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Overview

Team management allows you to maintain a roster of staff members for your active collection center. Team members can be assigned as collectors when creating tickets, providing traceability for who handled each collection.

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Understanding Team Members

Each team member belongs to a specific collection center and includes:
  • Full name: The member’s complete name
  • Cedula: National identification number (optional)
  • Phone: Contact phone number
  • Role: Job title or function (e.g., Recolector, Coordinador, Supervisor)
  • Active status: Whether the member is currently active

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Center-Specific Members

Team members are scoped to individual collection centers. When you switch the active center in the Dashboard, you’ll see a different set of team members.
Each collection center maintains its own team roster:
  • Members are only visible when their center is active
  • Members can only be assigned to tickets for their associated center
  • You must have an active center configured before adding team members

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Managing Team Members

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Accessing Team Management

From the Configuration page:
  1. Ensure you have an active collection center set in the Dashboard
  2. Click the “Gestionar Miembros (Modal)” button
  3. A modal window will open showing all team members for the active center
If you haven’t configured an active center yet, you’ll see an alert prompting you to set one in the Dashboard first.

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Adding a Team Member

In the team management modal:
  1. Fill in the member form with the following fields:
    • Nombre completo (Full name): Required field for the member’s complete name
    • Cédula (ID number): Optional national identification number
    • Teléfono (Phone): Contact phone number
    • Rol (Role): Job title or position (defaults to “Recolector”)
  2. Click “Agregar Miembro” to add the member to the center
  3. The member will immediately appear in the table below

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Editing Team Members

To update a member’s information:
  1. Click the edit icon (pencil) in the Actions column of the member’s row
  2. The form will populate with the member’s current information
  3. Make your desired changes
  4. Click “Guardar Miembro” to save or “Cancelar edición” to discard changes

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Deactivating Team Members

To remove a team member:
  1. Click the delete icon (trash) in the Actions column
  2. Confirm the deletion when prompted
  3. The member will be permanently removed from the center
Deleting a member doesn’t affect historical tickets where they were assigned as the collector. Their name remains in existing ticket records for audit purposes.

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Roles and Permissions

The role field is a free-text field that allows you to specify any job title or function. Common roles include:
  • Recolector (Collector): Default role for field collection staff
  • Coordinador (Coordinator): Team leads or supervisors
  • Supervisor: Oversight and management
  • Conductor (Driver): Vehicle operators
Roles are currently descriptive only and don’t affect system permissions. All users with access to the application have the same capabilities regardless of their assigned role.

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Team Members in Tickets

When creating or editing a ticket, team members appear in the collector dropdown:
  • Only active members from the current center are shown
  • Selecting a member links them to the ticket for tracking
  • The member’s full name is stored with the ticket
  • Member assignments help track who handled each collection

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Member Information Table

The team members table displays:
  • Nombre (Name): Full name of the team member
  • Cédula (ID): National identification number (shows ”-” if not provided)
  • Centro de Acopio (Collection Center): The center where the member works
  • Rol (Role): Job title or function
  • Teléfono (Phone): Contact number
  • Acciones (Actions): Edit and delete buttons

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Best Practices

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Maintain Current Roster

  • Keep the team member list up to date with current staff
  • Deactivate or remove members who have left the organization
  • Update phone numbers and contact information regularly

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Use Consistent Roles

  • Establish standard role names for your organization
  • Use the same role terminology across all centers
  • This makes reporting and analysis more consistent

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Complete Information

  • Add phone numbers for all team members for easy contact
  • Include cedula numbers when available for formal identification
  • Use full legal names for official records

Collection Centers

Learn about setting up and managing collection centers

Creating Tickets

See how team members are assigned when creating tickets

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