Members Management

Read here below to know how to manage Members in Atobi!

You can add your staff to Atobi with some simple clicks!

In This Article:

• Create New Members from WebApp
  • Where to find it?
  • How to use it?
  • Adding Members
  • Reset Password
• Create New Members from Admin Panel
• Edit an existing Member
• Deactivate, Archive, Anonymize & Delete members

Create New Members from WebApp

From the Members page in webapp, you can see and manage members. What you and others can do is tied to their specific role. You can create multiple roles and attach them to members.

This means that you for example can have Store Managers who can reset and create new passwords for their own store staff. You could also expand the Store Managers permissions and allow them to create and delete new members in the store.

Our Roles system is very flexible and allows you to customize it to your needs.

Where to find it?

In the platform click on "Members" on the left.

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

How to use it

If you need, for example, to add a new person, simply click on "Add coworker", and enter all the necessary information. And don't forget to save!

But that’s not the only thing you can do!

By clicking on the 3 dots at the right side of a member, you can find different options:

• Show
• Edit
• Archive
• Anonymize
• Delete
• Reset password

Adding members

If you selected for a member an invitation email, they will receive an email and can follow the steps to log in.

In case you add co-workers without selecting an invitation email, they will need to download the Atobi app on their devices, and request to reset password.

Reset password

You can help members who might have forgotten their password, by creating a new password for them.

Here you have 2 different options. 

1. If you choose “Auto-generate password” a password will be generated by the system. You will need to copy and save this password, and then share it with the member. 
2. If you choose “Create a password” you must manually create a password. Make sure to copy and save it, so you can share it with the member. 

With either of the 2 options you can also choose if the member needs to create a new password when logging in!

Create New Members from Admin Panel

To add member yourself, do to Admin ➡️ Members, then click "Create new." 

Now add the necessary details

Now all you have to do is sending invitation email: Read more about sending emails 👉 here 👈

Edit an Existing Member

There can be several reasons for editing a member: email change, location change, position change.

To do update the member, please go the the Admin page and then ➡️ Members ➡️ Members. Find the member you want to edit. Click the "Action" button and then click "Edit."

Update what needs to be updated in the form.

Deactivate, Archive, Anonymize & Delete members

Here you can find in detail how to remove Members in various ways:

• Deactivate
• Archive
• Anonymize
• Delete

Deactivate

After making the user inactive, remember to click "Update."

Archive a member

To restore the member, just go to the folder Archived members and click on actions, and restore.

Anonymize a member 

Delete a member