Managing Team Members

Team members are employees or staff who help manage deliveries but have limited access to the Business Portal. This article explains how to add, assign, and manage team members.

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What Are Team Members?

Definition:

Team members are users who can:

• View orders from assigned pickup locations
• Fulfill orders (process payments and send to drivers)
• Track deliveries

Team Members CANNOT:

• Access Settings or API keys
• View/manage payment methods or billing
• Create or edit manual orders
• Add/remove other team members
• Delete orders
• Configure webhooks or integrations

Use Cases:

• Warehouse staff who fulfill orders
• Store employees who process shipments
• Delivery coordinators
• Operations managers

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Accessing Team Members Page

Navigation:

• Click "Team Members" in sidebar
• Or go to: portal.shaloz.com/team-members

Page Shows:

• Table of all team members
• Search functionality
• Add team member button
• Actions (edit, delete, map centers)

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Viewing Team Members

Table Columns:

• Name - First and last name
• Phone Number - Login credentials
• Assigned Centers - Which pickup locations they can access
• Actions - Edit, delete, map centers buttons

Features:

• Search - Filter by name or phone number
• Pagination - Navigate through team member lists

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Adding a Team Member

Step-by-Step:

1. Click "Add Team Member" Button

• Located at top of page
• Opens team member creation form

2. Enter Team Member Information

Required Fields:

• First Name - Team member's first name
• Last Name - Team member's last name
• Phone Number - US phone number (for login)

Phone Number Notes:

• Must be unique (not already registered)
• Used for login (not email)
• Auto-formats as you type

3. Submit

• Click "Add Team Member" or "Save"
• Team member account created
• They can now log in

4. What Happens Next:

For the Team Member:

• Receives SMS with login instructions (if notifications configured)
• Can log in at portal.shaloz.com using their phone number
• Sees "Team Portal" view (limited access)

For You:

• Team member appears in your list
• You can now assign them to pickup locations

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Assigning Pickup Locations to Team Members

Why Assign Centers:

• Team members only see orders from assigned centers
• Useful for location-specific staff
• Keeps workload organized

Step-by-Step:

1. Find Team Member in List

2. Click "Map Centers" Button

• Opens center assignment modal
• Shows list of all your pickup locations

3. Select Centers

• Checkboxes next to each center
• Check centers this team member should access
• Can select multiple centers
• Or leave all unchecked (they won't see any orders)

4. Save Assignments

• Click "Save Assignments" or "Save"
• Team member's access updates immediately

5. Team Member's View Updates

• They now see orders from assigned centers only
• Dashboard filters automatically
• Cannot see orders from other centers

Example:

• Team Member: "John Doe"
• Assigned Centers: "Main Warehouse", "Downtown Store"
• John can only view and fulfill orders from those two centers
• Orders from "North Center" are hidden from John

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Editing Team Member Information

What You Can Edit:

• First name
• Last name
• Phone number

Step-by-Step:

1. Click "Edit" Icon

• Pencil icon in Actions column
• Opens edit form

2. Modify Details

• Update name or phone number
• Note: Changing phone number changes their login credentials

3. Save Changes

• Click "Save"
• Updates applied immediately
• Team member uses new phone for login (if changed)

Phone Number Change:

• If you change phone number, team member must verify new number on next login
• Old number no longer works
• Notify team member of the change

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Removing a Team Member

When to Remove:

• Employee left company
• No longer needs access
• Temporary staff finished contract

Step-by-Step:

1. Click "Delete" Icon

• Trash can icon in Actions column
• Opens confirmation dialog

2. Confirm Removal

• Warning: "Team member will lose portal access immediately"
• Click "Confirm" or "Delete"

3. Team Member Removed

• Disappears from list
• Can no longer log in
• Historical actions (orders they fulfilled) are preserved

What Happens:

• Team member's login blocked immediately
• If currently logged in, they're logged out on next action
• No impact on orders they previously fulfilled

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Team Member Login & Experience

How Team Members Log In:

1. Visit portal.shaloz.com

2. Enter Phone Number

• Same phone verification flow as business owners

3. Verify SMS Code

• Receive code via SMS
• Enter code to login

4. Redirected to Team Portal

• Limited view
• Only see assigned centers
• Cannot access settings

Team Portal View:

What They See:

