Adding Team Members

Introduction: Adding new team members to your Device Rescue platform is an essential process for managing your team’s devices and assignments. The platform allows for detailed record-keeping without the need for external spreadsheets, improving efficiency and accountability. This guide will provide you with step-by-step instructions on how to add new team members to the system.

Step 1: Access the "Add Team Member" Form To begin adding a new team member, navigate to the "Team Members" section within your Device Rescue platform, then click "Add Team Member".

Step 2: Fill in the Required Information You will need to enter the following information for each team member:

• Team Member Name: Enter the full name of the team member.
• Job Title: Specify the team member’s official position within the organization.
• Hire Date: Provide the date on which the team member was hired.
• Work Phone Number: Enter the work phone number assigned to the team member.
• Personal Contact Information: It is mandatory to include the team member’s personal phone number and personal email address.
• Home Location: Provide the full home address of the team member, including street address, unit/suite/apartment number, city, state, and zip code. These fields are mandatory and are only used for your record keeping and for device retrieval functions.

Step 3: Enter Optional Information The following fields are optional and can be filled out as needed:

• Employee ID: If you have an employee identification system, enter the unique ID here. This is not a required field but can be useful for internal tracking.
• Work Email Address: Enter the team member's work email if applicable.
• Please note: The Employee ID must be unique if used, but it is not a mandatory field.

Step 4: Understand Team Member Access It is important to note that Team Members do not receive login credentials to the Device Rescue platform. Their information is used solely for administrative purposes and device tracking.

Step 5: Upon adding a team member, you can assign devices directly to them. This function allows you to track assignment dates and retrieval dates for equipment such as laptops, monitors, and tablets. This information is critical for device retrievals and ensures that all equipment is accounted for.

Conclusion: Once you have entered all the required and optional information, click on the 'Add Team Member' button to finalize the addition. Remember, the personal contact information and home location are required for device retrievals, and the Employee ID, while useful, is not mandatory. With these steps, you can easily manage your team's device assignments and avoid the complications of external spreadsheets.