Revlitix allows you to collaborate with your team by adding members and assigning them specific roles. Admins and Managers can manage team access and permissions directly from the platform.
Step 1: Navigate to the Settings Module
Log in to your Revlitix account.
Click on the Settings module from the left-hand menu.
Step 2: Access the Team Page
Within the Settings module, select the Team tab.
Here, you'll see a list of current team members, their email addresses, assigned roles, and status (Active/Inactive).
Step 3: Invite a New Team Member
Click on the Invite Team Member button.
Enter the new member's email address.
Assign an appropriate role (e.g., Admin, Manager, Custom User).
Click Send Invitation.
Step 4: Manage Team Member Status
To deactivate a team member, locate their name in the Team list.
Click on the Mark as Inactive button next to their name.
Note: Admins can change the status of any team member. Managers can modify the status of fellow Managers and Custom Users.
Step 5: Search for Team Members
Use the Search bar at the top of the Team page to quickly find a specific team member by name or email address.
By following these steps, you can effectively manage your team within Revlitix, ensuring the right members have appropriate access and permissions.