What can my team do on the SeerBit Dashboard?

Your team can perform various tasks on your dashboard depending on their assigned roles.  

The Team Management page allows you to efficiently manage your team members and their roles within the platform. To access the team management page, navigate to the account settings page. You can get there either by clicking on the account tab on the navigation menu or clicking your business name at the top right corner of the navigation menu.  

When you click on the account setting tab, you can access your business settings page. From the list of cards, select the user management card located at the bottom right corner of the dashboard. 

On the team management page, to assist you in efficiently carrying out your processes. 

• Team Member List: The main section displays a list of your team members, including their names, email addresses, and assigned roles. 

• Inviting Team Members: You can invite new team members to join the platform by sending them email invitations directly from the Team Management page. You can do this by clicking the “Invite a team member” button at the top of the team member list.  A modal will open, and you can input their names email, and you can assign a role to them. 

• Editing Team Member Roles: You can modify their roles and permissions to grant or restrict access to specific features and functionalities for existing team members. This can be done by clicking the three dots on the team member’s row on the table. You can click the edit button and you can modify the settings for the team member. 

• Removing Team Members: If necessary, you have the option to remove team members from your account, revoking their access to the platform. This action can be done by clicking the “disable” button on the team member’s account.  

• Managing Team Member Roles: Within the Team Management page, you can also assign specific roles to team members. These roles define the level of access and permissions each team member has within the platform. We have four default roles, and you can also create as many custom roles as possible. Some common roles include: 

• Merchant Administrator: Administrators have full control and access to all features and functionalities within the platform. They can manage team members, configure settings, and perform all necessary tasks. 

• Operations: This role is responsible for managing and overseeing the day-to-day operational activities within the platform. 

• Customer Support: This role is focused on helping, guidance, and timely resolutions to users' queries and concerns. 

• Developer Support: This role is responsible for assisting developers in integrating and troubleshooting technical aspects of the platform