Click any member in the list to open their Team Member Details in the panel on the right. This is the read-only view of everything on file for that person; an action bar at the top right gives you Edit (see 8.6) and Delete (see 8.12).
The top of every profile is an identity card showing:
- The member’s profile photo (a default placeholder if none has been set).
- Name, Email, Mobile Phone (shown as – until one is entered), and Role(s).
What appears below the identity card depends on the member’s roles:
- An Admin or Manager shows a Reporting section with their Reporting Access level (see 8.7).
- A member with the Technician role also shows the Privileges, Tech Settings, Per Visit Payroll (Optional), General Work Capacity, Upcoming Capacities, and Past Work Capacities sections described in 8.8 through 8.11.
- A member who is both (for example, an owner who also runs a route) shows all of the above.
Note: When a technician has no privileges turned on, the Privileges section reads No Additional Privilege Options Selected. Empty payroll and capacity fields read Not Set, and empty capacity lists read No Upcoming Capacities / No Past Work Capacities. These are normal until you fill them in.