Advanced7 min read

Team & Staff Management

Add team members, set permissions, and collaborate efficiently

Last updated: Nov 28, 2023

Author: HR Team

Category: team

Step-by-Step Guide

1. Adding Team Members

Profile → Team Management → Add Member → Enter details and permissions

Detailed Steps:

Go to your profile settings
Select 'Team Management'
Click 'Add New Member'
Enter team member's details
Set appropriate permission levels

2. Permission Levels

View Only: Can see but not edit → Editor: Can manage products/orders → Admin: Full access (except finances)

Detailed Steps:

View Only: Ideal for new team members
Editor: Can manage listings and orders
Admin: Full system access (no financial access)
Owner: Full access including financials

3. Invitation Process

Team member gets WhatsApp invitation → They sign up via link → Access their own dashboard

Detailed Steps:

System sends WhatsApp invitation
Team member clicks invitation link
They complete registration
Access their personalized dashboard
Start working immediately

4. Managing Access

Adjust permissions anytime → Remove access if needed → Track team activity

Detailed Steps:

Modify permissions in Team Management
Remove team members when needed
Track login activity
Monitor order processing
Generate team performance reports

Pro Tips & Best Practices

Start with 'View Only' permissions for new staff
Use real names for better organization
Create a team communication channel
Regularly review permission levels
Provide training for new features

Important Warnings

Never give financial access to all staff
Remove access immediately when staff leaves
Monitor for suspicious activity
Keep owner credentials secure

Quick Actions

Related Guides

Complete Store Management

12 min read

Wallet Setup & Security Guide

8 min read

Need Help?

Our support team is here to help you implement this guide.

Guide Stats

Steps

Tips

Advanced

Level

7 min read

Duration

Ready to Implement This Guide?

Start applying these steps to grow your business on NoxManage today.

Advanced7 min read

Team & Staff Management

Add team members, set permissions, and collaborate efficiently

Last updated: Nov 28, 2023

Author: HR Team

Category: team

Step-by-Step Guide

1. Adding Team Members

Profile → Team Management → Add Member → Enter details and permissions

Detailed Steps:

Go to your profile settings
Select 'Team Management'
Click 'Add New Member'
Enter team member's details
Set appropriate permission levels

2. Permission Levels

View Only: Can see but not edit → Editor: Can manage products/orders → Admin: Full access (except finances)

Detailed Steps:

View Only: Ideal for new team members
Editor: Can manage listings and orders
Admin: Full system access (no financial access)
Owner: Full access including financials

3. Invitation Process

Team member gets WhatsApp invitation → They sign up via link → Access their own dashboard

Detailed Steps:

System sends WhatsApp invitation
Team member clicks invitation link
They complete registration
Access their personalized dashboard
Start working immediately

4. Managing Access

Adjust permissions anytime → Remove access if needed → Track team activity

Detailed Steps:

Modify permissions in Team Management
Remove team members when needed
Track login activity
Monitor order processing
Generate team performance reports

Pro Tips & Best Practices

Start with 'View Only' permissions for new staff
Use real names for better organization
Create a team communication channel
Regularly review permission levels
Provide training for new features

Important Warnings

Never give financial access to all staff
Remove access immediately when staff leaves
Monitor for suspicious activity
Keep owner credentials secure

Quick Actions

Related Guides

Complete Store Management

12 min read

Wallet Setup & Security Guide

8 min read

Need Help?

Our support team is here to help you implement this guide.

Guide Stats

Steps

Tips

Advanced

Level

7 min read

Duration

Ready to Implement This Guide?

Start applying these steps to grow your business on NoxManage today.