Adding Team Members

Adding Team Members

Managers and admins can add sales representatives and other team members to their organization. Team members are linked to a user account and assigned to a manager within the organization.

How Team Members Work

In Oliver AI, a team member is a record that connects a user account to your organization:

• Each team member is linked to a User (login credentials, email, role).
• Each team member has a Manager (the person who oversees them).
• Team members belong to an Organization and optionally a Location (for multi-store setups).

Adding a Team Member Directly

Managers can create team members directly:

1. Navigate to Team Members in the sidebar.
2. Click Add Team Member.
3. Fill in the required fields:

Field	Description	Required
First Name	Team member's first name	Yes
Last Name	Team member's last name	No
Email	Email address (used for login)	Yes
Phone	Phone number	No
Password	Initial password for the account	Yes
Role ID	Role assignment within the organization	No
Organization ID	Your organization (auto-filled from your token)	No
Location ID	Location/store assignment for multi-store orgs	No

4. Click Save.

When a team member is created directly:

• A new user account is created with the employee role.
• The user is assigned a unique member ID automatically.
• The team member record is linked to the creating manager.
• The user may be required to reset their password on first login (must_reset_password flag).

Viewing Team Members

To see your current team:

1. Go to Team Members.
2. The list shows all active members with their name, email, role, and status.
3. Click on a member to view their full profile and performance data.

Managers can filter team members by:

• Active/inactive status -- Toggle to show or hide inactive members.
• Location -- Filter by store or branch for multi-location organizations.

Updating Team Members

To edit a team member's information:

1. Click on the team member from the list.
2. Update their details (name, email, phone, role, location).
3. Save the changes.

Deactivating a Team Member

Rather than deleting team members, Oliver AI uses soft deactivation:

1. Open the team member's profile.
2. Set their status to inactive.
3. The member will no longer appear in active team lists.

Deactivated members:

• Cannot log in to the platform.
• Their historical data (calls, evaluations) is preserved.
• Can be reactivated later if needed.

Manager Assignment

Each team member is assigned to a manager. The manager:

• Can view the team member's practice sessions and evaluations.
• Can assign training scenarios to the team member.
• Sees the team member's data in team analytics.
• Is responsible for the team member's development.

User Unique IDs

Every user in Oliver AI receives a unique member ID when their account is created. This ID is used for tracking and identification across the platform.

Note: When adding team members, ensure the email address is valid and accessible. The member will need access to this email for verification and password reset. If you add a member with an incorrect email, you will need to update it or create a new account.

Bulk Member Management

For organizations with many reps, consider using the invitation system to onboard multiple members efficiently. See the Invitations article for details.