Managing Team Members
By Soraya and 3 others4 authors9 articles
- How To: Invite Team MembersInvite your staff to XBert, choose what they can see, and send their invitation.
- How To: Remove Team MembersDelete Users from your XBert account.
- Using Team Overview to See Work Allocation Across Your TeamSee how much work each team member has in each process, what's overdue or completed, how full their capacity is, and export it to Excel.
- Seeing What's Assigned to a Team MemberFor seeing what tasks are assigned to your team members.
- About: User Permissions - what will my team see?For permissions and restrictions available within XBert.
- Invited Users' Client Access PermissionsChoose which clients each team member can see and work on in XBert, and how Xero access fits in.
- How To: Add Custom RolesUsers can now customise their roles according to their requirements.
- Monitoring User Login ActivityTo monitor your team's and clients' activity on XBert.
- How To: Assign RolesFor easy assignment and management of your tasks and workflow