Managing Your Team

This guide explains how to invite, manage, and remove team members in the Easyesuite system. Effective team management ensures that everyone has the appropriate level of access to perform their duties.

Accessing the Team Management Page

To access the team management page:

1. Navigate to Users in the main menu.
2. Select "Users" from the submenu.

This page displays a list of all active and invited users in your organization.

Adding New Team Members

You can add new users directly to your organization from the team management page.

1. On the Team Management page, click the "Add User" button.
2. A modal window will appear. Fill in the following details:
   • Email: The user's email address. This will be their login username.
   • First Name: The user's first name.
   • Last Name: The user's last name.
   • Password: Create a temporary password for the new user.
   • Roles: Select one or more roles to assign to the user. The roles determine their permissions and access level.
3. Click "Add User".

The user account is created immediately. You will need to securely share the login credentials (email and temporary password) with the new user so they can log in.

Managing Existing Users

The team management page provides a comprehensive overview of all users. From here, you can edit their details, manage their roles, and control their account status.

Viewing User Details

The user list typically displays the following columns:
- Name: The user's full name and email address.
- Roles: The roles assigned to the user.
- Status: Indicates whether the account is "Active" or "Inactive".

Editing a User

To edit a user's information:

1. Find the user in the list and double-click on their first name.
2. This will open a page or modal where you can update the following:
   • First Name and Last Name
   • Email Address: You can change the user's email address if needed.
   • Roles: Add or remove roles to adjust their permissions.
   • Account Status:
     • Active: The user can log in and access the system.
     • Inactive: The user is temporarily blocked from logging in but their account data is preserved. This is useful for temporarily suspending access without deleting the user.
3. Click "Save" to apply the changes.

Deactivating a User

Deactivating a User:
- Deactivating a user (setting their status to "Inactive") is the recommended way to suspend access. It prevents them from logging in while keeping their historical data intact (e.g., records of orders they created).
- You can reactivate the account at any time.

Note: Once a user account is created, it cannot be permanently deleted from the system.

Roles and Permissions

Roles are collections of permissions that define what a user can see and do within the application. By assigning roles, you can enforce your company's access control policies without having to manage permissions for each user individually.

• Assigning Roles: When adding or editing a user, you can select from a list of predefined roles (e.g., "Admin," "User," "Viewer").