Team Members

Company Settings → Team Members lists everyone who works in your company. Team members can be assigned to calendars, products, Service Areas and orders, and can sign in to the platform with the permissions you give them.

Add a Team Member

1. Go to Team Members and click Add Member.

2. Enter the person’s name, phone, email, home address and Job Title.

3. Set the roles:

   • Service Provider — this person delivers services and can be assigned to calendars, products and orders.
   • Admin role — full access to all company settings and data.

4. Pick a Label Color — the colour of the member’s avatar on orders and calendars.

5. Under Permissions, tick what a non-admin member can access: View Tours, Edit Tours, View Orders, View Customers.

6. Click Add Member.

Note

A member shows as Approved on their card once their account is active. Use the ⋯ menu on a card to edit or remove them.

Where Team Members are used

• Calendars — who works on which calendar.
• Products — who can deliver each service.
• Service Areas — who covers which region.
• Orders — the Members column shows who is assigned to each shoot.