The Create Team Member form is designed to add new members to the team with customizable roles and communication settings.
1. Accessing the Create Team Member Form
From the Team Members page, click the Add Team Member button (represented by a person icon with a "+" symbol) in the top-right corner.
A modal titled CREATE TEAM MEMBER will appear.
2. Filling Out the Team Member Details
Complete the following fields:
First Name:
Enter the first name of the team member.
Last Name:
Enter the last name of the team member.
Email:
Provide the team member’s email address.
Language:
Select the preferred language for communication (e.g., German).
Entity:
Assign the team member to an entity or division within the organization.
Roles:
Choose the role(s) assigned to the team member. Please select one of the predefined options:
Admin: Full administrative privileges.
Finance: Access to financial management tools.
Operations: Access to Approval Emails
ReadOnly: Reading access only
3. Configuring Communication Preferences
Enable or disable email notifications for specific types of correspondence.
By adjusting the toggles you can individualize the emails:
Approval emails: Toggle to send emails related to approval requests.
Sign-up emails: Toggle to allow notifications for sign-ups.
Mobility Invoice emails: Toggle to send emails about mobility-related invoices.
Fees Invoice emails: Toggle to notify about fees-related invoices.
Account Statements emails: Enable for account statement updates.
External Invoice emails: Enable to receive external invoice correspondence.
Mobility Report emails: Enable notifications for mobility reports.
T&C emails: Toggle to allow emails about terms and conditions.
4. Saving the Team Member
Click SAVE to add the team member with the configured settings.
To cancel without saving, click CANCEL.