Hello there, Saleshandy users! 👋
Are you tired of juggling admin responsibilities and team member tasks within Saleshandy? Well, we've got some exciting news for you! 🎉
Imagine a world where team management is a breeze, where you can effortlessly assign roles, create teams, and monitor your team's performance, all from one place. That's exactly what we're bringing to you with our Advanced Team Management feature! 🚀
Advanced Team Management
Team Roles and Management
Say goodbye to just having Admins and Team Members. With our Advanced Team Management, you can now have roles like Owner, Admin, Team Manager, and Team Member. No more one-size-fits-all!
Users and Teams
We're also introducing two shiny new tabs, 'Users' and 'Teams,' where you can invite new members and create teams effortlessly.
Users
Users are individual account holders with distinct login credentials and personalized settings. They often hold different roles, such as Admins, Team Managers, or Team Members, which determine their access levels and permissions within the application.
Users enjoy a personal workspace where they manage their data and interact with contacts and prospects using Saleshandy features like email tracking and communication.
Teams
Teams are groupings of users created to foster collaboration and streamline workflows. Teams can be based on projects, departments, or specific organizational functions. Team members share resources like email templates, sequences, and contacts, ensuring consistency and efficient teamwork.
Team managers can oversee team-specific settings. Additionally, Saleshandy offers team-level reporting and analytics for monitoring team performance and activities.
How to set up Users and Teams?
📺Video Guide
🪜Steps to Follow
1️⃣ Users & Teams
Steps to Follow: Navigate to Settings > Users & Teams > Users > Click on Invite Users
2️⃣ Invite Users
Steps to Follow: Enter Email Addresses > Assign User Role (Member, Owner, Admin) > Assign Team (If you haven't created the team, it won't show anything).
Note: You can invite a maximum of 50 Email Addresses at Once, separated by a comma.
3️⃣ Assign User Role
Once you have invited the users, you can assign a role to a user and click on Send Invite.
User Roles have rights in the following hierarchy: Owner > Admin > Member.
Remember: You can also make Team Manager a part of another Team.
This is how it will look on the Users Tab once you have shared an Invitation. Users will receive an Email Invitation once they accept it; their current status will change from invited to active.
As an Owner, You'll be able to see what role they are on and what Teams they are on; apart from this; you'll also be able to see their Last login Details.
You can perform Actions such as
Change Role (You can change Role from Member to Owner or Admin)
Assign Team (If you've created multiple Teams, you can directly assign the Team.)
Delete the User
Resend Invite (If the user has not accepted the invite yet)
Copy User Id
Once you're done adding the Users, you'll be able to see all the users you've added, their User roles, and what teams they're on, and at last, you'll be able to see their last login as well.
4️⃣ Create Team
Steps to Follow: Navigate to Settings > Users & Teams > Teams > Click on Create Team
5️⃣ Add Team
Enter the Team Name > Add the Team members from the list > Select Team Manager from the Dropdown.
Note: Team Members List & Team Manager will only be visible if you have added the Users first.
6️⃣ Modify Team
Once you're done creating a Team, navigate to the Teams tab and click Modify if you want to modify it. If you want to Delete the Team, click on the Trash icon.
You can Update the Team Name, Add or Remove Team Members, and Add or Remove the Team Manager.
You can also modify the Settings from the Users Tab as well.
Once you're assigning the Team, you can select the team you want to assign the user from the dropdown.
Note: If you want the team member to be on all teams, select the checkbox that says Keep all teams assigned. It will automatically add the specific team member to all the newly created teams. Member will remain assigned even if new teams are added in the future. You can uncheck this option if you prefer manual assignment.
Once you're done assigning the team. You will see all the Teams, how many users are present in the team, who is the Team Manager, and when the Team is created.
Custom Roles and Permissions
Want even more control? You got it! Create custom roles and set their permissions just the way you like. Share sequences with teams across your entire account effortlessly.
Users
Assign/Unassign Roles after Invitation✉️
Owner: As an Owner, You can invite Admin, Owners, and new Team Members to join the Saleshandy account. 🌟
Role Assignment Management: As an Owner, you can Assign Roles (Owner, Admin or Team Member) while extending invitations. 🎶
Resend Invitations: Oops, someone missed the invite? No worries! Owners can resend invitations with a snap of their fingers. 🪄
Manager and Member Authorization: Owners hold the keys to the invitation kingdom. You can prevent Team Managers from inviting new team members and ensure Team Members don't go on an inviting spree. 🚫
Admin Capabilities: Admins, you're not left out! You can also add new team members to the Saleshandy account, helping your team grow effortlessly. 🌱
Team Assignment: Owners and Admins can assign team members to specific teams during invitations. Organization at its finest! 🏢
Role After Invitation 🎭
Role Adjustments Post-Invitation: Owners and Admins can perform role assignments even after sending the invite. It's like a backstage pass to user management! 🎤
Admin Consistency: Owners can ensure Admins don't remove each other, keeping the admin squad strong and steady. 💪
Admin Appointments: Owners can grant Admin roles to others for better team control. It's all about delegating power wisely! 🤝
Access Control: Got someone who shouldn't be an Admin anymore? Owners can remove Admin access from Team Members. Security first! 🔐
Role Transfers: Owners can pass on their "Owner" role to any trusted Admin when needed. Flexibility at its finest! 👑
User Management 🎉
Team Assignment: After the invite, Owners and Admins can assign users to specific teams. No more guesswork! 🧩
Team Member Invitations: Team Members, you're in! You'll receive invitations from Owners or Admins. Welcome aboard! 🚢
Member Overview 👀: Owners and Admins get VIP access to the 'Member' tab. See your team members listed neatly and clearly. 👥
