Team Management

Team Management

This guide covers how to view team member dashboards, configure member settings and permissions, and invite new members to your Octayne PSA organization.

Accessing Team Member Dashboards

1. Click Team Management from the Navigation Menu.
2. Select a team member from the list.
3. The member's dashboard displays with key metrics including utilization, billable hours, and active matters.

[Screenshot: Team member dashboard showing utilization metrics and active matters]

Tip: Use the dashboard to get a quick snapshot of a team member's workload before assigning new matters.

Managing Team Member Settings

1. Click Team Management from the Navigation Menu.
2. Click on the team member you want to configure.
3. Click Settings in the central navigation bar.
4. Update any of the following fields as needed:

• Office Location -- the member's primary office
• Practice Areas -- areas of specialization
• Teams -- team assignments
• Employee Type -- full-time, part-time, contractor, etc.
• Position -- the member's role or title
• Manager -- reporting manager
• Hire Date -- date the member joined
• Compensation -- compensation details

1. Click Save to apply changes.

[Screenshot: Team member settings form with fields for Office Location, Practice Areas, Teams, Employee Type, Position, Manager, Hire Date, and Compensation]

Note: Changes to a team member's Practice Areas or Teams will affect how they appear in filters and reports across the platform.

Managing Team Member Permissions

1. Click Team Management from the Navigation Menu.
2. Click Permissions in the central navigation bar.
3. Select the professional whose permissions you want to change.
4. Click the Role column next to their name.
5. Select the appropriate permission level from the dropdown.
6. Click the X to close and return to the permissions list.

[Screenshot: Permissions view showing a list of team members with their assigned roles and the role selection dropdown]

Tip: Review permissions regularly to ensure team members have the appropriate level of access for their responsibilities.

Inviting New Members

1. Click Team Management from the Navigation Menu.
2. Click Invitations in the central navigation bar.
3. Click + Invite Member.
4. Enter the new member's email address.
5. Click Send.

The invitee will receive an email with instructions to join your organization.

[Screenshot: Invite Member dialog with email input field and Send button]

Note: Invited members will need to complete their profile and accept the invitation before they appear in your team list. You can track pending invitations from the Invitations tab.