Teams Management

The Teams page provides a comprehensive view of all your team members, showcasing their essential information in one place.

On this page, you can grow your team by inviting new members and manage their status easily by activating or deactivating them as needed.

You can also view your virtual users and seamlessly convert them into real users at any time.

The Teams page offers Role Label Mapping, making it easy to match user roles with preferred labels for smoother management.

You can quickly modify your team members' roles as needed.

People with lower roles won’t see those in higher roles in the list.

The Teams page is where key financial details for your team members are entered to enable automated calculations in the Financial Forecast feature. (Accessible for Finance Admin roles and higher).

This page is accessible to people with an Admin role or higher.

Simply select 'Team' from the header to access the Teams page.