Concept of Team
Every member of the office is a Team Member. Team members login using their mobile number. In simple words, all office staff is considered as team member including owner/partners.
Example of Team Member
- Partner / Owner
- Article Assistant
Permissions (aka authorizations) are assigned at team member level. Once the person logs in he
Adding Team Member
The Name fields can be used to add categories to the client. What information you add to each of the name fields is upto you. But be consistent. When searching for the clients, all the name fields are considered.
A client needs to be part of a Client Group. This is a mandatory requirement.