Team

Introduction

Orthogramic Team Management provides comprehensive instructions for managing your team within the Orthogramic application. Effective team management is crucial for streamlining operations, ensuring proper role assignment, and maintaining organized user management.

Conclusion

By following the instructions in this guide, administrators and team leaders can efficiently manage their teams within Orthogramic. Proper user and role management is essential for maintaining an organized and effective team structure, ensuring that all members are aligned with the organization's goals and operations.

Team Management

Creating a New User

1. Select Settings > Team to navigate to the User Management section from the main dashboard.

2. Click on the "Add new user" button to open the user creation form.

3. Fill in User Details:

   • Full Name: Enter the first and last name of the user.

   • Email Address: Provide a valid email address.

   • Type: Select the appropriate type for the user from the dropdown menu.

   • Role: Select the appropriate role for the user from the dropdown menu.

   • Organisation unit: Choose the organisation unit the user belongs to.

   • Status: Set the user status (Active/Inactive).

4. Save User: Click the "Save" button to create the new user. The user will receive an email to complete the registration process.

Deleting a User

1. Locate the User: Use the search function to find the user you want to delete.

2. Open Delete Modal: Click on the "Delete" button next to the user's name.

3. Confirm Deletion: Confirm the action by clicking "Delete" in the confirmation modal. The user will be permanently removed from the system.