Team page

This section explains how new team members can be added to the company, how a role can be assigned to the team member, and how the team member can be linked to one or more departments.

Adding a Team Member:

Step 1 

Click on the "New User" button to add a new team member.

Step 2 

Fill in the team member's account details (username, email address, and password). All fields in the "Account Details" section are mandatory. 

Step 3 

Next, fill in the personal profile, including the first name, last name, and preferred language. The preferred language can be changed later in the profile.

Step 4 

In the "Rights and Access" section, determine a role and access to business locations for the new team member. The "Role" options include Scout or Manager. The scout is responsible for conducting scout sessions, while the manager has a hierarchical role above the scout. In practice, the manager may perform similar tasks as the scout but is primarily involved in reviewing scout sessions and making analyses based on them. The "Role" field is mandatory.

Afterward, click on "Add New User." It is then the responsibility of the person who created the account for the team member to inform the team member.

Note: The team member must use the username to log in and not the email address.