Team Management
How to manage team members and permissions in your enterprise account.
Team management lets you control who has access to your enterprise account and what they can do. Keeping your team organized helps protect your organization's data and ensures the right people can support families effectively.
Adding Team Members
From your enterprise dashboard, go to the team or settings area. Use the option to invite a new team member and enter their email address. They'll receive an invitation to join your organization. Once they accept, they'll have access based on the role you assign.
Role-Based Access
Enterprise accounts use roles to define what each team member can do. Common roles include administrators, who can manage the account and team, and standard members, who can use core features but may have limited access to settings. Roles help you grant the right level of access without overexposing sensitive information.
Managing Permissions
Permissions control which features and data each role can access. You can adjust permissions as your organization grows or as responsibilities change. If someone's role changes, update their permissions so their access matches their current duties.
Team Activity Overview
Enterprise accounts may include an activity overview so administrators can see how the team is using the platform. This can help with training, compliance, and understanding how families are being served. The exact features available depend on your plan and configuration.
Team management features may evolve as BestFarewell adds new enterprise capabilities. Check your dashboard or contact support for the latest options available to your organization.