What is it?

The Member Role feature allows the organization admin to assign specific roles to team members, granting them varying levels of access and permissions. There are five predefined roles:

1. Admin: Full access to all team members' data and permissions.
2. Member: Can manage services (create, read, update, delete) and view Personally Identifiable Information (PII) data.
3. Member (Basic Access): Cannot manage services and cannot view PII data or payment details.
4. Member (Restricted PII): Can manage services but cannot view PII data or payment details.
5. Member (Restricted Services): Cannot manage services but can view PII data and payment details.

PII Data includes sensitive client details such as email addresses and phone numbers, as well as team members' payment details.

Why is it important?

• Data Security: Helps control access to sensitive client information (PII) and payment details.
• Role Customization: Allows admins to assign roles based on the specific responsibilities of each team member.
• Streamlined Operations: Ensures that team members have access only to the features they need, improving operational efficiency and reducing errors.

How to Use It?

Step 1: Assign Role While Inviting a New Member

1. Log in to the Tealfeed dashboard as a service provider.
2. On the left-side panel, navigate to the Admin Panel and then to Team Members.
3. On the top-right corner of the page, click the Invite Member button.
4. Click on Select Role.
5. A dropdown menu will appear—choose the desired role for the new member.