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Team Management

Comprehensive user and team administration for managing employees and organizational structure

Access Required: hasManagementAccess permission

User Management

Create, edit, and manage employee accounts

Team Organization

Organize employees into teams and assign leadership

Permission Control

Manage user access and capabilities

Purpose and Overview

The Team Management system provides comprehensive tools for managing employees, teams, and organizational structure. This system enables administrators to create and manage user accounts, organize teams, and control access permissions across the platform.

Key Features

User Creation and Management

Complete user lifecycle management from creation to profile updates

  • • Manual individual user creation
  • • Bulk user creation via CSV import
  • • Automatic password generation and welcome emails
  • • Comprehensive user profile editing

Team Assignment and Leadership

Organize employees into teams with leadership hierarchy

  • • Add users to multiple teams
  • • Assign and remove team leader roles
  • • Team membership management
  • • Organizational structure visualization

Permission Management

Granular control over user access and capabilities

  • • Role-based permission assignment
  • • Feature access control
  • • Permission inheritance and hierarchies
  • • Security and audit logging

Team Metrics Dashboard

Overview of organizational statistics and metrics

  • • Total employee count
  • • Number of teams in organization
  • • New hires in last 30 days
  • • Organizational growth tracking

User Management Functions

Create New Users

Manual Creation

Individual user setup process

  • • Required: First name, last name, email
  • • Optional: Department, position, phone
  • • Automatic password generation
  • • Welcome email with credentials

CSV Import

Bulk user creation from spreadsheets

  • • Support for CSV and Excel files
  • • Bulk user creation capabilities
  • • Data validation and error handling
  • • Preview before importing

Edit User Information

Personal Details

  • • Name and contact information updates
  • • Phone number and address changes
  • • Emergency contact information
  • • Profile picture and avatar management

Work Information

  • • Department and position assignments
  • • Work location and remote work status
  • • Employment start date and tenure
  • • Job title and role descriptions

Employment Status

  • • Full-time, part-time, contract status
  • • Hourly vs. salary classifications
  • • Intern and temporary worker designations
  • • Active, inactive, or terminated status

Team Assignment

Team Membership

  • • Add users to teams
  • • Remove team membership
  • • Multiple team assignments
  • • Cross-functional team support

Leadership Roles

  • • Assign team leader roles
  • • Remove leadership positions
  • • Hierarchy management
  • • Reporting structure setup

Permission Management

Available Permissions

hasManagementAccessFull administrative control
canEditCreateUsersUser management capabilities
canAccessInsuranceTrackerInsurance management access
canAccessPTOTrackerPTO management access
canPostTrainingTraining content creation
isManagerBasic manager permissions

Permission Assignment Process

1

Access Team Management

Navigate to Team Management tab (requires hasManagementAccess)

2

Select User

Choose the user to modify from the user list

3

Manage Permissions

Click permissions action to open permission management interface

4

Select Permissions

Check or uncheck permission boxes based on user role requirements

5

Save Changes

Apply the new permission set to the user account

User Actions and Operations

View and Edit

  • • View complete user profiles
  • • Edit personal and work information
  • • Update contact details
  • • Modify employment status

Account Management

  • • Delete user accounts when necessary
  • • Deactivate accounts temporarily
  • • Reset passwords and credentials
  • • Manage account security settings

Team Operations

  • • Add users to teams
  • • Remove team memberships
  • • Assign leadership roles
  • • Manage team hierarchies

Permission Control

  • • Grant specific permissions
  • • Revoke access rights
  • • Set role-based access
  • • Monitor permission usage

Best Practices

Security and Access Control

  • • Follow principle of least privilege when assigning permissions
  • • Regularly review and audit user permissions
  • • Remove access for inactive or terminated employees
  • • Document permission changes and justifications

Data Management

  • • Keep employee information current and accurate
  • • Validate data during bulk imports
  • • Maintain consistent naming conventions
  • • Regular backup of user data and settings

Team Organization

  • • Establish clear team structures and hierarchies
  • • Assign appropriate team leaders
  • • Ensure proper reporting relationships
  • • Regular review of team assignments

Troubleshooting

Common Issues

  • Import Failures: Check CSV format, validate required fields, ensure data consistency
  • Permission Issues: Verify hasManagementAccess permission, check role assignments
  • User Creation Problems: Validate email addresses, check for duplicates
  • Team Assignment Errors: Verify team exists, check user permissions
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