Team, All Team Members
Updated over a week ago

This list view provides an overview of all the team members configured within Klipboard. From this centralized view, you can efficiently manage various aspects of your team, including updating team member details, rejecting upcoming jobs assigned to a specific team member, and managing their current status.

This simplifies the process of overseeing and controlling team-related information, offering a comprehensive tool for effective team management within the Klipboard platform.


Edit a Team Member

To update a Team Member's details, simply click on Edit and a range of options are available such as Password Update, Access Permissions, etc.



Reset Jobs

Additionally, you possess the capability to reset jobs for a team member. This action removes any jobs that may have been synched to that team member's Klipboard mobile app, providing you with the option to reassign those jobs to another team member instead or leave them unassigned.

This feature enhances flexibility and efficiency in job management, allowing for seamless adjustments to job assignments within the Klipboard platform.


Change a Team Member's status

A Team Member can be Active (meaning they have access to Klipboard) or Inactive (meaning they do not have access to Klipboard).

  • Click on the tick icon within the Active column to make active or inactive

Your subscription plan on Klipboard determines the number of active team members (licenses) allocated to your account. To manage these active team members, you have the flexibility to adjust their status as needed.

You can activate or make inactive team members' statuses based on your specific requirements.

This feature allows you to optimize the utilization of your allocated licenses according to the dynamic needs of your workflow within the Klipboard platform.

Did this answer your question?