Articles on: B2B Sales Workspace
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How to add your team to the workspace and assign roles?

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Welcome to Tradeics

In this article, we will guide you how to add a team and assign roles


1-From the dashboard, specifically the navigation menu on the left , click on "Workspace Settings."

2-Then, click User Management.


3-Before adding employees, you must add departments and permissions first to classify the employees later.

4-Click on "Departments" and add departments such as Purchasing, Finance, Production, or whatever suits your company.


5-Then click on "Permissions" and start adding roles such as Manager, Assistant Manager, or as per your company’s role titles.

6-Now, returning to the "Organization" page, you can add your team all at once by clicking on "Import" and downloading the template to add employee data as shown.



7-Alternatively, you can add each employee individually by clicking on "Add User," entering the employee’s data, and clicking "Add," and the invitation will be sent immediately.


# For further inquiries or explanation, please feel free to contact us through the support icon at the bottom right.


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Updated on: 06/07/2025

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