Manage your team — add new staff, configure roles and permissions, and track performance. This module is primarily for managers and administrators.

Lessons in This Module

  1. Create accounts for new team members with login credentials and assignments.
  2. Configure access levels so staff see only what they need.
  3. Monitor staff activity, productivity, and revenue contribution.

Prerequisites

  • Manager or admin access level
  • Familiarity with all previous modules (staff need to be trained on what they can access)

What You'll Learn

TopicKey Skills
Staff accountsCreating, editing, deactivating accounts
Access controlRoles, permissions, location assignments
PerformanceMetrics, activity tracking, reporting