Members
Basic user management tools for adding and managing team members
Members
The Members section provides basic tools for managing your organization's users, including adding new team members and maintaining user accounts.
Overview
User Management Features
Sharkforce offers basic user management capabilities:
User Administration
- Add and remove team members
- Manage user profiles and information
- Configure basic roles and permissions
- View user activity and status
Access Control
- Role-based permission systems
- Basic feature access management
- Organization-specific data isolation
Adding New Members
Individual User Addition
Basic Information Required
- Full name and display name
- Email address (primary identifier)
- Job title and department
- Employee ID (if applicable)
Contact Information
- Phone number
- Office location
- Emergency contact details
Employment Details
- Hire date
- Employment type (full-time, part-time, contractor)
- Work schedule and shift patterns
- Reporting manager
User Invitation Process
Invitation Workflow
- Enter user information in the invitation form
- Send invitation email to the new user
- User receives email with sign-up link
- User completes account setup
- User joins the organization
Invitation Management
- Track invitation status
- Resend invitations if needed
- Cancel pending invitations
- Monitor invitation acceptance rates
User Profile Management
Profile Information
Personal Details
- Profile photo upload
- Contact information updates
- Basic personal preferences
Professional Information
- Job title and description
- Department and team assignments
- Skills and certifications
System Settings
- Login credentials management
- Basic notification settings
- Feature access permissions
Roles and Permissions
Role Management
Available Roles
- Administrator (full system access)
- Manager (team management capabilities)
- Employee (standard user access)
Permission System
Feature Permissions
- Dashboard access levels
- Report generation capabilities
- User management functions
- System configuration access
Data Permissions
- View permissions (what data users can see)
- Edit permissions (what data users can modify)
- Delete permissions (what data users can remove)
Administrative Permissions
- User account management
- System settings configuration
- Security policy management
User Status Management
Active Users
User Activation
- Account activation procedures
- Welcome email automation
- Initial setup guidance
Status Monitoring
- Login activity tracking
- Basic feature usage monitoring
- User engagement indicators
Inactive Users
Account Management
- Temporary deactivation
- Account suspension procedures
- Access restriction protocols
User Offboarding
- Account deactivation procedures
- Data transfer protocols
- Access revocation checklists
Security Features
Access Security
Authentication Requirements
- Password policy enforcement
- Multi-factor authentication setup
- Session management rules
- Login attempt monitoring
Security Monitoring
- Basic suspicious activity detection
- Access pattern analysis
- Security incident reporting
Data Privacy
Privacy Controls
- Personal data protection
- Basic consent management
- Data minimization practices
Basic Reporting
User Analytics
Usage Statistics
- Login frequency and patterns
- Basic feature utilization rates
- User engagement indicators
Administrative Reports
- User status summaries
- Basic permission audit reports
- User activity logs
Troubleshooting
Common Issues
User Access Problems
- Login difficulties
- Permission errors
- Feature access issues
- Password reset problems
Administrative Issues
- User invitation problems
- Role assignment issues
- Account activation failures
- Data synchronization errors
System Maintenance
Regular Maintenance Tasks
- User data cleanup
- Permission audits
- Security reviews
- Performance optimization
Best Practices
User Management Strategy
Onboarding Excellence
- Standardized onboarding processes
- Clear role definitions
- Regular check-ins
Ongoing Management
- Regular permission reviews
- Performance monitoring
- Feedback collection
Security Best Practices
Access Control
- Principle of least privilege
- Regular access reviews
- Prompt access revocation
- Strong authentication requirements
Data Protection
- Privacy by design
- Data minimization
- Regular security audits
This documentation reflects the current state of the Sharkforce member management system.