Manage & Create Team Member
This section contains essential information and usage guidelines for managing and creating partner team members inside Agency panel.
What is Team Members?
Team Members allows account owners and admins to add and manage internal users who can access the Agency features. You can assign roles, control permissions, activate or deactivate access, and maintain structured team collaboration from one centralized location.
Benefits of Team Members
👥 Easily manage internal user access from one dashboard.
🔐 Assign role-based permissions for secure platform usage.
⚡ Activate or deactivate members instantly.
📊 Improve accountability with structured access control.
🧩 Maintain smooth collaboration across teams.
How to Use Team Members
1. Access Team Members
Go to the “Partner Team” section from the left sidebar.
You will land on the “Members” tab by default.
2. Create a New Member
Click on the “Create Member” button.
Fill in the required details:
Name* – Enter the team member’s full name.
Email* – Provide the team member’s email ID, which will be used by the member to log in to the panel.
Phone Number – Enter the team member’s contact number.
Select Role* – Choose the appropriate role that defines the member’s access permissions in the panel.
Profile Icon* – Upload a profile picture for the team member.
Password* – Set a password that the member will use to access the panel.
Confirm Password* – Re-enter the password to confirm it.
Click “Create Member” to save or click “Discard” to cancel.
3. Manage Existing Members
Use the Search bar to quickly find a member by name or email.
Use the Status toggle to activate or deactivate access.
Click the Edit icon under the Action column to update member details.
Clicking on Update button will update the details.
Click the Delete icon to permanently remove a member.
🎉 Congratulations, you have successfully completed this section!
Team Members FAQs
Can I temporarily disable a team member?
Yes. Use the Status toggle to deactivate them. This blocks login access without deleting the account.
What happens if I delete a team member?
Deleting a team member permanently removes their access and associated permissions. This action cannot be undone.
Is email mandatory while creating a team member?
Yes. A valid and unique email address is required for each team member.
Can I change the role of a team member later?
Yes. Use the Edit option to update their assigned role at any time.
Can we bulk delete the Team members?
Yes. By selecting the checkboxes in front of the users will enable the delete button.
Support
If you still have questions for our team, write to us at [email protected]. We’ll get back to you within 48 hours.
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