How to edit a team member

Hey, Sales Engagement Tool users!

Ready to customize your team roles like a pro? 🌟

Edit settings effortlessly in order to manage your team members, adjusting roles, permissions, or even assigning specific seats for optimal task alignment. Save and confirm changes under Team Members to keep everything streamlined. This setup allows an efficient making of a team customization ✈️👥 

Step 1: Head to Team Members tab

Your first move choose a team and to head over to the Team Members tab—your control center for all things team member-related! It’s where the magic happens. 👩‍💻👨‍💻

Step 2: Search for Your Team Member

Got a specific team member in mind? Use the handy search bar to find them. Just type in their name and—bam—there they are! 🔍

Step 3: Click on 'Edit'

Next to your team member’s name, you’ll see the three dots menu (you may need to scroll to the right a bit) and click on 'Edit team member' button. Go ahead and click it to start customizing their role to fit your team’s needs. ✏️

Step 4: Customize Permissions

Now you’re in the edit screen, and here’s where you can get creative! 🎨 Change their role, add a new one, remove an old one, or even create a custom role if you’re feeling adventurous. Example:

Curious about Custom Roles? Learn more here, and explore all Role options in our system.

Step 5: Assign Specific Seats

Want them to handle certain areas? Assign specific seats to give them the exact tools they need for their tasks. It’s like equipping them with their own personalized toolkit! 🔧

Step 6: Submit Your Changes

Once you’re happy with the updates, hit 'Save'. And just like that—your changes are live and ready to go! 💫

Step 7: Check Your Work

Take a quick look at the Team Members tab to see your changes in action. Everything look good? 👀

And that’s it! Managing team roles has never been easier. We hope this guide makes your role-editing experience smooth, fun, and stress-free. 😄

Happy team managing, and enjoy your Sales Engagement Tool journey! ✈️🚀