Adding or Updating Team Members

Overview

You can manage your team members within the Settify admin portal by adding new profiles, updating existing ones, or adjusting access as needed.

How to Add or Update a Team Member

Access the Team Management Section

• Navigate to your Settify admin screen.
• Select Team from the left-hand sidebar.
• Alternatively, go to Configure Settify > Your Team.

Available Actions

• Add a New Team Member – Create a profile for a new staff member.
• Edit an Existing Profile – Update details for current team members.
• Delete a Profile – Remove profiles of team members who are no longer with the firm.
• Archive a Profile – Temporarily deactivate profiles for team members on extended leave.

Why This Matters

Keeping your team list up-to-date ensures that the right members have access to Settify and relevant resources. Regularly reviewing and managing team profiles helps maintain security and operational efficiency.