Getting started

This article details what each role within Palmtech Complete is. It also shows you how to add, edit, or delete team members within your organization.

• Team Roles
• Adding team members
• Editing team members
• Deleting team members

Team Roles

The Team settings section provides the flexibility to manage your inspectors and office employees, along with their system permissions. There are three different types of team members, each with varying degrees of permission., they are:

Adding team members

In order to add members to your team, an active subscription and available software licenses are required.

Team members can be added in a couple of easy steps:

1. From the portal Dashboard, click on your profile name and picture in the top right corner of the screen
2. Choose the Settings option
3. Within the Account Settings view, click on the Team button
4. In the Team view, click on the green Add new + button
5. A new window will appear, within this new window fill out the details for the team member you want to add. Note: A first name, email, and role are the minimum requirements for a new entry. You also must have an available license to add a new team member.
6. Once you've filled out the team member's details, click the green Finish button in the bottom right corner of the screen to complete the setup
7. The new member will receive an email asking them to create a password for their new Palmtech account
8. Once they've created a password for the account, they'll be able to log into Palmtech Complete

Editing team members

Editing a team member is done within the Team section of Settings.

1. From the portal Dashboard, click on your profile name and picture in the top right corner of the screen
2. Choose the Settings option
3. Within the Account Settings view, click on the Team button
4. In the Team view, click on the name of the team member, or the edit icon on the right, to open a detailed view of their profile
5. Within the new window, change the details you wish to modify for the team member.
6. Once finished, click the green Update button in the bottom right corner of the screen to complete the setup

Deleting team members

Deleting a team member revokes their access to Palmtech Complete. Their credentials will become inactive and they'll receive a notification informing them of their revoked access when attempting to log in.

1. From the portal Dashboard, click on your profile name and picture in the top right corner of the screen
2. Choose the Settings option
3. Within the Account Settings view, click on the Team button
4. In the Team view, click the delete icon on the right side of the screen for the team member you wish to delete
5. A confirmation screen will appear asking you to confirm your choice
6. All done. The team member has been successfully removed