The 'My Team' section lets you easily manage team structure and members. It’s organized into two simple, user-friendly tabs.
- All Members: A directory of every team member with their contact details.
- Teams: A list of structured teams created within the organization.
This section is designed to help employees quickly find people, manage team groups, and perform relevant actions efficiently.
All Members
- This Section shows a full list of all registered members in your team or organization
- Profile Cards: View names, photos, designations, and teams, location schedule etc.
- Search Bar: Instantly find any employee by typing their name or department.
- Bottom Pop-up Menu: Tap any member to open a detailed bottom pop-up with actions:
- View Profile: See full information including employee code, reporting manager, and joining date.
- Call or Message: Quick action buttons for direct contact.
- Bookmark: You can make bookmark of a employee's profile this will be shown on your phone's home screen
- Send Reminder: You can send reminder to a particular employee related to pending/ process task
- Delete Employee: (Only visible to admins/TL) - Remove a employee from the team Admin can Permanently delete or Temporary disable any employee.
Teams
This Section organizes team members into smaller structured teams (like departments or project-based groups).
- Team List: Displays each team's name and member count.
- Bottom Pop-up Menu: Tap on a team to open a menu with the following options:
- View: Opens a list of all members in the team.
- Edit: Modify the team name or team members (admin/ TL only feature).
- Send Reminder: Trigger a notification or reminder to all members for pending/ process task.
How to Use the "My Team" Section
Step 1: Navigate to "My Team" from the app dashboard. You'll see two tabs at the top: All Members and Teams.
In All Members Section
- Scroll or use the search bar to find a member.
- Tap a member's card to open the bottom pop-up
- Choose one of the available options
- View Profile
- Call / Message
- Delete (if you're an admin)
In the Teams Section
- Browse the list of existing teams.
- Tap on a team to open the bottom pop-up menu.
- Choose an action:
- View - See all team members.
- Edit - Change team details or members.
- Send Reminder - Push a reminder notification to the whole team.
- Only employees with the correct permissions (like Admins or TL) can edit teams or delete members.
- Use Teams to organize project groups, departments, or reporting units.
- Sending reminders is a great way to alert your team about upcoming tasks or deadlines.
Privacy & Access
- Member details are only visible to those within the same team or office.
- Only admins or designated managers can perform critical actions like deleting or editing