Feature Overview

The Team Member Management feature allows you to view, add, and manage all users within your GTM Engine account. This centralized dashboard provides visibility into your account's designated billing point of contact, seat allocation, and the status of each team member, enabling efficient user administration and quota management.

Benefits to the User

• Streamlined User Management: Easily add new team members and manage existing ones from a single interface
• Quota Tracking: Set and monitor sales quotas for team members on a quarterly basis
• Account Visibility: View account plan details and seat allocation at a glance
• Access Control: Maintain appropriate system access by managing user roles and permissions
• Onboarding Efficiency: Quickly invite new users to activate their accounts

Accessing the Feature

1. Log in to your GTM Engine account
2. Click on the Settings menu in the navigation bar
3. Select Team Members from the settings options

Step-by-Step Usage Guide

Viewing Account Information

At the top of the Team Members page, you'll find important account information:

• Billing Point of Contact: The designated person responsible for account billing
• Account Plan: Your current subscription plan (displayed in the top-right corner)
• Seat Allocation: The number of seats consumed and remaining in your quota

Adding a New Team Member

1. Locate and click the Add User button on the top right side of the page
2. In the dialog modal that appears, enter the following information:
   • First name
   • Last name
   • Email address
   • Role (e.g., Organization Admin, Member, Guest)
   • Job level (e.g., AE, Manager, Executive)
   • Quota settings for each quarter of the current year (2025)
   • Optional: Add quota for next year
3. Click Save to add the team member to your account

Managing Existing Team Members

The main section of the page displays a list of all team members associated with your account, including the following user data:

• Name
• Email address
• Role
• Job level
• Status (Active or Inactive)
• Quota (Set or Not Set)
• Gmail connection status (Connected or Not Connected)
• Actions menu

Finding Specific Team Members

Use the search field at the top of the team member list to quickly locate specific users by typing their name or other identifying information.

Editing Team Member Information

1. Find the team member you wish to edit in the list
2. Click the Actions pencil icon in the rightmost column
3. Modify the user's information as needed
4. Click Save to apply your changes

Inviting Inactive Users

If a team member appears as "Inactive" and has not yet logged in:

1. Locate the team member in the list
2. Click the Email icon in the Actions column
3. Review the user's information in the confirmation dialog
4. Click Confirm to send an invitation email

Tips and Best Practices

• Regular Maintenance: Review your team member list periodically, especially as team members leave the organization, to ensure proper access control
• Complete Information: When adding new users, provide complete information including quotas to ensure accurate reporting
• Consider Financial Impact: Be aware that removing users may impact overall financial reporting and historical data
• Role Assignment: Assign appropriate roles and permissions based on job responsibilities:
  • Admin: For users who need to manage account settings and other users
  • Member: For standard users who need full access to their own data
  • Guest: For limited access users such as contractors or temporary team members
• Quota Planning: Take advantage of the ability to set quotas for the current year and next year to support forecasting efforts

Note: Changes to team member status will affect overall financial calculations and reporting. Ensure you understand these implications before deactivating users.