• Dashboard - Metrics for their assigned centers only
• Fulfillment Data - Orders from assigned centers
• Can view, fulfill, track
• Cannot create, edit, delete
• Pickup Locations - Read-only view of assigned centers
• Notifications - Order updates for their centers

What They DON'T See:

• Settings page
• API Keys
• Payment Methods
• Team Members page
• Shipment Zones
• Docs (API documentation)
• Business-wide metrics (only their centers)

What They Can Do:

• View orders from assigned centers
• Fulfill orders (process payments, send to drivers)
• Track deliveries in real-time
• View notifications for order updates
• Cancel orders (if in pending/processing status)

What They CAN'T Do:

• Create manual orders
• Bulk upload orders
• Edit order details
• Access settings or API keys
• Manage payment methods
• Add/remove team members
• Configure webhooks
• Delete orders

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Best Practices

When to Use Team Members:

Good Use Cases:

• Warehouse staff who fulfill orders daily
• Store employees at specific locations
• Delivery coordinators managing logistics
• Shift managers responsible for shipments

Not Recommended:

• External contractors (use API integration instead)
• Temporary access (add/remove as needed)
• Users needing full access (make them business owners instead)

Organizational Tips:

1. Assign by Location

• Warehouse A staff → Warehouse A center
• Store B employees → Store B center
• Clear separation of responsibilities

2. Name Conventions

• Use full legal names for accountability
• Consistent formatting (First Last)

3. Regular Audits

• Review team member list quarterly
• Remove inactive users
• Update assignments as needed

4. Communication

• Notify team members when you add them
• Provide login instructions
• Explain their limited access scope

Security Best Practices:

1. Remove Immediately When Leaving

• Don't wait - delete access same day
• Prevents unauthorized actions

2. Don't Share Login Credentials

• Each team member should have their own account
• Tied to their phone number

3. Monitor Actions

• Review orders fulfilled by team members
• Check for anomalies

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Team Member vs. Business Owner

Comparison:

| Feature                | Business Owner | Team Member            |

| ---------------------- | -------------- | ---------------------- |

| View Orders        | All centers    | Assigned centers only  |

| Create Orders      | Yes            | No                     |

| Edit Orders        | Yes            | No                     |

| Fulfill Orders     | Yes            | Yes                    |

| Cancel Orders      | Yes            | Yes (assigned centers) |

| Track Deliveries   | Yes            | Yes (assigned centers) |

| Access Settings    | Yes            | No                     |

| Manage API Keys    | Yes            | No                     |

| View Billing       | Yes            | No                     |

| Add Team Members   | Yes            | No                     |

| Configure Webhooks | Yes            | No                     |

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Troubleshooting

Issue: Team Member Can't Log In

Solutions:

• Verify phone number is correct in your system
• Check they're entering correct phone number
• Ensure they're receiving SMS code
• Try "Call Me" option for voice verification
• Remove and re-add team member if stuck

Issue: Team Member Sees No Orders

Reasons:

• No pickup locations assigned to them
• No orders exist for their assigned centers

Solutions:

• Go to Team Members page
• Click "Map Centers" for that team member
• Assign at least one pickup location
• Verify orders exist for those centers

Issue: Team Member Needs More Access

Solutions:

• Team members have fixed permissions (cannot be customized)
• If they need full access, consider making them a business owner
• Or use API integration for custom access patterns
• Contact support for multi-owner account setup

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Multi-Business Team Members

Advanced Feature:

Some team members can access multiple business accounts (if added by multiple businesses).

How It Works:

1. Team member logs in with phone number
2. System detects multiple business associations
3. Team member selects which business to access
4. Portal loads that business's data

Use Case:

• Shared fulfillment providers
• Agencies managing multiple clients
• Logistics coordinators

Setup:

• Each business adds the same phone number as team member
• Team member automatically gets multi-business selection on login

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API Access for Team Members

Not Available:

Team members do not get API keys. API access is for business owners only.

Alternative:

If team members need programmatic access, use business owner API keys in a custom application with role-based access control.

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Need Help?

Can't Add Team Member?

• Verify phone number is unique (not already registered)
• Check all required fields filled
• Try different phone number
• Contact support: help.shaloz.com

Team Member Access Issues?

• Verify pickup locations assigned
• Check they're using correct phone number
• Ensure SMS verification working
• Contact support for troubleshooting