Manage Team Members

This document offers step-by-step guidance on managing team members and staffing, highlighting the essential aspects of the process.

Add a team member

1. Open the application
2. Go to Teams
3. Click on Add New Consultant
4. Fill in the mandatory information
5. Click Save to save the consultant information
6. or click Cancel to close the modal without saving your changes

Edit a team member

1. Open the application
2. Go to Teams
3. Click on Edit Consultant
4. Edit the Consultant information
5. Click Save to save the consultant information
6. or click Cancel to close the modal without saving your changes

Delete a team member

1. Open the application
2. Go to Teams
3. Click on Delete Consultant
4. Confirm consultant deletion