Member (Team Members) - Definitions

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What is the Members (Team Members) Module

The Members (Team Members) Module is the central control panel for managing people within an organization in Biz1.
Here, the organization owner or managers add team members, define their access, control which data they can view, and configure how they work within the system.

Every user working in Biz1—sales agents, managers, support staff, telemarketers, or system administrators—appears in this module as a member.

This module is not just a list of users.
It is the backbone of the entire platform's permissions, responsibilities, and communication.

Where the Members Screen Appears

The Members screen is primarily accessed from:

Settings → Team Members, which opens the modal team member window (#modal_org_member_tab)
An alternative management path under Dashboard → Management → Organization Members, which displays the same users in a paginated management view

The Settings → Team Members view is the primary and recommended place for managing members.

Only users with sufficient permissions (organization owner or member manager) can access and adjust member settings.

Overall Screen Layout and User Experience

When the Members screen opens, the user sees a one-step management view that combines:

Search and filters
A complete list of team members
Inline controls for permissions and settings
Action icons for advanced operations

The design allows for quick scanning, inline editing, and deep settings without leaving the screen.

Header and Controls

At the top of the Members screen, the user gets tools to control visibility and create new members.

Search

A search field allows filtering the member list by name.
As the user types, the list refreshes so managers can quickly find a specific team member in large organizations.

"Show Inactive Team Member" Toggle

This toggle controls whether disabled team members appear in the list.

When off, only active members are shown
When on, both active and inactive members are shown

This preference is saved at the organization owner level, and therefore remains active between sessions.

It is especially useful for auditing, reactivating old users, or reviewing historical assignments.

Add Member Button

A blue "+" button opens the add member process.
This button is the starting point for expanding the team.

If the organization does not yet exist, the system first forces the creation of an organization before allowing member creation.

Member List (Main Table)

The main body of the screen is a table listing all team members belonging to the organization.

Each row represents one person and displays both information and controls.

Core Member Details

Member ID

A unique internal identifier used for sorting and referencing.

Name

The member's display name and profile picture.
This name is displayed throughout the system: in the messenger, campaigns, tasks, client sharing, and logs.

The name is inline editable, and changes are saved immediately.

Mobile Number

The member's phone number, used for:

Identification
SMS and call features
Contact visibility

This field is inline editable and updates the user profile directly.

Access and Operational Controls

Site Access

This setting determines how the member can access the organization's website features:

Normal – Standard access
Organization Site – Related to organization-level site behavior
Unauthorized – No site access

This is often used to restrict external or limited-access users.

Status (Active / Inactive)

The status determines whether the member can log in and operate:

Active – Full access (according to permissions)
Inactive – Login blocked, data preserved

A disabled member still exists in the system for reporting, ownership history, and audits.

Email and Communication Settings

Select SMTP

Each member can be assigned a default SMTP configuration for sending emails.

This allows for:

Different senders for each member
Specific email routing for departments
Separation of email reputation

SMTP options come from the SMTP accounts configured by the organization owner.

Management and Permission Flags

Make Member an Administrator

This checkbox grants the member administrator-level permissions.

When enabled, the member can:

Manage other members
Access system settings
Configure modules (based on role settings)

Only the organization owner or an existing system administrator can toggle this option.

Share Client

This setting controls client visibility.

When enabled:

The current user's clients are shared with this member
Clients appear in the member's CRM views
Client records include this member in their shared_with list

This is critical for teamwork, role transfers, and sales collaboration.

Removing sharing immediately revokes access.

Allow Group Chat Creation

This flag enables or blocks the member's ability to create group chats in the messenger system.

If disabled:

The member can still participate in chats
They cannot create new internal team groups

This prevents misuse while maintaining communication capability.

Inherit Free Addition

This option (visible only when the communication module is enabled) allows the member to:

Perform actions that typically require credits or payment
Bypass payment restrictions in specific processes

This is typically used for managers or supervisors.

Action Icons – Advanced Actions

Each member row includes a set of icons that open deep settings or actions.

Folder Permission (Folder Icon)

This opens a modal window where the administrator selects which folders the member can access.

Folders control:

Which clients are visible
Which lists the member can work with

The selection is saved for each member and directly affects CRM visibility.

Edit Member (Pencil Icon)

Opens the full member editing form, where advanced profile details can be edited, such as:

Login details
Default folders
Branch assignment
WhatsApp instance
Two-factor authentication
Additional metadata

Copy Login Link (Copy Icon)

Copies a secure, tokenized login link to the clipboard.

This allows for:

Password-less login
Easy onboarding
Temporary access links

Often used by system administrators to quickly onboard or assist users.

Remove from Organization (User-X Icon)

Deallocates the member from the organization.

The user is not deleted but removed from this organization, meaning:

They no longer appear as team members
Their access to organization data is revoked

Remove Shared Clients (Minus Icon)

Immediately removes all client shares for this member.

This is a sweeping safety action used when access needs to be revoked quickly.

Personal Chat (Comment Icon)

Opens a personal (one-on-one) internal chat with the member in the messenger system.

This ensures immediate communication without searching the chat list.

Roles and Modules (Network Icon)

Opens the roles and modules configuration for the member.

Here the administrator decides:

Which sidebar modules are visible
Which features the member can access
Precise permission control

This is the most important screen for security and separation of duties.

Softphone / SIP Settings (Phone Icon)

Opens the modal softphone configuration window.

This allows for the setup of:

Softphone method (softphone, click-to-dial, SIP)
Extension numbers
SIP identification details
Call routing

Used for call centers and telemarketing teams.

Support Login Link (Link Icon)

Copies an internal support login link.

This allows the support team to log in as a member for troubleshooting, audits, or training.

How Members Connect to Other Modules

The Members module is deeply linked to almost every part of Biz1:

CRM / Clients – through sharing and folder permissions
Messenger – personal chat, group chat creation, internal communication
Campaigns – members act as senders, owners, or operators
Telemarketing – SIP and campaign assignment
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