Settings - My Team (Administrator)

Learning Outcome

After completing this unit, you will be able to: 

1. Invite a Team Member – CXO, Department Manager, Team Leader, Staff
2. Make a Team Member Active/Inactive
3. View Team Member’s Information/Data

To access your Settings:

1. Open the traCXio website, and log in using your credentials.
2. On the top-right of your screen, Click on the bubble with your initials.
3. From the drop-down menu, Select Settings.
4. You now have access to all the features of the Settings page.

Invite a Team Member

1. On the Settings page, select My Team from the left-hand menu.
2. On the top right-hand corner, select Invite Member.
3. A new window will appear to add information about your Team Member. Click on Select Designation and choose from the following:
   
   
   • • CXO
     • Department Lead
     • CX Champion
     • Staff
       
       
4. Add a First Name and a Last Name.
5. Add an Email Address.
6. When each field has been filled, Click on the Add button. Your member has been added when you can see their information listed below the information boxes.
   
   
   • • To delete the newly added member, select the X below the Action box.
       
       
7. To complete your invitation, on the bottom right-hand corner of the screen, Select Send Invite.
8. Your action is successful when the Status Bar is green and reads An invitation link has been sent to the given email IDs.

Make a Team Member Active or Inactive

1. On the Settings page, select My Team from the left-hand menu.
2. Identify the Invitation Status column on the right side of the screen.
3. For each Team Member, a green status Active or red status Inactive will be displayed.
4. You can narrow down your search by researching a particular Team Member:
   
   
   • • By looking their name up in the Search Bar
     • By Department
     • By Designation
     • By Joining Date
     • By Status
       
       
5. To change the status from Active to Inactive:
   
   
   • • Select the Active button.
     • A new window will pop up asking “Are you Sure? Do you want to make this user Inactive?”
     • To continue, Select Yes, Inactive. 
     • To cancel your action, Select Cancel. 
     • Your action is successful when the status of your Team Member will appear as Inactive.
     • The Status Bar will be green and read User status has been updated successfully.
        
6. To change the status from Inactive to Active:
   
   
   • • Select the Inactive button.
     • A new window will pop up asking “Are you Sure? Do you want to make this user Active?”.
     • To continue, Select Yes, Active. 
     • To cancel your action, Select Cancel. 
     • Your action is successful when the status of your Team Member will appear as Active.
     • The Status Bar will be green and read User status has been updated successfully.

View a Team Member’s Information: Achieved Tasks, Department, Designation, Rating

1. On the Settings page, select My Team from the left-hand menu.
2. To View a Team Member’s Information, Identify which Employee you wish to view from the menu.
3. You can narrow down your search by researching a particular Team Member:
   
   
   • By looking their name up in the Search Bar
   • By Department
   • By Designation
   • By Joining Date
   • By Status
     
     
4. On the far-right-hand corner of the screen, Select the Eye Icon from the Action column.
5. In this Section, you can:
   
   
   • Edit a Team Member’s name
   • Change their email address
   • Change their designation
   • View the Department they belong to
   • View their Star Rating
   • View their recently achieved tasks