Welcome to the ultimate guide on managing your team on Coordinoter. Whether you're a seasoned pro or just getting started, this guide will help you navigate the Team Member Profile with ease. So, let's dive in and get your team running like a well-oiled machine.
Navigating to the Teams Management Page
First things first, you'll need to head over to the Team Management page. Simply click on the Manage Team option in the Business Portal, or just click [here] and boom! You're now in the heart of team management central.
Exploring a Team Member Profile
Once you're on the Team Management page, you’ll see an overview of your team. To dive deeper into a specific team member’s details, simply click on their name. This will open their profile, which is divided into two main tabs: Profile and Uploads.
Profile Tab
Here’s what you’ll find in the Profile tab:
Full Name: View and edit the team member's full name. Got a typo? No worries, just correct it here.
Email Address: View the email address. This is handy if you need to send a quick email or double-check their contact info.
Phone Number: View and edit the phone number. Because sometimes, people do change their numbers!
Billable Target/KPI: Set targets to keep everyone on track. This is where you can define what success looks like for this team member.
Role: Assign roles; Team Member or Admin. (Team Members have restricted access, while Admins have full access to all participants, invoicing, and administrative data)
Uploads Tab
This is where you can upload documents and files to a team member’s profile. Once uploaded, you can:
Define Document Type: Choose from our list of document types or set a custom type if needed.
Set Expiry Date: For documents with a validity period like National Police Checks, you can set an expiry date to keep everything up to date. Remember to hit the Update button to save any changes you make.
Final Thoughts
Managing your team member profiles in Coordinoter is designed to be as intuitive and efficient as possible. With these tools at your disposal, you’ll be able to keep your team organised, compliant, and ready to tackle any challenge that comes your way. Happy managing!