User Insights: Know your team inside out! See the names and emails of your team members once they've accepted the invitation. Stay connected! 📧
Last Login Tracking: Track team activity with precision. Owners and Admins can see all users' last login date and time. Time is money, after all! ⏰
User Status Monitoring: Owners and Admins can keep tabs on user statuses – active, disabled, failed, or invited. Stay in the loop! 🔄
Role Identification: Owners can spot user roles at a glance – Owner, Admin, or Team Member, all neatly organized in a table. It's role clarity made easy! 👤
Remove/Disable the member🗑️
User Removal/Deactivation: Owners and Admins can swiftly remove team members who no longer fit the picture. Keep your team roster fresh! 🧹
Security Measures: Worried about a user? Owners, Admins, and Team Managers can disable or deactivate users, ensuring they can't log in. Stay secure! 🔒
Permission Plans 📜
Pro Plan Perks: Pro Plan users get access to the 'Member' tab but not the 'Team' tab. It's like having the front-row seats! 🎟️
Starter Plan Basics: Outreach Starter Plan users don't have access to Team Management or Users tab in general. Simplicity is key! 🗝️
Role-Based Privileges 🌟
Tailored Access: Team Members enjoy features and privileges based on their assigned roles within Saleshandy. It's all about the right fit! 👔
Teams
Team Creation & Control🌐
Virtual Team Building: Owners and Admins can create virtual teams with ease. It's like building your dream team virtually! 🌐
Team Member Additions: Admins can add individuals to specific teams, ensuring everyone's in the right place. Team harmony! 🎵
Multiple Team Membership: Team Members and Team Managers can join multiple teams with different roles. Flexibility at its finest! 🤸♂️
Team Manager Appointments: Owners can appoint Team Managers to lead within the virtual team structure. It's delegation made easy! 📋
Team Tab Access 🏢
Team Management Headquarters: Owners and Admins get the 'Teams' tab inside the New Team Management setting. It's where the magic happens! 🪄
Team Member Access: Team Managers and Team Members can access the 'Teams' tab. Team camaraderie at its finest! 🤝
Team Member Counts: All users can see the number of members in each team. Stay in the know! 📊
Creation Date Tracking: Users can check when each team was created. Keep track of your team's history! 🗓️
Team Member Insights: Team Members and Team Managers can see their fellow team members and managers. Team bonding, anyone? 🤗
Team Tab Management 🎵
Admin Authority: Admins can manage teams efficiently, including creating and deleting them. It's team control in your hands! 🕹️
Config Control: Owners and Admins can ensure team members and managers don't tinker with team configurations. Keep things consistent! 🔧
Team Manager Assignment: Admins can assign the Team Manager role to specific individuals within their team. Leadership in action! 📢
Role/User/Team Removal ❌
Role Removal: Owners can remove the Team Manager role from individuals if needed. Flexibility is key! 🗝️
Team Termination: Owners and Admins can delete teams when the time comes. It's about decluttering! 🧹
User Removal: Owners, Admins, and Team Managers can remove Team Members from teams if necessary. Keep your team aligned! 🚧
Team View & Customization📊
Team Member's View: Users can view their team members and their roles. Keep your team dynamics in check! 👥
Member Removal Power: Owners and Admins can remove members from teams as needed. Flexibility is key! 🗝️
These functionalities empower Owners, Admins, Team Managers, and Team Members in Saleshandy to efficiently manage team composition, streamline the onboarding process, and ensure that roles and responsibilities align with organizational goals.
It's all about providing the necessary tools and controls for effective team management and collaboration. 🚀👥📨
Agency Portal
In the Agency Portal, everyone should be able to read responses in the Unified Inbox for any sequences created by the Admin/Users of the particular client.
Plan Restrictions
Trial Plan users can use all features of Advanced Team Management. ( Invite Unlimited Members, Create Unlimited Teams).
Outreach Starter plan users cannot use Advanced Team Management as they cannot invite more members.
Outreach Pro plan users can Invite Unlimited Members, have Multiple Admins, etc. But cannot Create Teams.
Outreach Scale and all Higher plan users can use all features of ATM. ( Invite Unlimited Members, Create Unlimited Teams).
Updated Roles and Permissions for Webhook Management
Our platform provides a structured permission system to manage webhooks effectively within teams. Here's how different roles can access and manage webhooks:
User (Team Member): Users have the capability to access and edit their own webhooks. This allows individual team members to manage their integrations autonomously while maintaining security and privacy.
Team Leader: Team leaders enjoy expanded access rights, which include the ability to see and edit their own webhooks as well as those set up by their team members. This role facilitates the oversight and coordination of team activities and ensures that integrations are running smoothly.
Admins and Owners: Both admins and owners have the highest level of access. They can view and edit all webhooks across the platform. This role is crucial for managing global settings and ensuring that all team integrations conform to organizational policies.
LTD Roles: The permissions for LTD roles mirror those of their corresponding standard roles, ensuring consistency across different license types.
Agency Plans: Within Agency plans, a more collaborative approach is adopted. Every member, regardless of their specific role, can see and edit all webhooks per client. This setup is designed to enhance teamwork and streamline client project management.
Summary of Advanced Team Management
We will have 4 roles: Owner, Admin, Team Manager, Team Member.
These roles are hierarchical: Owners and admins can access all resources account-wide. Owners are different only when they are managing admins and handling billing.
Team managers can access their team member's resources, and Team Members can access their own resources.
One can have as many members as they want in their team.
Teams can have multiple managers.
Mission accomplished; you've successfully Added Users and Created a Team. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below article If you want to know more about
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. 🤗