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Team

4 articles A By Adriano Moreira

Manage employees, access, functions and internal permissions.

What Team / Employees is for

What Team / Employees is for The Team module organizes the employees who use PetHub. It keeps names, roles, contacts, status and internal access in one place. What it is for Use this area to add, find, edit or deactivate employees. ๐Ÿš€ Available guides 1. How to organize employees in PetHub 2. How to add an employee 3. How to edit or deactivate an employee ๐Ÿ’ก Practical tip Avoid shared logins. Each team member should have their own user and permissions.

How to organize employees in PetHub

How to organize employees in PetHub The Team list helps you find employees and review role, contact and active status. ๐Ÿš€ Step by step 1. Open Team or Employees. 2. Search by name, CPF or role. 3. Review Employee, Role, Contact and Active. 4. Open the record to view details, permissions or schedule. 5. Use Add Employee when you need a new record. โœ… Expected result You can quickly find active employees.

How to add an employee

How to add an employee Add an employee to organize personal data, contact, address and access profile. ๐Ÿš€ Step by step 1. Open Team. 2. Click Add Employee. 3. Fill in full name, email and phone. 4. Add CPF, gender, birth date, RG and marital status when used. 5. Select the access profile. 6. Complete address and additional fields. 7. Save the record. โœ… Expected result The employee appears in the team list.

How to edit or deactivate an employee

How to edit or deactivate an employee Edit an employee when data, role, contact or permissions change. Deactivate the record when that person should no longer use the system. ๐Ÿš€ Step by step 1. Open Team. 2. Search for the employee. 3. Open the record and click Edit. 4. Update personal data, contact, address or access profile. 5. Review permissions when available. 6. Change the status to Inactive when needed. 7. Save the changes. โœ… Expected result The employee is updated or deactivated.