What is Team management and how it works?
Posted by BizOmart HelpDesk - Manish Parihar on 06 August 2018 04:48 PM

Here you can manage, assign roles and give privileges to team members.
Here you can Add New user to manage your account by using Add Team Member button located on the top right corner in the section. You will be asked to provide the Name and email of your users.

You will be redirected to a new page where you can assign role to the user by selecting the User Level and give access of business to that user by select a respective business. There are 3 users level are available in the list.
To the Admin level, provide access of top level privileges like Manage Installation, Mange Projects, Manage Team etc. Same settings for Marketer, provide the access of midlevel privileges like create project, delete project, add campaign, delete campaign etc. and the Analyst users level provide the access of limited privileges like access of Reports, View basics etc.
There is an additional option in this menu title Custom and it will allow you to grant privileges of choosing to new user.
Then you can Assign User name.
Once you set up your new user, simply click on Save.

Now here you can check the list of all your created Team Member along with their Name, Email, Role which they have.
You will be able to edit and delete them any time as well under the Action Tab.
You can also search the member using search bar and show the number of entries per page as per your needs.
Then, second is Subscribers.

Here you can manage and get the list of your subscribers which visit your store or purchase the products from your store.
You can check the list of all your Subscribers along with their Name, Email, Contact No. etc which they have. Here you can manage your subscribers by click on the Integration Settings button which is located on the top right corner in the section.
If you want to save the lead or details of your subscriber in your Autoresponder then select your Autoresponder from dropdown, and the respective list in which you want to save it and then click on Save Details.

If you want to save your subscriber information in CRM, then select your CRM from the dropdown and the respective List.

Similarly, if you want to save your subscriber information for your Webinar, select Webinar from the dropdown and its respective list.

And then click on Save Details button.
So, this is all about the User management and Team Management.
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