Adding a New Team Member
Giving new team members access to the admin side of Ziggu is done via the Team functionality. This can be found at the top right under the cogwheel, followed by ‘Team’. On the Team page, click the '+ New Team Member' button.
You then enter the details of the new team member. Only First name, Last name and Email are mandatory fields in this, the rest are optional.
Finally, choose the Access rights of the new team member:
Owner: this new team member gets full access to the platform.
Maintainer: select this option if you want to restrict someone's access to certain projects. How to grant an Administrator access to a project can be found here!
Project Maintainters can ...
edit project information
create tasks
upload/edit/delete documents
start and answer calls
share news updates
add FAQs
... but only within the projects they are invited to.
What Project Maintainers cannot do:
add new contacts
edit existing contacts
see customer information outside their projects
link a customer to a unit (as they do not have access to all customer information)
start, see or answer calls with customers outside their projects
Important: A new team member will receive an email invitation as soon as you enter and save the contact details. For a new client, this is not the case.
Modifying a team member
You can change a team member via the three dots on the right-hand side of the team member. Here you will see some options:
Resend invitation e-mail: if a team member has not (yet) accepted his/her invitation, you can resend it via this way.
Change role to Maintainer/Owner: change the access rights of a team member.
Deactivate: the user no longer gets access to the platform. All documents, faqs, announcements, tasks, tickets, etc. related to this user will remain accessible on the platform for other users.
Delete: This user will lose all access to the platform. All documents, tickets and announcements related to this user will also be removed.
