Managing Team Members
By Soraya and 2 others3 authors11 articles
- How To: Invite Team MembersFor adding users to your XBert team.
- How To: Remove Team MembersDelete Users from your XBert account.
- Assigning Individual XBerts or Tasks to a Team MemberFor moving XBerts and Tasks between team members.
- Assigning Multiple XBerts or Tasks to a Team MemberFor moving XBerts or Tasks between team members in bulk.
- Using Team Overview to See Work Allocation Across Your TeamFor full visibility of work allocation across your team.
- 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 PermissionsUnderstanding your team's client access permissions and how to edit a user's access.
- 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