# Manage Team

This page provides organizations with the ability to manage their team members, including adding, editing, and deleting team members, and assigning user roles and permissions. This page is used to manage the access and permissions of the various users who have access to the NextBee Insights Dashboard.

# List of Team Members

The Team Members page under the Manage Team tab in NextBee Insights Dashboard displays a list of all the team members associated with the loyalty program. The list includes columns such as ID, First Name, Last Name, Email Id, Role, Status, and Action.

Users can add new team members by clicking the "Add Member" button in the top right corner of the page. This opens up a new form where users can enter the details of the new team member such as their first name, last name, email address, and assign them a role.

The list of team members can be filtered by using the data filter feature provided on the page, and can be paginated to display 10, 20, 50, or 100 items per page.

The "Action" column in the list contains an edit icon that, when clicked, takes the user to the details view of the team member. From there, the user can edit the team member's details, change their role, and update their status.

Overall, the Team Members page provides businesses with the ability to manage their team members' access to the NextBee Insights Dashboard and ensure that only authorized users have access to the platform.

# Create New Team Member

This form allows the organization to create a new team member and assign them a role within the NextBee Insights Dashboard. The form captures basic details such as the first name, last name, email address, and member role. The member role can be one of the following: Customer Service Agent, Data Logger, Campaign Manager, Developer, or Administrator.

Depending on the selected role, the form may include additional sections such as "Allow Access to Organizations" and "Allow Access to Programs". These sections allow the organization to specify which organizations and programs the team member will have access to within the NextBee Insights Dashboard.

Once the basic details and access permissions have been set, the organization can save the new team member and the member will be added to the team member list in the Manage Team tab.

# Update Team Member

The Update Team Member page allows for the editing of the team member's details. The page is divided into four sections depending on the team member's type.

The first section is Basic Details, where you can update the team member's first name, last name, email address, and role.

The second section is Allow Access to Organizations, which allows you to select which organizations the team member can access. The organizations are listed with a checkbox next to each, and you can select which organizations to grant access to.

The third section is Allow Access to Programs, which allows you to select which programs the team member can access. The programs are listed with a checkbox next to each, and you can select which programs to grant access to.

The fourth section is Change Password, which allows you to update the team member's password. You can enter the new password twice for confirmation.

If the team member type is an Administrator, they will have access to all programs and organizations, so the Allow Access to Organizations and Allow Access to Programs sections will not be available.

# Allow Access to Organizations

This form allows you to specify which organizations a team member has access to. It displays a list of all the organizations that are currently configured in your NextBee Insights Dashboard, along with a checkbox next to each one. You can select any number of organizations to grant access to the team member.

Once you've selected the organizations, the team member will be able to see all the data related to customers and activities for those organizations. This includes things like customer profiles, purchase history, and activity logs. By default, team members have access to all organizations, but you can use this form to restrict their access as needed.

# Allow Access to Programs

This form allows you to grant access to specific loyalty programs for team members. It lists all the available loyalty programs and their corresponding checkboxes. You can select any number of programs to map with the team members. Once the programs are mapped, team members will have access to all the data related to customers and activities associated with those programs.

This feature is useful in scenarios where a team member is responsible for managing specific loyalty programs within the organization. By granting access to only the relevant programs, you can ensure that team members have access to the information they need to perform their job effectively without giving them access to unnecessary data.

# Change Password

The Change Password screen of the Team Member allows the user to update their password. This screen has two fields: Password and Confirm Password. To update the password, the user needs to enter the new password in the Password field and confirm it by entering the same password in the Confirm Password field. Both passwords must match for the change to be successful.

The password should be at least 8 characters long and must contain at least one number, one upper case letter, one lower case letter, and one special character from the following: !@#$%^_&*. The user should ensure that the new password meets these requirements before submitting the form.

Once the user submits the form, the new password will be saved, and they will be redirected back to the Update Team Member screen.