Create members
🟩 The member area makes it possible to manage contact persons of an organization and control their access to Leadtime.
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The members area in Leadtime allows you to manage contact persons in an organization. You can enter the names and roles of members here and control their authorizations in Leadtime. The area also offers the option of documenting personal information, settings and the influence of people within the organization. All of this improves the flow of communication and collaboration with external stakeholders.
How to manage members in an organization
Access the members area
- Navigate to "Organizations":
- Open the "Organizations" tab in the left navigation bar.
- Select the desired organization from the list to open its detailed view.
- Switch to the "Members" tab:
- In the detailed view of the organization, you will find the "Members" tab. Click on it to open the member administration.
Show members
All members of the selected organization are displayed in the list view. Each member is displayed with the following information:
- Name: The first and last name of the member as well as an avatar (profile picture).
- Position: The member's professional role or title in the organization (e.g. CEO, sales, project manager).
- Status: Here you can see whether the member is marked as "Active" and whether they can log in to Leadtime.
Filter and search functions
The following functions are available to help you find specific members more quickly:
- Quick Search: Use the search field to search specifically for members by name or position.
- Add Filter: Use this function to apply advanced filter criteria to refine the list of displayed members (e.g. by position, status or user role).
Detailed view of a member
If you click on a member in the list, the detailed view opens on the right-hand side of the screen. This consists of two tabs: Overview and Journal.
Overview" tab
The "Overview" tab displays the member's most important information at a glance:
- Basic information:
- Name: The member's full name.
- Position: The professional role within the organization.
- Degree: The highest academic degree (e.g. MBA, Bachelor).
- Date of birth: The member's date of birth.
- Active: Indicates whether the member is currently active or not.
- Access to Leadtime:
- Can log in to Leadtime: Indicates whether the member has access to the Leadtime system.
- User role: Shows the assigned role of the member (e.g. "Guest" or "External"). The role determines which rights the member has within the system.
- Contact details:
- Address: The member's postal address (street, house number, zip code, city, country).
- E-mail: The member's e-mail address.
- Telephone number: The member's telephone number.
- Social networks: If available, links to profiles on social networks (e.g. LinkedIn) can be stored.
- Personality:
- Influence level: The influence level describes how much influence this member has within the organization (low, medium, high).
- Attitude: This describes the member's general attitude towards your company (e.g. well-intentioned, neutral, critical).
- Personality: A profile that describes the member's typical behavior (e.g. stable, proactive, dominant).
Journal" tab
You can record notes and feedback on the member in the journal. These entries are useful for documenting behavior, progress or other important observations that could be relevant for the collaboration. The following options are available in the journal:
- Add journal entry: Here you can leave a new note that is visible either for internal purposes or to the member.
- Mood: Note the mood you have perceived in the member (e.g. happy, neutral, dissatisfied).
- Reminders: You can set a reminder to review a specific agreement or feedback point at a later date.
Add member
To add a new member, click on the "Add member" button. This opens a dialog in which you can enter the following information:
Basic information
- First name and surname: The full name of the new member.
- Gender: Select the gender of the member (optional).
- Title and degree: Optionally, you can add the title (e.g. Dr., Prof.) and the member's highest academic degree.
- Date of birth: Enter the member's date of birth.
- Avatar: Upload a profile picture of the member by clicking on the "Add files here" field and selecting a picture.
Access to Leadtime
- Active: Activate this option if the member should be active.
- Allow access to the system: If the member should have access to Leadtime, activate this option and select a user role (e.g. "Guest").
Contact details
- Country, zip code, city: Enter the member's address.
- Street and house number: Optionally, you can enter the member's full address.
- Telephone number: The member's telephone number.
- E-mail: The member's e-mail address.
- Social networks: Enter links to the member's social networks (e.g. LinkedIn profile).
Personality
- Influence level: Describe how much influence this member has in their organization (low, medium, high).
- Attitude: Note whether the member has a positive, neutral or critical attitude towards your company.
- Personality: Choose from the suggested character traits (e.g. stable, conscientious, dominant).
Once all fields have been filled in, click on "Save" to add the member to the organization.