Manage the team and roles
In the partner dashboard, every member of your team signs in with their own account and sees the screens their role requires. There are four roles: Owner, Administrator, Sales, and Accounting. A person without an account receives a password-setup link by email.
- Only the organization's owner manages the team; an administrator can view the team.
How do I manage the team and roles?
In the partner dashboard, every member of your team signs in with their own account and sees the screens their role requires. Who can do this: Only the organization's owner manages the team; an administrator can view the team. A member appears in the list with their role; their menu and buttons open according to their role. There are four roles: Owner, Administrator, Sales, and Accounting.
Steps
From the menu on the left, Teamgo in.
- 1The member's role determines their permissions
- 2New member's email
- 3New member's role
- 4Add the member
Add member section, enter the person's Full name and Email information, select their role, and Addclick it.
If the person doesn't have a DBLinx account, a password-setup link is sent to their email address. They open the link and Set your password screen to set a password of at least 8 characters, then Go to login to enter the dashboard.
- 1Invited account
- 2Your new password
- 3Save the password
To change a member's role, use the role selector in the list.
To remove a member, Removethen Yes, removeto remove it.
Invitation link
In the row of a member who hasn't set their password, invitation pending appears, and two buttons are shown. These buttons Owner and Administrator can be used by those with this role; an administrator cannot resend an owner's invitation.
- Resend invitation: a new password-setup link is sent to the person's email.
- Copy link: no email is sent; the new link is shown only on your screen, once. Copyclick it and send the link to the person directly in a message. Use this method if the invitation email landed in the spam folder or never arrived at all.
The link is valid for 7 days and can be used once. When you create a new link, the previous ones are immediately invalidated; only send the person the most recent link. Anyone who receives the link can set this account's password, so send it only to the person themselves.
These buttons don't appear for a member who has already set their password. A person who forgot their password uses the I forgot my password link on the login screen (I forgot my password).
Customer and order permissions
- Owner and Administrator: creates, edits, and deletes customers; changes a customer administrator's email; creates, edits, and cancels orders; sends refund and closure requests to DBLinx.
- Sales: creates and edits customers; changes a customer administrator's email; creates, edits, and cancels orders, and resends the setup invitation; sends refund and closure requests to DBLinx. Cannot delete customers; DBLinx approves or rejects the request.
- Accounting: views customers and orders; cannot change them or open requests.
While your organization is suspended, you can still view your records; editing, deleting, canceling, and submitting requests are not possible.
Activity history
Every change made in the dashboard (creating, editing, or deleting a customer; creating, editing, or canceling an order; sending links and invitations; team, rate, and invoice operations) is recorded along with who performed it. The Owner and Administrator Team can see, below the Activity historyscreen, the last 200 actions with their date and time.