Documentation Index
Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
Use this file to discover all available pages before exploring further.
Manage your organization’s profile, employees, and team structure from the EazyBe Workspace.
Organization Details
When you access the workspace, you’ll see your organization details on the default landing page.
View Organization Details
The organization landing page displays your company information and current settings.
Edit Organization Details
Click the Edit icon to modify your organization information such as name, description, and other details.
Managing Employees
View Employees
Click the Employees button to access your complete employee list.
Manage Employee Options
Use the three-dot menu next to any employee to:
- Delete - Remove the employee from your organization
- Edit - Modify employee details and permissions
Add New Employees
Click the Add Employees button and choose one of two methods:
- Enter employee details manually
- Import employees via Excel file for bulk additions
Send Invitations
Click the Send Invites button to send invitation emails. Employees become part of your organization once they accept the invitation.
Creating Teams
Organize your employees into teams for better collaboration and management.
Create a Team
If no teams exist, click the Create team button to start.
Name Your Team
Assign a descriptive name to your team (e.g., “Sales”, “Support”, “Marketing”).
Add Team Members
Select and add employees to the newly created team.
Use teams to organize employees by department or function, making it easier to manage permissions and assign conversations.
Need Help?
If you have any questions or need further assistance, feel free to reach out to us at hey@eazybe.com. We’re happy to help!
