Teams & Roles

Creating a Team:

Build a collaborative environment by creating teams for efficient project management with Admin credentials. Follow these steps to create a team:

1. Navigate to the Teams section under Constant tab.
2. Click on the “+” icon to create team.
3. Provide team name.
4. Click on create and save the newly created team.

Creating Roles:

Define responsibilities and access levels within your teams by creating roles with Admin credentials. Here’s how you can create roles:

1. Access the Roles section under Staff tab.
2. Click on the “+” icon to create role.
3. Specify the role name, set permissions for different modules associated with the role.
4. Click on create and save the new role to establish clear guidelines for team members.

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:

1. Navigate to the Teams section under Constant tab.
2. Select the team you want to edit.
3. Click on the “Edit Team” option.
4. Modify Team name.
5. Click on update and save the changes to update the team information.

For Roles:

1. Access the Roles section under Staff tab.
2. Choose the role you want to edit.
3. Click on the “Edit Role” option.
4. Adjust role details, including role name, updating permissions for different modules associated with the role.
5. Click on update and save the changes to update the role information.

Assign Team and Roles:

Streamline project workflows by assigning teams and roles to specific users. Follow these steps to make assignments:

While creating Users:

1. Navigate to the user section under staff tab.
2. Click on “+” icon to initiate the user creation process.
3. While creating or editing the user “Assign Team” or “Assign Roles” option.
4. Fill in the required information for the new user, including username, email, password, and any other necessary details.
5. Include fields or dropdowns to assign the user to specific teams and roles during the creation process.
6. Verify the information entered and ensure that team and user role assignments are accurate.
7. Click on the create button and save the new user details, completing the user creation process.
8. The user is now added to the system with the designated team and role assignments.

While Editing Users:

1. Navigate to the user section under staff tab.
2. Locate and select the user profile you want to edit.
3. Click on the “Edit” option to enter the user editing interface.
4. Update the user’s information as needed, including username, email, password, or any other relevant details.
5. If required to update user’s team and user role, modify them accordingly.
6. Verify the changes made and ensure that team and role assignments are accurate.
7. Click on the update button and save the updated user details to confirm the changes.
8. The user’s profile is now edited, and any modifications to team and role assignments are reflected in the system.