How to Use the Team Management Window in Proposaly.io

1. Introduction

What this article covers:
This guide explains how to access and navigate the Team Management window in Proposaly.io, including viewing your team, using filters, and understanding the team overview layout.

Who this is for:
Workspace Owners, Admins, and Team Managers.

Why it’s useful:
Quick access to team details, filters, and user information helps streamline collaboration and manage your workspace efficiently.

2. Accessing the Team Management Window

• Click the Menu icon (☰) in the top-left corner.
• Select Team Management from the dropdown.
   

3. Team Overview and Table Layout

In the Team Management view, you'll see a user table displaying:

• Initials
• Full Name
• Role
• Email
• Phone Number
• Status
• Notification Settings
• Action Menu (three dots)

4. Using Filters to Sort Team Members

🔽 Status Filter

Choose between:

• Active
• Pending
• Paused
• All
   

👥 Role Filter

Filter users by:

• Owner
• Admin
• Member
• Guest
• Integrator
• All
   

5. Tips & Best Practices

• Use filters to find users quickly.
• Review status regularly to deactivate unused accounts.
• Keep roles aligned with responsibilities (see next article).

6. Additional Resources

• Managing User Roles in Proposaly.io
• Setting Up Notifications
• Understanding Workspace Permissions
   

7. Conclusion

The Team Management window offers a full view of your team and their roles. Use it to stay organized and ensure everyone has the right level of access.