🌟 Hello Skyleader! ☁️
Welcome to our informative article where we'll guide you through the world of team roles within Skylead! 📘
🔑 Understanding Team Roles: Owner, Admin, and Editor 🔑
- Discover the unique abilities and permissions of each role. We've laid out everything in the "Roles and Permissions" tab under Team Management. This is your dashboard for a clear overview and comparison, helping you assign the perfect role to each team member.
🌈 Custom Roles: Tailoring to Your Team’s Needs 🌈
- Alongside the basic roles, you'll also find Custom roles you've created. It's like having a tailored suit for each team member, fitting their specific skills and needs!
🚀 Assigning a Role: A Step-by-Step Journey 🚀
Invitation with Intent: When you invite a team member, you'll choose their role. It's like selecting the right player for a position in a sports team.
2. Seat Assignment: Next, decide which 'seat' or position in the team you'd like them to fill. This ensures everyone is perfectly placed.
🛠️ Special Permissions: For the Extra Touch 🛠️
- For team members who need to see invoices or add seats, there's an option to grant these specific permissions. It's like giving a trusted member the keys to the administrative kingdom!
- For the team members that can see and edit the Global blacklist for the team you can grant this permission to ban the lead from the kingdom! For more details on how to blaklist the leads, you can read here.
👥 Custom Roles for Specific Permissions 👥
- For those unique tasks or responsibilities, create and assign Custom roles. It’s like crafting a unique tool for a specific job.
Flexibility to Change and Edit Roles 🔄
- Changed your mind? No problem! The Edit button is your friend to modify roles as your team evolves. Click here to learn more about editing team members.
Remember, the right roles and permissions are like the perfect ingredients in a recipe – they make your team work harmoniously and efficiently.
✈️ Enjoy your Skylead experience and soar high with your team! ✈️