OzyApprovals documentation
  • 👋Welcome to OzyApprovals
  • Product Guide
    • 🛠️Getting set up
      • Registration
      • Account Activation
      • Reset Password
      • Account Management
    • 🏛️Managing an Organization
      • Add Organization
      • Changing Organizations
      • Team Members
      • Approval Balance
      • Access Tokens
      • SLAs
      • Billing
    • ⏳Approvals
      • Processes
      • Stages
    • ⚡Intergrations
      • Make a connection
      • Triggers
        • When a Ticket Is Actioned
        • When a Ticket SLA Is Breached
      • Actions
        • Register an Approval Request
        • Create a Ticket
      • Search
        • Find an Approval Request
        • Find a Ticket
    • ☑️Action Requests
      • Authorized views
      • Search engine
    • 📜Reports
    • ❓FAQs
  • Use Cases
    • Discount Administration
    • Content Publication Approval
    • Leave Requests
    • Expense Reimbursement
    • Project Proposal Approval
    • Access requests
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  1. Product Guide
  2. Managing an Organization

Team Members

achieve seamless collaboration

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Last updated 1 year ago

In OzyApprovals, efficiently managing team members involves organizing them into user groups and assigning appropriate roles to ensure effective collaboration.

Here's how to achieve effective team management:

User Groups Creation:

Start by creating user groups based on the specific projects, departments, or functions within your organization.

Inviting Team Members:

To invite a team member, you need to do the following

  • Enter email of the team member.

  • Assign a role. Assign roles to each user within the user groups. Here's a breakdown of roles:

Role
Capabilities

USER

Regular users who can participate in the approval process as per their assigned tasks.

COLLABORATOR

Persons that can do everything the USER role can do and also create and configure approval processes and stages. They can also manage users and view certain reports.

ADMIN

Users with administrative privileges, allowing them to manage approval workflows, user groups, billing and configurations.

  • Assign groups to the team member based on roles associated with them.

Periodically review and update user groups and roles to match organizational changes or evolving project requirements. Ensure that each team member is assigned the most appropriate role for optimal workflow management.

🏛️
Team management area