The Team Member Details page gives you a concise overview of a user's performance and how they compare to the team. 

Team members with the role of an Administrator, Location Manager or the Account Owner can also change roles or delete users here.

How to access the Team Member Details page

There are 4 ways to get to the page:

  1. The easiest way to look at your own Team Member Details is to type in the following url:
  2. On the Overview page, you can simply click on the name of a co-worker to get to their Team Member Details. 
  3. On all dashboard pages (except the Service View) you can use the Search function to find team members and their details.
  4. Go to the Locations tab on the bottom left of the page and click on the location's name the team member is working at. Then go to the TEAM tab and click on the name you've been searching for. 

The left column of the Page shows account-related information, such as name and mail address, and what roles they hold in which locations. 

Add roles for the user by clicking on the "+" button or delete roles by clicking on "x" next to the location's name. 

Delete the account by using the REMOVE USER ACCOUNT button on the bottom of the page.

The right column of the page gives an overview of the team member's performance over time. At the top, you can track the total number of visitors he or she dealt with as well as how many of them were cancelled or "no shows". 

At the center of the Team Member Details Page, the number of visitors served is compared to other team members. Hover your mouse over one of the member symbols to see how many visitors others served.

The graph at the bottom of the page visualizes the team member's performance over time. The lighter graph indicates the average service time, the darker one the number of visitors served. Hover your mouse over a graph to see the exact number at a certain point in time.

The time frame for displaying a performance can be adjusted. If you wish to see data for the previous week or for a specific time period, find the TIME FRAME button on the upper right of the page and pick one of the options. 

Set an individual time frame by clicking on Select period and choosing two dates from the calendar that pops up.

Did this answer your question?