Team Dashboard
Some of this may or may not be applicable to the version that is installed on the site you are working on. So please be aware that this is still a work in progress.
MemberSync has integrated a few features from Teams for Woo directly to the Teams Dashboard to make management easier.
On the left there will be a Manage Seats and Add Member buttons for quick access.
Quick Access
Manage Seats
The Manage Seats button will be available if the Teams does not have Unlimited Seat Count which is possible to happen when the Teams is set up manually. This button will open a Modal that will allow a user to purchase additional seats.
Some validations may apply for Adding Seats based on the Team Membership set up of the Product if there is a maximum and/or minimum member count as well as the value of the Seat Count on the Teams that has been previous bought if there are any.
Add Members
The Add Members button will open a Modal that will allow a user to add a member's details. Check out the Add Members section for more details.
Tab Navigation
To the right you will find a Home Tab, Members Tab, Reports Tab and Team Settings Tab.
Home Tab
The Home tab would display different panels that will provide quick access to the other Tabs for management features. The Group Panel will let you View the Group as well as display the Group Name and a quick overview of the Members and Leaders if there is a Synced Group with the Team. Then Members Panel that shows the number of Total Members as well as allows you to Manage Members and Add Member quickly. The Reports Panel will give direct access to the Reports Tab. The Team Setting Panel will give direct access to the Team Setting tab.
These panels can be customized by showing or hiding them and editing their descriptions via adding the following attributes to the shortcode:
- show_home_panel_members = true/false
- show_home_panel_reports = true/false
- show_home_panel_settings = true/false
- home_panel_members_description = "Invite or remove users. Set managers."
- home_panel_reports_description = "Review your members’ course progress."
- home_panel_settings_description = "Update your organization name and seat count"
- show_home_manage_seats_nav_button = true/false
- show_home_add_member_nav_button = true/false
- show_home_reporting_groups = true/false
An example application of this would be using
[membersync-group-dashboard-content show_home_panel_members=true home_panel_members_description="Member Description"]
Members Tab
The Members tab is further divided into the right and left side, include two sub tab called Members and Pending Invites. Both sub-tab Members would provide quick member management actions such as Search, Filtes, Adding Member and Member Invitation. Go to the Memeber Management for more details.
Team Settings Tab
The Teams Settings tab is exclusively accessible to Managers and Owners, offering direct management options that is divided into three panels. The first panel allows for renaming a Team if you prefer. The second provides Team Seats details such as the Membership Plan associated with the Team, the number of Seats available, the number of Members that is currently enrolled and lastly the date that the team is created. The third panel is for Adding additional Seats.
