The Team Members page provides a centralized interface to view, manage, and add team members within the organization.
1. Overview of the Team Members Table
The table displays key details about each team member, organized into the following columns:
Name:
The full name of the team member (e.g., Jordão, Gustavo).
Email:
The email address associated with the team member.
Start Date:
The date the team member started their role in the organization.
Role:
The assigned role of the team member. Roles can include:
Admin: Full administrative privileges.
Finance: Limited access for managing financial tasks.
Actions:
A menu (three dots) to perform additional actions like editing or removing the team member.
2. Filtering Team Members
Use the Search Bar at the top of the page to quickly locate team members by name or email.
Use the Status Dropdown to filter team members based on their status (e.g., Active).
3. Adding a New Team Member
Click the Add Team Member button in the top-right corner (represented by a person icon with a "+" symbol).
This action opens a form to input details for the new team member.
4. Managing Individual Team Members
Click the Actions Menu (three dots) next to a team member's entry for options to:
Edit: Modify their name, email, or role.
Deactivate: Change their status if they are no longer active.
5. Sorting Team Members
Click on the Start Date column to sort the table by the team members’ joining dates.
This functionality ensures that team member information is easily accessible and efficiently managed.