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Adding team members to your eSIM platform allows you to collaborate effectively while maintaining proper access controls. This guide will walk you through the process of adding new team members and managing their roles.

Understanding Team Roles #

Before adding team members, it’s important to understand the different roles and their permissions:

Role	Dashboard	eSIM Plans	My eSIM	My Order	User Profile	Billing	Payment Settings	Brand & Preferences	Developer
Admin	✓	✓	✓	✓	✓	✓	✓	✓	✓
Operator	✓	✓	✓	✓	✓	✓	–	✓	–
Customer Support	–	–	✓	–	✓	–	–	–	–
Finance	–	–	–	✓	✓	✓	✓	–	–
Developer	–	✓	✓	✓	✓	–	–	–	✓

Adding a New Team Member #

Step 1: Access the Team Management Page #

Navigate to your team management section where you can see the current list of team members.

Step 2: Click “Add Member” #

Look for the blue “+ Add Member” button and click it to open the new member form.

Step 3: Fill in Member Details #

Complete the following required fields (marked with red asterisks):

• User Name: Enter the team member’s display name
• Email: Provide their work email address
• Phone Number:
  • Select the appropriate country code from the dropdown (e.g., “United Kingdom +44”)
  • Enter their phone number
• Password: Create a secure password for their account
• Confirm Password: Re-enter the password to confirm
• Role: Select the appropriate role from the dropdown menu based on the permissions they need

Step 4: Save the New Member #

Click the “OK” button to create the new team member account.

Managing Existing Team Members #

Editing a Team Member #

1. Locate the team member in your member list
2. Click the “Edit” link in the Action column
3. Update any of the following information:
   • User Name
   • Email address
   • Phone number (including country code)
   • Role assignment
4. Click “OK” to save changes

Changing Admin Rights or changing Admin email #

If you need to transfer admin privileges first add that user as an admin in + Add Member. Then:

1. Click the “+ Change Admin” button
2. In the “Change Admin” dialog:
   • The current admin email will be displayed
   • Select a new email from the dropdown
   • Choose the appropriate phone number
3. Click “OK” to transfer admin rights

Removing Team Members #

To remove a team member:

1. Find the member in your team list
2. Click the “Remove” link in the Action column
3. Confirm the removal when prompted

Team Limits and Current Usage #

Your team can have up to 20 people.

Best Practices #

• Role Assignment: Only assign the minimum permissions necessary for each team member’s responsibilities
• Admin Access: Limit admin access to essential personnel only
• Regular Review: Periodically review your team member list and remove access for individuals who no longer need it
• Contact Information: Keep phone numbers and email addresses up to date for security and communication purposes

Troubleshooting #

Q: I can’t see the “Add Member” button A: This feature may only be available to Admin users. Check your role permissions or contact your current admin.

Q: The form won’t submit A: Ensure all required fields (marked with red asterisks) are completed and that the password confirmation matches the original password.

Q: A team member can’t access certain features A: Review their assigned role and compare it with the permissions table above. You may need to update their role or contact an admin to make changes.