Your team is going to need access to your TradeGecko account in the course of their work. Not only does TradeGecko allow you to easily grant them access but it also enables you to customize their experience based on what they need.
With User Permissions, your team members will be able to use TradeGecko exactly as they need to see it. Salespeople, product managers and retail managers can all have different experiences and only deal with exactly what is required. This customises the user experience based on role and ensures greater data security for your business.
Let's start with inviting your team members to your account.
Inviting Team Members
In the Account Settings> Company Details> Team Members
Click on ‘Invite Another Team Member’. A dialogue box will appear.
Enter the Team Member’s first/last name, email address, and role.
Click on ‘Send Invitation’.
A message will appear to confirm that the email has been sent to the new team member.
Your team member will need to click on the ‘Join your team’ link in the email sent to him/her.
You can now view the new Team Member in the list.
If your team member did not receive the email, you can click on ‘Resend Invitation’ located under the Team Member’s name and avatar.
Editing User Profiles
Once you’ve set up your team you can edit their profile information.
In order to make any changes to the User Profile;
Browse the Account Settings dialogue box and choose 'Team Members' from the menu bar.
Click on the profile you wish to edit.
In the following page, there are three columns:
User Name and Personal Details
Under this column, you will be able to edit the team member's Profile picture, Name, Role, Location, and phone numbers.
Email settings allows you to choose which emails, reports and notifications are sent to your users.
The Action Item Email notifies users when actions are required from them.