Managing Your Team

Overview

Manage your team members, assign roles, set permissions, and track team activity across OpenLuxe.

Accessing Team Management

Desktop

1. Click your profile icon in the top right
2. Select Team from the dropdown
3. Or navigate to Settings → Team

Mobile

1. Tap the hamburger menu (☰)
2. Scroll to Team section
3. Or go to Settings → Team

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Desktop View

Team Dashboard

• Member cards with profile photos
• Role badges on each card
• Last active timestamp
• Quick action buttons: Edit, Remove, Message

Adding Team Members

1. Click + Add Member button
2. Enter email address
3. Select role from dropdown
4. Customize permissions (optional)
5. Add to specific teams/groups (optional)
6. Click Send Invite

Role Management

### Permission Editor - Click **Customize** next to role - Toggle individual permissions - Save as custom role for reuse - Apply to multiple members

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Mobile View

Team List

• Scrollable list with member cards
• Tap member for details
• Floating + button to add
• Pull down to refresh status

Adding Team Members

1. Tap + floating button
2. Enter email or select from contacts
3. Tap to select role
4. Review and tap Send Invite

Member Details

• Full-screen profile view
• Role and permissions summary
• Activity timeline
• Quick actions at bottom: Message, Edit, Remove

Touch Actions

• Tap member: View profile
• Swipe right: Quick message
• Swipe left: Edit or remove options
• Long-press: Quick role change menu

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Team Features

Team Groups

• Create groups (e.g., "Sales Team", "Marketing")
• Assign members to multiple groups
• Group-based permissions and sharing
• Group chat and announcements

Activity Tracking

• View team activity in real-time
• Filter by member, date, or action type
• Export activity reports
• Set up activity alerts

Performance Metrics

• Listings created/managed
• Leads generated/converted
• Response times
• Client satisfaction scores

Invitations

Pending Invites

• View all pending invitations
• Resend or cancel invites
• Invitation expiration (7 days default)
• Customize invitation message

Joining as Team Member

1. Receive email invitation
2. Click link or enter invite code
3. Create account or sign in
4. Accept team terms
5. Access granted immediately

Tips

• Start with predefined roles, customize as needed
• Use groups for project-based access
• Review team permissions quarterly
• Remove inactive members promptly