Manage your team members, assign roles and enhance collaboration.
Team Management
Manage your team efficiently and enhance collaboration with Orca SaaS.
Adding Team Members
Invite new users to the system:
- Go to Settings > Team Management
- Click 'Invite Member' button
- Enter email addresses
- Define roles and permissions
- Send invitation
Role and Permission Management
Different roles and permission levels:
- Admin: Full access and management rights
- Manager: Team management and reporting
- Sales Representative: Standard sales operations
- Viewer: Read-only access
Sharing and Collaboration
Collaborate effectively with team members:
- Share opportunity cards
- Shared notes and comments
- Task assignment and tracking
- Real-time notifications
Performance Tracking
Measure team performance:
- Individual sales targets
- Activity metrics
- Leaderboard and gamification
- Performance evaluation reports
Communication Tools
Integrated communication features:
- Internal messaging
- Notification center
- @mention tagging
- Activity feed