Team Members
achieve seamless collaboration
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.
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