👥 Setting Up & Managing Members

Efficiently managing your team is crucial for seamless operations. Atobi's Member Management feature empowers you to add, edit, and oversee your staff with ease. Let's dive into how you can make the most of this functionality! 🌟

Manage Members via Web App

You can effortlessly add new team members directly through the web app. Here's how:

a. Accessing the Members Page

Log in to your Atobi account.
Click on the "Members" tab located on the left sidebar.

From here, based on your "Role" access (click 👉 here 👈to know more) you can have an overview of the members!

b. Adding a New Member

Click on "Add Coworker"
Fill in the necessary details for the new member.

Decide whether to send an invitation email

If sent: The member will receive an email with login instructions.
If not sent: The member will need to go to Atobi's url (based on your settings) and request a password reset to set up their account
Click "Save" to add the member!

c. Managing Existing Members 🛠️

On the Members page, each member has a three-dot menu on the right side, offering options to:

Show profile details.
Edit member information.
Archive the member - Removes access while retaining the member's contributions. Archived members won’t appear in analytics, but their data remains accessible if needed.
Anonymize member data - Removes access and anonymizes all contributions—this action cannot be undone.
Delete the member - Unlike archiving, deletion removes the member entirely from your system permanently.
Reset Password for the member.

Note: Access to these settings is regulated by the role assigned to you. If you lack certain permissions, please contact your HQ

d. Resetting a Member's Password

If a member forgets their password, you can assist them:

Click on the three-dot menu next to the member's name.
Select "Reset Password".
Choose between:
- Auto-generate password: The system creates a password; copy and share it with the member.
- Create a password: Manually set a password; ensure you save and share it with the member.
Optionally, require the member to create a new password upon first login.

Manage Members via Admin Panel

a. Adding New Members

Navigate to Admin > Members.
Click on "Create New".

Fill in the member's details:
- Status: Toggle to active (blue) to grant app access.
- Admin: Determine if the member should have admin privileges.
- Member Language: Set the preferred language for the member.
- External Member ID: Use this for integration with external tools.

Decide whether to send an invitation email.
Click "Save" to add the member.

b. Editing Existing Members

To update a member's information:

Go to Admin > Members.
Find the member you wish to edit.
Click the "Action" button next to their name and select "Edit".

Modify the necessary fields.

Click "Update" to save changes.

c. Removing Members

Understanding the different ways to manage member statuses is essential, and you can remove members from both Web App and Admin panel.

Deactivate

Temporarily remove a member's access without deleting their data. Ideal for extended leaves.

Go to Admin > Members.
Find the member, click "Edit".
Toggle the "Active" button to off (white).
Click "Update".

Note: When a member is deactivated, they can no longer log into the app. This can be relevant if, i.e., the member is away on a long leave but will return.

Anonymize

Removes access and anonymizes all contributions—this action cannot be undone.

How to Anonymize a Member?

Go to Admin > Members.
Find the member, click the three-dot menu, and select "Anonymize".
Confirm the action—this is irreversible!

Note: Anonymizing a member completely removes all identifiable information, ensuring compliance with GDPR and data privacy regulations.

Delete

Permanently removes a member from the system.

How to Delete a Member?

Go to Admin > Members.
Find the member, click the three-dot menu, and select "Delete".
Confirm the action.

Note: Unlike archiving, deletion removes the member entirely from your system.

✅ Why Use Atobi’s Member Management?

Managing your team shouldn’t be complicated!

With Atobi’s Member Management, you get a powerful, intuitive, and streamlined way to oversee employees, control access, and ensure your organization runs smoothly.

🎯 Easy & Efficient Member Onboarding

Quickly add new members via the web app or admin panel.

Send invitation emails so employees can get started immediately.

Allow members to self-register by simply downloading the app.

Example: New hires can get access to Atobi in minutes, ensuring a smooth onboarding experience! 🚀

🛠️ Full Control Over Member Access & Permissions

Assign admin roles & permissions to control who can manage what. 🔑

Reset passwords, update profiles, and manage access with ease.

Keep security tight by activating/deactivating members instantly.

Best Practice: If an employee goes on temporary leave, deactivate their profile instead of deleting it!

📊 Keep Your Organization Structured & Organized

Search, filter, and update members effortlessly. 🔍

Use external Member IDs for seamless integration with HR or payroll systems.

Manage members across multiple locations, teams, or roles from one place.

Example: If you have different regions or departments, you can group members accordingly for easier management! 🌍

🔒 Smart Status Management: Archive, Anonymize, or Delete

Archive members who leave but need to be kept in records. 📦

Anonymize data for GDPR compliance & privacy protection. 🕵️‍♂️

Permanently delete members when needed, without affecting platform data. 🗑️

Best Practice: Archived members don’t lose their contributions—perfect for tracking past work without cluttering current member lists!