How to assign team members

Option 1: From Admin Settings

1. Go to Admin Settings in the left-side menu.
2. Click the Team’s name or the pencil icon on the far right.
3. Scroll down to Members.
4. Click the “Select” search field or the + Add New Member button.
5. Select one of the names from the dropdown menu. You can also start typing the name to filter the results.
6. Select a role.
7. Click Save. A confirmation message will appear once the changes are saved.

Option 2: From Employees

1. Click Employees in the left-side menu.
2. Go to Directory.
3. Click the employee name or the pencil icon on the far right.
4. Scroll down to Positions.
5. Fill in the details if the employee has no position assigned. If adding another position, click + Add another position, then enter the details.
6. Click Save. A confirmation message will appear once the changes are saved.

Updated on: 01/04/2026