Manage team members

Everyone in your organization is listed on the member screen. To open it, tap the people icon at the top of the Team tab, or on the Profile tab tap your organization's name or Manage Team. The header shows your organization's name and how many members it has.

Who can do this: admins and managers. Managers can manage Sales Reps only.

#Invite people

Under Invite Team Members you'll find three codes: Sales Reps, Closer and Manager. Each code sets the new person's role when they sign up: a Closer code makes a Sales Rep with Closer turned on, and a Manager code makes a Manager. There's no code for Administrator; promote someone after they join.

• Copy a code: tap it and share it however you like. New people enter it under Invite Code when they create their account (see Join your team).
• Email it: with Email selected, type one or more addresses and tap Email Sales Rep Invites, Email Closer Invite or Email Manager Invite. The email includes the code and a link to the app.

#Approve join requests

When someone who already uses SolarKnock asks to join with your Sales Reps code, they appear under Pending Requests. Tap the check mark to approve them as a Sales Rep, or the cross to turn them down.

#The member list

Under Team Members, each row shows the person's name and email, a role button (R, M or A) and a Closer pill. Tap a row to see Closer availability, Google Calendar, Last active and Avg knock distance · 30d, the average distance between the rep's phone and the pins they dropped.

• Change a role: tap the role button and pick Sales Rep, Manager or Administrator. Who can do this: admins.
• Closer: tap the Closer pill to turn it on (green) or off (gray). Closers can be booked on appointments.
• Disable someone: tap the red cross and confirm Disable. They lose access to your organization right away, but their knocks, leads and appointments stay. Someone disabled in every organization they belong to can't sign in.
• Restore someone: tap Show disabled at the bottom of the list, then tap the green arrow on their row and confirm Enable.

You can't change your own role or Closer switch, or disable yourself.

#Reset a member's password

Use this when a rep can't get into their email to reset their own password.

1. Tap the member's row, then Reset… next to Password.
2. Type a new password of at least 8 characters, or tap Generate a password.
3. Tap Set password, then give them the password shown.

They get an email saying their password was reset, and they should change it from Profile. Anyone already signed in on their phone stays signed in until that sign-in expires.

Who can do this: admins, for members who aren't admins. Admins reset their own password from Profile or the sign-in screen.