How to Add Staff Members to Teams

In this article, we will explain how to add staff members to already created teams in your system.

Step 1: Navigate to the Team feature 

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button.


Step 2: Acesses Team

Once you're in the Team feature, navigate to the Team tab, and from there, you will see the teams created in your system. Navigate to the team you wish to edit by clicking the three vertical dots on the side of the team, and a menu will appear.

 
 

Step 3: Team Configurations 

Once the menu pops up, you can change the name of the team, and choose the default homepage and notifications. You can also decide what actions they can perform within the system and which services they can provide.

 
 
Alternatively, you can create a team from scratch and decide which staff members will be part of that team and which services they can provide, similar to the explanation above.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.