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  1. How To?!
  2. Manage Team

Add Team Members

Add and manage team members in your system

PreviousCreate DepartmentsNextAssign Roles and Permissions

Last updated 10 months ago

To add new team Member or agent Navigate to Team Members Section in "" section in Settings

Add New Member Locate and click the "Add New Member" button to begin the process of adding a new team member.

Enter Personal Information: Fill in the required fields with the new team member’s personal information, such as name, email address, phone number, and position.

Assign to a Department: Select the appropriate department from a dropdown menu or list to assign the new team member to a specific department.

Save the new team member’s details: by clicking the "Save" button. This will add them to the system and assign them to the chosen department with the specified roles and permissions.

  • Verify that the new team member has been successfully added by checking the team members list or overview section.

  • Edit & Delete: You can easily edit or delete the team members details to keep your business team updated.

Team Management