How to edit a team member

Hey, Skyleaders!

Ready to customize your team roles like a pro? 🌟

Let’s dive into how you can easily edit team member roles and make managing your crew a breeze! Follow these simple steps, and you’ll be fine-tuning your team in no time. 🌬️📝

Step 1: Head to Team Management

• Your first move is to head over to the Team Management page—your control center for all things team-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 scrol 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. (Curious about custom roles? Learn more here, and explore all role options in our system.)

• Example: 
                                     

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 under the team you chose to see your changes in action. Everything look good? Great! 👀

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 Skylead journey! ✈️🚀