Add Team Members

In this section, you can add individual users to your team by filling in relevant details such as their username, full name, contact information, address, and role within the organization. You will also assign them to a specific team and role, including permissions. Ensuring accurate input of this information is crucial for proper coordination within the organization, as well as for task assignment and tracking of responsibilities. Once all necessary details are entered, you can save the new team member's profile and begin integrating them into the organization’s workflow.

Prerequisites: Account owners and those with administrator access.

Instructions

1. After completing each stage of Step 1: Setup Company during your onboarding with Suprata, you will see Step 2: Create Your Team expand on the welcome banner. Alternatively, you can click on the tab to expand it.
   
   
   
   
   
   
2. In Step 2. Create Your Team, you will see the hyperlink: Add Team Members. Click here to enter the Manage Users page.
   
   
   
   
   
   
3. Click Add User to enter the page.
   
   
   
   
   
   
4. Fill in all relevant fields:
   
   Username: The name the user will use to log in.
   
   First and Last Name:
   
   Primary Phone number
   
   Alternative Phone Number
   
   Primary SIP Endpoint: The Primary SIP Endpoint is used with the phone-link dialler to connect a user’s device to the company's VoIP service for making and receiving calls.
   
   Alternative SIP Endpoint
   
   Email Address: Used for Password Resets and notifications
   
   Roles: Please see link for further explanation Add Roles (Link)
   
   Team: This is to indicate what team the user is on (e.g. Level 1 Tech, Level 2 Tech, Installer, etc.). It helps with the management of dispatching.
   
   Manual Password Reset: Here a Password can be changed on behalf of the user.
   
   Upload Image: You may upload an image of the user here under Picture > Choose File.
   
   
   
   
5. Once complete, click Save.
   
   
   
   
6. The page should refresh and return you to the Manage Users page where you will now see your added user.
   
   
   
   
   
   
7. To continue Company Setup, please click the link Continue Setup at the top of the page.