Manage your team


Add employees to your team

To add a team member, please proceed as follows:





Link teammember to portal

Immediately after adding your teammember to your team, a pop-up will appear




Complete following information about the team member / manager:











Complete PQ























After completing the PQ, the PQ status will be changed to 'uploaded', as you can see on the PQ page and under 'my team'.

Change the PQ level



Send credentials

First time





Reset password from teammember






Send message to teammember




Add users to the portal at a later time

You can also add the role later by clicking the wheel


Complete PQ at a later time









































Inactivate teammembers

You can inactivate a user on 2 levels:

  • portal level: this user is no longer active on the clients' portal
  • company level: this user is no longer active in your company

Inactive on portal level




Inactive on company level


Option 1 : using the wheel 





Option 2 : Using menu below






 

Show users that are inactive on company level