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TrackReward - Team

1. Overview

The Team Management section in the TrackReward dashboard allows administrators to manage team members, assign roles, and control access levels. This feature ensures that different team members have the appropriate permissions to manage affiliate programs efficiently.

2. Team Overview Page

Features and Components

The Team page displays:

  • Profile Picture: Displays the user’s avatar (if available).
  • Name: The full name of the team member.
  • Email: The registered email of the team member.
  • Role: Displays whether the user is an Admin or Super Admin.
  • More Options (Three-Dot Menu): Allows management actions like editing or removing team members.
  • Invite Button: Enables the addition of new team members.

3. Roles and Permissions

Super Admin

  • Full access to all features.
  • Can manage other admins and team members.
  • Has complete control over settings and configurations.

Admin

  • Limited access to manage campaigns, affiliates, and reports.
  • Cannot modify critical account settings or manage Super Admins.

4. Adding and Managing Team Members

4.1 Inviting a New Team Member

  1. Click the Invite button.
  2. Enter the First Name and Last Name.
  3. Provide the team member's email.
  4. Select the role (Admin or Super Admin).
  5. Click Send Invitation – an email will be sent to the team member to accept the invitation.

4.2 Editing a Team Member

  1. Click the three-dot menu on the team member's profile.
  2. Select Edit to modify their name, email, or role.
  3. Update the necessary information and click Save Changes.

4.3 Removing a Team Member

  1. Click the three-dot menu on the team member's profile.
  2. Select Remove to delete the team member from the system.
  3. Confirm the action to apply changes.

5. Usage Guide

  • Managing Team Members:
    1. Navigate to the Team page.
    2. Review the list of current team members.
    3. Use the Invite button to add new members.
    4. Modify or remove members as needed.
  • Changing Permissions:
    1. Ensure that only trusted users are assigned the Super Admin role.
    2. Use the Admin role for users who need limited access to manage campaigns.

6. Best Practices

  • Regularly review team roles to ensure appropriate access levels.
  • Limit Super Admin access to key stakeholders for security.
  • Encourage strong passwords and two-factor authentication for team members.
  • Remove inactive or former employees to maintain security.