Managing Your Team in the Synnch Platform
The Team Module in Synnch's Client Dashboard allows you to manage and organize your team members efficiently. Whether you're adding new team members or editing existing ones, this guide will walk you through the key functionalities available in the
Team tab.
Accessing the Team Tab
Navigate to the Team Tab:
From the Client Dashboard, click on "More Details" to access the Team tab.
2. Understanding the Team View:
The Team View displays all team members, including those with platform access and those who are simply visible and selectable for activities and time tracking.
Team Members: These individuals have their own login credentials to the platform, distinguishable by the presence of an email address.
Staff Members: These individuals are visible and selectable for activities and time but do not have platform access.
3. Team Member Overview:
The overview provides details such as Name, Email, Phone Number, Status, and a series of Icons for additional actions (e.g., reset password, reset 2FA token, edit, and delete).
Reset Password Email and Reset 2FA Token options are only available for team members with platform access.
Adding and Managing Team Members
Adding a New Team Member:
Click the link on the top right of the Team tab to add a new team member.
A pop-up window will appear, prompting you to fill in the required details:
First Name
Last Name
Email Address
Position
Role (Project User, Claimant User, Claimant Advanced User, Claimant Admin)
To view the specific permissions associated with each role, scroll down within the pop-up window.
Click Save to add the new team member.
The team member will receive an automated email with their login details.
2. Adding a Staff Member:
Similar to adding a team member, click the link on the top right and fill in the following details:
Full Name
Position
Company Name
There are additional optional selections, but they are not mandatory.
Click Save to add the staff member.
3. Editing and Deleting Members:
Each person listed in the Team View can be edited or deleted by selecting the corresponding icon.
For team members, you can also send a reset password email or reset 2FA token using the icons provided.