My Team¶

My Team allows Support and Admin users to create and manage user accounts for operational staff — without being able to create other Admin or Support accounts.

Accessing My Team¶

Go to Team → My Team in the sidebar. Available to Admin and Support roles.

What My Team manages¶

My Team shows and manages users with the following roles:

• Back Office
• Retail Manager
• Territory Manager
• Maintenance
• Station Manager
• Field Capture

Admin and Support accounts are not shown here and cannot be created here. Use User Management (Admin only) for Admin/Support account creation.

Adding a team member¶

1. Click + Add member.
2. Enter:
3. Email — must be unique across the system
4. Full name
5. Role — select from the six available roles
6. Password — leave blank to send an invite email (if email is configured)
7. Click Add member.

Editing a team member¶

Click Edit on any row to:

• Update the name
• Change the role (within the six manageable roles)
• Set a new password
• Toggle active/inactive status

Sending an invite / reset link¶

Click Send reset link (or Resend invite if an invite is pending) on any active user row.

• If email is configured: An invite email is sent to the user.
• If email is not configured: The invite link is displayed in a notification for you to share manually.