Team Management

This page contains the information regarding Partner Team Management

Managing a platform single-handedly can be overwhelming for an admin. To ensure smooth operations and provide the best experience for your customers without delays, the Partner Section allows you to add team members to your account. This feature helps you build a collaborative team to manage the platform more efficiently.

This is the home screen of White label Partner Panel. Click on "Partner Team" available in the left panel.

Roles

Step-by-Step Guide to Creating a Role

1. Navigate to the Partner Team Section

   • Log in to the Partner Panel.

   • Go to the Partners Team section.

   

   • Locate the Roles subsection.

   
2. Access the Create Role Feature

   • In the Roles subsection, click on the Create Role button (refer to the screenshot for guidance).

3. Provide a Role Name

   • Enter a name for the role that reflects its purpose. Examples:

     • Live Agent: For a team member who can only view live agent details.

4. Write a Short Description

   • Add a brief description of the role. This helps you and others understand the permissions assigned to the role in the future.

   Example:

   • "This role contains permission for the Inbox panel so that a gent can manage live chat request."

1. Define Role Permissions

• Assign permissions to the role by selecting from the available options.

• Each permission has three action checkboxes:

  • Read: Allows the agent to view information only.

  • Write: Allows the agent to edit information (automatically includes Read permission).

  • Delete: Allows the agent to delete information.

  

Example:

• To create a role where the agent can only view details:

  • Check Read under that particular permission.

• To allow editing details:

  • Check Write (this will also select Read automatically).

• To allow deleting subscription details:

  • Check Delete (this will also select Write and Read).

1. Create the Role

   • After defining the permissions, click on the Create Role button (refer to the screenshot for reference).

Additional Notes

• Once the role is created, you can assign it to a team member during their addition to the panel.

• You can edit or delete roles from the Roles subsection if needed.

Guide to Adding a Team Member

1. Navigate to the Partner Team Section

   • Log in to the Partner Panel.

   • Go to the Partners Team section.

   • Locate the Members subsection.

2. Access the Create Member Feature

   • In the Teams subsection, click on the Create Member button (refer to the screenshot for guidance).

   
3. Fill in Basic Details

   • Name: Enter the name of the team member (e.g., John).

   • Email: Provide the team member’s email address. An automated email will be sent to this address (e.g., [e-mail]) to notify them about their addition to the Partner Panel.

   • Phone Number: Enter the team member’s phone number. This will be used for scenarios such as transferring chats to WhatsApp.

   
4. Assign a Role

   • Select a role for the team member from the dropdown menu (For example: Test). The role defines the permissions the team member will have.

   • If the required role is not already created, you can create it by clicking the button in the dropdown menu. Refer to the Creating Roles section above for guidance on defining a new role.

   
5. Upload a Profile Picture

   • Add or upload a profile picture for the team member to personalize their account.

6. Set a Password

   • Create a strong password for the team member and confirm it by entering it again in the confirmation field.

   
7. Create the Team Member

   • Once all details are filled in, click the Create Team Member button (refer to the screenshot for reference).

Managing Team Members

From the Teams subsection, you can also:

• View a list of all team members.

• Edit details of existing team members.

• Delete team members if they no longer need access.

By following these steps, you can effectively manage team members and their permissions withn the Partner Panel.