How to: Manage your team members

It’s not uncommon for folks in service companies to change roles or leave the company. Here are two simple workflows to help you keep the staff organized in your HAVEN Pro account.

Assign members to a different team

How to do it?

Go to the kebab menu on the right side of the top navigation bar & select “Company”.
Select the “Team” tab in the left panel.
Find the user you want to change the team for in the Service Company Members table, click the kebab menu on the right side and then “Edit Team”.
Use the dropdown menu to make a new team selection.
Click “Save” in the top right corner of the page (or cancel if you want to discard the change!).
There you have it! This member will now receive specific support tips regarding the new team you’ve filed them into.

Remove members

Have someone on the team who no longer needs access to your HAVEN customers or no longer installs HAVEN devices? You can revoke all access by removing them from your HAVEN Pro service company account.

How to do it?

Go to the kebab menu on the right side of the top nav bar & select “Company”.
Select the “Team” tab in the left panel.
Find the user you want to remove, click the menu on the right, and then “Remove”.
And Bob’s your uncle, aka. you’re done! That team member’s service company permissions will be revoked and they will no longer be able to install devices on behalf of your company, or view any customer details in the HAVEN Pro Portal.