Team Settings: How to manage your team on Edvisor

(Admins Only) Learn how to add new team members, create custom roles, and manage permissions within Edvisor.

The settings section of Edvisor allows you to manage your team and control the permissions they have to access different sections of the platform.

🔹 Simply click on your user icon at the top right corner of the screen > Settings > Teams

Within this tab, you'll be able to:

• Add new team members
• Create custom roles
• Manage your team and user permissions
• Delete users

Adding New Team Members

To ensure your team can collaborate effectively, you need to create a user for each of your team members on Edvisor by following these steps

1. Click on "+ New Team Member"
2. Fill in the new member's details: Enter the name, email, and role of the new team member.
3. Click Save: This adds the new team member to your organization, granting them access based on their role.

Creating Custom Roles

Custom roles allow you to tailor access and permissions for your users, to fit the specific needs of your organization. Here's how to create new roles:

1. In the Team Settings tab, scroll down to the Roles section: This section lets you view and manage all existing roles.
2. Click on "+ New Role": This option allows you to define a new role with specific permissions.
3. Enter the role name and description: Provide a clear name and description to identify the role's purpose.
4. Check the boxes for the permissions you want to assign: Customize what tools and features users in this role can access.
5. Click Save: This creates the new role with the specified permissions, making it available for assignment to team members.

Managing Team Members and User Permissions

You can add or change a user's role at any time within the "Manage Team Members" section at the top of the team settings page. To do this:

1. Hover your mouse over the team member you want to modify.
2. Click the pencil icon that appears to edit their personal details or role.

💡 This allows you to easily update user information and permissions as needed.

Deleting a Team Member

If a team member leaves your organization or no longer requires access to Edvisor, you can delete their account to maintain security. Here's how:

1. Hover your mouse over the team member you want to modify.
2. Click the bin icon that appears to remove that user. Alternatively, you can click the pencil icon to edit their information and select "Delete" to remove the team member.