Member (Team Members) - Settings

 

What the Member (Team Members) Module Is
 

The Member (Team Members) module is the central control panel for managing people inside an organization in Biz1.
It is where the organization owner or administrators add team members, define their access, control what data they can see, and configure how they work inside the system.
 

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

This module is not just a user list.
It is the permission, responsibility, and communication backbone of the entire platform.
 


Where the Member Screen Appears
 

The Member screen is accessed mainly from:
 

  • Settings → Team Members, which opens the Team Member modal (#modal_org_member_tab)

  • An alternate admin route under Dashboard → Admin → Organizations Member, which lists the same users in a paginated admin view
     

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

Only users with sufficient permissions (owner or member admin) can access and modify member settings.
 


Overall Screen Layout and Experience
 

When the Member screen opens, the user sees a single-step management view that combines:
 

  • Search and filters

  • A full list of team members

  • Inline controls for permissions and settings

  • Action icons for advanced operations
     

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


Top Header and Controls
 

At the top of the Member screen, the user is given tools to control visibility and create new members.
 

Search
 

A search input allows filtering the list of members by name.
As the user types, the list is refreshed so managers can quickly find a specific team member in large organizations.
 

“Show Deactive TM” Toggle
 

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

  • When OFF, only active members are shown

  • When ON, both active and inactive members appear
     

This preference is saved at the organization owner level, so it persists across sessions.

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

Add Member Button
 

A blue “+” button opens the Add Member flow.
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.
 


The Member List (Main Table)
 

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

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


Core Member Information
 

Member ID
 

A unique internal identifier used for sorting and referencing.
 

Name
 

The member’s display name and profile image.
This name is shown throughout the system: Messenger, Campaigns, Tasks, Customer sharing, and logs.
 

The name can be edited inline, and changes are saved immediately.
 

Mobile Number
 

The member’s phone number, used for:
 

  • Identification

  • SMS and call features

  • Contact visibility
     

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


Access and Operational Controls
 

Website Access
 

This setting controls how the member can access the organization’s website features:
 

  • Regular – standard access

  • Organization website – tied to organization-level website behavior

  • Not Allowed – no website access
     

This is often used to restrict external or limited users.
 

Status (Active / Deactive)
 

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

  • Active – full access (based on permissions)

  • Deactive – login blocked, data preserved
     

A deactivated 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:
 

  • Different senders per member

  • Department-specific email routing

  • Separation of email reputation
     

SMTP options come from the organization owner’s configured SMTP accounts.
 

Administrative and Permission Flags
 

Make Member’s Admin
 

This checkbox grants the member admin-level rights.
 

When enabled, the member can:
 

  • Manage other members

  • Access system settings

  • Configure modules (based on role settings)
     

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


Share Customer
 

This setting controls customer visibility.
 

When enabled:
 

  • The current user’s customers are shared with this member

  • Customers appear in the member’s CRM views

  • Customer records include this member in their shared_with list
     

This is critical for teamwork, handovers, and sales collaboration.

Removing sharing instantly revokes access.
 


Let Create Group Chat
 

This flag allows 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 still allowing communication.
 


Allowed Add Without Pay
 

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

  • Perform actions that normally require credits or payment

  • Bypass payment restrictions in specific flows
     

This is typically used for managers or supervisors.
 


Action Icons – Advanced Operations
 

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

Folder Permission (Folder Icon)
 

This opens a modal where the admin chooses which folders the member can access.
 

Folders control:
 

  • Which customers are visible

  • Which lists the member can work with
     

The selection is saved per member and directly affects CRM visibility.
 


Edit Member (Pencil Icon)
 

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

  • Login credentials

  • Default folders

  • Branch assignment

  • WhatsApp instance

  • Two-factor authentication

  • Additional metadata
     


Copy Login Link (Copy Icon)
 

Copies a secure login link with token to the clipboard.
 

This allows:
 

  • Password-less login

  • Easy onboarding

  • Temporary access links
     

Often used by admins to quickly onboard or help users.
 


Remove from Organization (User-Times Icon)
 

Unassigns the member from the organization.
 

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

  • They no longer appear as a team member

  • Their access to org data is revoked
     


Remove Shared Customers (Minus Icon)
 

Immediately removes all customer sharing for this member.
 

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


Personal Chat (Comment Icon)
 

Opens a 1-to-1 internal chat with the member in the Messenger system.
 

This ensures instant communication without searching in the chat list.
 


Roles & Modules (Grid Icon)
 

Opens the Roles and Modules configuration for the member.
 

Here the admin decides:
 

  • Which sidebar modules are visible

  • Which features the member can access

  • Fine-grained permission control
     

This is the most important screen for security and role separation.
 


Softphone / SIP Settings (Phone Icon)
 

Opens the Softphone configuration modal.
 

This allows setup of:
 

  • Softphone method (softphone, click-to-call, SIP)

  • Extension numbers

  • SIP credentials

  • Call routing
     

Used for call centers and telemarketing teams.
 


Support Login Link (Link Icon)
 

Copies an internal support login link.
 

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


How Members Connect to Other Modules
 

The Member module is deeply connected to almost every part of Biz1:
 

  • CRM / Customers – via 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

  • Dashboard – employee monitoring and productivity metrics

  • Permissions system – determines visibility of every module

  • Billing & Plans – number of members limited by plan

  • Files & Folders – access controlled per member

  • WhatsApp & Email – sender identity and communication routing
     

In short:

Every action in Biz1 is performed by a member, and this module defines who they are allowed to be.
 


Why This Module Is Critical
 

The Member (Team Members) module is not just administrative—it is operationally critical.
 

It ensures:
 

  • Security and access control

  • Clear responsibility ownership

  • Controlled collaboration

  • Scalable team growth

  • Accurate reporting and accountability
     

Without this module, Biz1 would be a single-user tool.
With it, Biz1 becomes a multi-user business platform.
 


Final Summary
 

The Member (Team Members) Management module is the human layer of Biz1.
 

It defines:
 

  • Who works in the system

  • What they can see

  • What they can do

  • How they communicate

  • How they are measured
     

By combining identity, permissions, communication, and operational controls into one screen, Biz1 ensures that teams can work together, securely, and efficiently—at any scale.
 

This completes the full, detailed, end-to-end description of the Member (Team Members) module.


 

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