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Team Management Overview

Guide to adding, viewing, and managing team members within your organization in OCW

Category: Team management

Team Management Overview

The Team Management feature in OneClickWorker allows you to add, view, and manage team members within your organization. This guide provides an overview of the team management functionality.

Key Features

The Team Management system includes the following key features:

  1. View Team Members

    • See a list of all users in your organization
    • View when each member joined
    • Navigate through paginated results for larger teams
  2. Invite New Team Members

    • Send email invitations to new team members
    • Add personalized messages to invitations
    • Track the status of sent invitations
  3. Manage User Roles

    • Assign appropriate roles to team members
    • Change roles as responsibilities evolve
    • Designate premium users based on your subscription

Accessing Team Management

To access the Team Management features, you need to have one of the following roles:

  • ADMIN
  • EMPLOYER
  • RECRUITER

Team Management is accessed through the Admin menu in the navigation bar. The feature is divided into three main sections:

  1. Organization Members

    • URL: https://app.oneclickworker.com/admin/org-members
    • View all current members of your organization
  2. Invites

    • URL: https://app.oneclickworker.com/admin/invites
    • Send invitations to new team members
    • View pending and accepted invitations
  3. Roles

    • URL: https://app.oneclickworker.com/admin/roles
    • Manage user roles and premium status
    • View premium user allocation

User Roles and Permissions

OneClickWorker offers different user roles with varying levels of access:

  1. ADMIN

    • Full access to all features
    • Can manage all team members
    • Can assign any role to users
  2. EMPLOYER

    • Access to the admin menu
    • Can manage team members
    • Can post and manage jobs
  3. RECRUITER

    • Access to the admin menu
    • Can manage team members
    • Can post and manage jobs
  4. STAFF

    • Limited access to features
    • Cannot access the admin menu
    • Cannot manage team members

Premium Users

With a Plus subscription, your organization can designate certain users as "Premium Users" who have access to additional features:

  • The number of premium users is determined by your subscription plan
  • Only users with premium status can access premium features
  • You can change which users have premium status at any time
  • The total number of premium users cannot exceed your subscription limit

Best Practices

For effective team management:

  1. Assign appropriate roles based on each team member's responsibilities
  2. Regularly review user roles to ensure they align with current job functions
  3. Prioritize premium user allocation to team members who need advanced features
  4. Keep invitation messages clear and informative when inviting new members
  5. Monitor pending invitations to ensure they are accepted before expiration

Next Steps

To learn more about specific team management functions, refer to the following guides: