users:
- Navigate to the user section under staff tab.
- Locate and select the user profile you want to edit.
- Click on the “Edit” option to enter the user editing interface.
- Update the user’s information as needed, including username, email, password, or any other relevant details.
- If required to update user’s team and user role, modify them accordingly.
- Verify the changes made and ensure that team and role assignments are accurate.
- Click on the update button and save the updated user details to confirm the changes.
- The user’s profile is now edited, and any modifications to team and role assignments are reflected in the system.
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