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      2. Team

      What is the Team page in Protiv and how do I use it? 👥

      The Team page in Protiv is your central hub for managing your team members and their roles within the platform. 💼

      The Team page in Protiv is your one-stop shop for managing everything related to your team members. It's where you can:

      • Create new team member accounts: Add new employees to your Protiv team. 🆕

      • Edit existing team member information: Update details like names, wages, and roles. ✏️

      • Organize user accounts: Assign roles and permissions to ensure everyone has the right access. 🔒

      • Invite team members: Send invitations to new employees to join your Protiv team. ✉️


      Navigating the Team Page       🗺️

      The Team page is on the left side of your Protiv dashboard. Once you're on it, you'll see a list of all your team members, along with their contact information, roles, and status.

      Key Features of the Team Page 🔑

      • Search and Filter: Quickly find specific team members by name or filter by criteria like role, status, or date added. 🔍

      • Customizable Columns: Choose which information you want to see for each team member, such as name, email, wage, role, and more. 📊

      • Bulk Actions: Perform actions on multiple team members at once, like sending invites or disabling accounts. 🛠️


      Adding a New Team Member       🧑‍💼

      1. Click the orange "New Team Member" button in the upper right corner.

      2. Fill in the required fields:

        • First Name

        • Last Name

        • Wage (without burden - the hourly rate the worker is paid)

        • User Type (Admin, Manager, Crew Lead, Worker)

        • Mobile Number (for text notifications)

        • Email Address

      3. (Optional) Toggle "Auto Send Invite" to send an invitation email automatically.

      4. Click "Save and Close" or "Save and New" to add another team member.


      Editing a Team Member       ✏️

      1. Find the team member you want to edit using the search bar or filters.

      2. Click the three dots next to their name and select "Edit."

      3. Update the necessary information and click "Save."


      User Types and Roles       👥

      • Admin: Full access to all features and settings.

      • Manager: Can manage specific teams and access most features.

      • Crew Lead: Oversees workers and manages ProPay assignments.

      • Worker: Limited access, primarily to view their own performance and job updates.


      Pro Tip:       Keep your team's information up-to-date to ensure everyone has the correct access and permissions. 🔄