Managing a team effectively is crucial for any business, and tools like Phox make it seamless to add and edit team members. Whether you're expanding your team or updating roles and permissions, Phox's intuitive interface simplifies the process. Here's a step-by-step guide on how to add and edit team members in Intercom.
Adding New Team Members
1. Access Account Settings
- Look for the account tab at the top right corner of the page, identified by two initials.
- Click on this tab to unveil a dropdown menu.
- Choose the "Team" option from this menu to proceed.
2. Add New Team Member
- Locate a button labeled "Add Team Members" on the right side of the page.
- Click this button to move forward with the addition.
3. Enter Team Member Information
- Fill in all the required fields with the new member's information, ensuring accuracy.
4. Set Permissions
- Specify the user’s permissions based on their role and responsibilities within the team, tailoring access as needed.
5. Save and Confirm
- After checking the information and permissions, click “Save.”
- The new team member will now be successfully added to your system, ready to contribute to your team’s efforts.
Editing Team Members
1. Navigate to Team Page
- Click on the account tab at the top right corner of the page.
- From the dropdown menu, select “Team” to access the team page.
2. Find Team Member to Edit
- Find the team member you wish to edit.
- Click on the pencil icon under the “Amend” section next to their details to initiate editing.
3. Edit Information or Permissions
- Update the team member's information or permissions as required, ensuring they have the access needed for their role.
4. Confirm Changes
- Click “Save” to confirm the updates.
- The team member's profile will be updated with the new information or permissions, reflecting their current role within the team.
How to Delete Team Members
1. Access Team Management:
- Go to the team page by clicking on the account tab and selecting “Team” from the dropdown.
2. Identify Member to Remove:
- Find the team member you intend to remove.
3. Initiate Deletion:
- Click on the garbage icon under the “Delete” section next to the team member's details.
4. Confirm Deletion:
- Follow any confirmation prompts to finalize the removal of the team member.
- Note that this will retain any work or data entered by the team member, but they will no longer have access to log in or out.
Adding and editing team members in Phox is designed to be user-friendly, ensuring that your team can adapt and grow with your business needs. By following these simple steps, you can maintain an efficient, responsive team setup, ready to handle the dynamic challenges of your business environment.