Updating and Managing Team Members

Trovve integrates with Microsoft 365 (M365) to automatically sync basic user details such as email, job title, and profile picture. However, you can update additional information manually to ensure comprehensive team member profiles. Here’s how to manage these details effectively.

Accessing User Management Settings

1. Open Settings:
   • Click on your profile picture or initials at the bottom of the main menu.
   • Select 'Settings' from the dropdown menu.

Navigating to User Information

1. Go to the Users Tab:

   • Within the settings menu, click on the 'Users' tab.

2. Select a User to Update:

   • Choose the user whose information you wish to update by clicking on their name.

Updating User Details

1. Edit User Information:
   • Fields that are synced automatically from M365, such as email, job title, and profile picture, will be greyed out and cannot be modified.
   • You can update the following fields where applicable:
     • Group: Assign or change the user’s group affiliations.
     • Date of Hire: Update or add the user's start date in the company.
     • Time Zone: Adjust the user’s primary time zone.
     • Work Schedule: Modify or assign a new work schedule.
     • Role: Update the user’s role within the organization.
     • Manager: Assign or change the user’s direct manager.
     • City and Country: Update geographical details as needed.
     • Birth Date: Add or adjust the user’s birth date.