How to manage team members

How to Add Team Members in Croc

Adding a Team Member

• The tutorial begins with an introduction to adding team members and granting access for task collaboration.

• To add a member, click on the "Teams" button in the sidebar. Enter the member's email and select an access limit (e.g., limited). Click "Save changes" to complete the addition.

Creating a Team Code

• After adding a member, create a Team Code by entering it in the input box and clicking the "Update" button. This code serves as a password for team access.

Invitation Process

• Once added, the new member receives an invitation email. If they are not registered with Croc, they must complete registration via a link provided in the email.

• The registration process involves entering their name and email before clicking on the sign-up button.

Accepting Invitations

• New members can find their invitations under the "Team" section. They have options to accept or reject their invitation. Clicking "Accept" confirms their membership.

Logging into Owner Account

Accessing Owner Credentials

• To log into the owner account, members need both the owner's email and Team Code. They can request these credentials from the owner.

Member Area Overview

• Upon successful login, members see their area message along with graphs and tables of created QR codes. Limited access restricts them from performing actions like checking stats.

Managing Groups as an Owner

Group Assignments

• Owners can assign groups to team members through the group section in the sidebar. Members can only work on assigned groups.

Editing Member Details

• Owners have management capabilities such as editing details or removing team members. Changes include adjusting access levels (e.g., from limited to all).

Verifying Changes as a Member

Re-login Process

• After editing details, re-login using owner credentials allows verification of changes made regarding access levels.

Accessing Additional Features