Managing Your Team

Discover how to add team members and manage their roles and permissions in Custojo

Managing Your Team

This tutorial will guide you through the process of adding team members to Custojo and managing their roles and permissions.

Adding Team Members

  1. Navigate to Team Settings From your dashboard, click on "Settings" in the side menu, then select "Team Management."

  2. Invite New Members

    • Click the "Invite Team Member" button
    • Enter the email address of the person you want to invite
    • Select their role (Admin, Manager, or Member)
    • Add a personalized message if desired
    • Click "Send Invitation"

  3. Manage Pending Invitations

    • View all pending invitations in the "Pending Invitations" tab
    • Resend invitations if needed
    • Cancel invitations for users who should no longer be added

  4. Onboarding New Members Once a team member accepts their invitation, help them get started by:

    • Providing an overview of their responsibilities
    • Guiding them through the platform
    • Introducing them to relevant projects and clients
Note:

Pro Tip: Consider creating a standardized onboarding process for new team members to ensure they have all the information they need to be successful.

Understanding User Roles

Custojo offers different user roles with varying levels of access and permissions:

Administrator

  • Full access to all features and settings
  • Can add, edit, and remove users
  • Can manage billing and subscription details
  • Can configure system-wide settings

Manager

  • Can create and manage projects
  • Can add and manage clients
  • Can view and generate reports
  • Limited access to system settings

Member

  • Can work on assigned projects and tasks
  • Can track time and submit timesheets
  • Can communicate with team members and clients
  • Cannot access sensitive settings or financial information
Note:

Assign roles carefully based on each team member's responsibilities and need-to-know basis. Avoid giving administrative access to users who don't require it.

Customizing User Permissions

For more granular control, you can customize permissions for individual users:

  1. Access User Settings

    • Go to "Team Management"
    • Select the user you want to modify
    • Click "Edit Permissions"

  2. Configure Module Access Specify which modules the user can access:

    • Projects
    • Clients
    • Invoices
    • Reports
    • Settings

  3. Set Permission Levels For each module, set the appropriate permission level:

    • View Only: Can only view information
    • Edit: Can view and modify information
    • Full Access: Can view, modify, and delete information
    • No Access: Cannot access the module

  4. Save Changes Click "Save Permissions" to apply the changes.

Managing Teams and Departments

For larger organizations, you can organize users into teams or departments:

  1. Create Teams

    • Go to "Team Management" > "Teams"
    • Click "Add New Team"
    • Enter team name and description
    • Assign a team leader

  2. Assign Members to Teams

    • Select a team
    • Click "Add Members"
    • Choose users to add to the team
    • Set team-specific roles if needed

  3. Team-Based Permissions

    • Configure permissions at the team level
    • Automatically apply permissions to all team members
    • Override individual permissions as needed

Monitoring Team Activity

Keep track of your team's activities and performance:

  1. Activity Logs

    • View recent actions taken by team members
    • Filter by user, date, or activity type
    • Identify unusual patterns or issues

  2. Time Tracking

    • Monitor hours worked by team members
    • Review time spent on different projects and tasks
    • Identify productivity trends

  3. Performance Metrics

    • Track task completion rates
    • Monitor project deadlines
    • Evaluate workload distribution

Best Practices for Team Management

Follow these best practices to effectively manage your team in Custojo:

  • Regular Reviews: Periodically review user roles and permissions to ensure they remain appropriate
  • Clear Communication: Establish clear guidelines for using Custojo
  • Training: Provide adequate training for new features and updates
  • Feedback Loop: Encourage team members to provide feedback on the system
  • Documentation: Maintain documentation of your team structure and permission settings

Next Steps

After setting up your team, consider exploring these related features:

Note:

Pro Tip: Schedule regular team meetings to discuss how Custojo is being used and address any questions or challenges your team members might have.