My Teams
The My Teams area allows you to organize mentors into groups, assign clients to each mentor, and define which products each team has access to.
Administrators can manage all products, students, and storefront, even those not assigned to them. Permissions can be accumulated.
Overview
The main screen displays all created teams. Each team shows:
- Team name
- Linked available products
- List of mentors with name, email, and number of visible clients
Create a New Team
Click "+ New Team" in the upper left corner. In the form, fill in:
Team Name Enter the name to identify the group.
- Example: My Team
Click "Save" to create the team.
Manage Team
Clicking "Manage Team" next to any team opens a menu with the following options:
Mentors
- Add Mentor — adds a mentor to the team
Products
- Add Products — makes products available to the team
Team
- Delete Team — permanently removes the team
Add Mentor
Clicking "Add Mentor" opens a form with the following fields:
- Add existing mentor to the team — option to link a mentor already registered on the platform
- Email — mentor's email
- Name — full name
- Phone (optional)
- Password (optional)
Advanced Permissions Define the mentor's access level on the platform. For each area, you can grant View and/or Create permissions:
| Area | Available Permissions |
|---|---|
| Meetings | View / Create |
| Clients | View / Create |
| Videos | View / Create |
| Integrations | View / Create |
| Profile | View / Create |
| Products | View / Create |
| Teams | View / Create |
| Events/Calendar | View / Create |
| Student Report | View / Create |
| Storefront Design | View / Create |
Check "Select All (Admin)" to grant full access to the mentor.
You can also apply a saved Permissions Template by clicking the corresponding button.
Click "Save" to add the mentor.
Add Products to the Team
Clicking "Add Products" in the Manage Team menu opens a window displaying all available products with their name and type. Select the products the team will have access to and click "Assign".
Actions per Mentor
Clicking "Options" next to each mentor within the team, the following actions are available:
- Edit Mentor — changes the mentor's data and permissions
- Assign Clients — selects which clients will be assigned to the mentor
- View Assignments — displays clients already assigned to the mentor, with the option to filter by team and export as CSV
- Remove Assignment — removes the clients assigned to the mentor
- Remove Mentor — permanently removes the mentor from the team
Assign Clients to a Mentor
Clicking "Assign Clients" opens a window displaying all available clients with their name and email. Select the desired clients using the checkboxes and click "Assign".
The listed clients have access to the team's products. If a client is not found, verify that they have access to the team's product and that the team has the product available.
View Assignments
The View Assignments window displays all clients assigned to the selected mentor, with the columns: Name, Team, and Mentor's Email.
Available filters:
- Search by name or email
- Filter by team
Click "Export CSV" to download the assignment list.
Permissions Template
Click "Permissions Template" on the main screen to create or edit reusable permission templates, speeding up the registration of new mentors.
How to create a template:
- Select an existing template to edit, or leave it blank to create a new one
- Enter the Template Title
- Define the permissions for each area (View / Create)
- Click "Save"
The created templates are available for selection when adding new mentors.