Tutorial: Team Management (Professional)

Team Management: Complete Professional Tutorial

Collaborate with colleagues by inviting them to your ObituaryMonitor account.

What You'll Learn

• Inviting team members
• Understanding permission levels
• Managing team access
• Tracking team activity

Inviting Team Members

Step 1: Click Invite Member

1. Go to Team Management in sidebar
2. Click "Invite Member" button

Step 2: Enter Details

Required:

• Full Name: Jane Attorney
• Email: jane@smithlaw.com

Step 3: Select Access Level

Full Access:

• View all watches and matches
• Create, edit, delete watches
• Acknowledge matches
• Generate reports
• Manage cases

Read Only:

• View all watches and matches
• View cases and reports
• Cannot make changes

Step 4: Send Invitation

1. Review details
2. Click "Send Invitation"
3. Email sent to team member

Team Member List

Columns

Member Statuses

• Active (Green) - Invitation accepted
• Pending (Amber) - Not yet accepted
• Disabled (Gray) - Access suspended

Managing Team Members

Changing Access Level

1. Find the team member
2. Click the access level dropdown
3. Select new level
4. Changes take effect immediately

Resending Invitation

For pending invitations:

1. Click actions menu (...)
2. Select "Resend Invitation"

Removing Member

1. Click actions menu
2. Select "Remove Member"
3. Confirm removal
4. Access revoked immediately

Team Activity Tracking

Activity Log

Navigate to Team > Activity to see:

• All actions by team members
• Timestamps
• What was changed
• Who made changes

Security Notes

What Team Members CAN'T Access:

• Billing information
• Subscription settings
• Other team member management
• Account owner settings

Best Practices

• Full Access - Attorneys, senior staff
• Read Only - Assistants, clients
• Monitor activity for compliance
• Remove access promptly when needed

Next Steps

• Tutorial: Custom Branding
• Tutorial: Activity Logs
• Team Activity Export