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Team Headshots

Team Dashboard

Navigate your team dashboard to manage members, view progress, and access team settings.

The team dashboard is your central hub for managing your organization's headshots. This guide covers all dashboard features and how to use them effectively.

Dashboard Overview

When you open your team dashboard, you'll see:

  • Team name and description at the top
  • Onboarding progress (if setup isn't complete)
  • Quick stats showing member counts by status
  • Sidebar navigation for accessing different sections

Onboarding Progress

If you haven't completed all setup steps, you'll see an onboarding tracker:

Complete all onboarding steps to fully configure your team before inviting members.
StepDescription
BackdropsSelect background styles
ClothingChoose attire options
BrandingUpload company logo
PaymentAdd credits to your team

Click any incomplete step to go directly to that configuration page.

The sidebar provides quick access to all team features:

Members

View and manage all team members:

  • See member list with status
  • Invite new members
  • Send reminders
  • Remove members
  • Filter and search

Backdrops

Manage background style selections:

  • View currently selected styles
  • Add or remove styles
  • Preview how styles look

Clothing

Manage clothing options:

  • View selected attire options
  • Add or remove options

Branding

Manage your company logo:

  • Upload or replace logo
  • Adjust positioning
  • Toggle visibility

Billing

Access team billing:

  • View credit balance
  • Purchase more credits
  • See transaction history

Settings

Configure team settings:

  • Update team name and description
  • Manage notification preferences
  • View API key (for integrations)

Quick Stats

The dashboard shows at-a-glance statistics:

StatDescription
Total MembersAll members ever invited
InvitedAwaiting acceptance
In ProgressUploading photos or generating
CompletedHeadshots ready

Common Dashboard Tasks

Check Team Progress

  1. Look at the quick stats on the dashboard
  2. Click Members for detailed breakdown
  3. Filter by status to see specific groups

Download All Completed Headshots

  1. Go to Members
  2. Filter by "Completed" status
  3. Click on each member to view/download their headshots
  4. Or use bulk download if available

Send Reminders to Pending Members

  1. Go to Members
  2. Filter by "Invited" status
  3. Click Send Reminder for each member
  4. Or select multiple and send bulk reminders

Add More Credits

  1. Go to Billing
  2. Click Purchase Credits
  3. Complete payment

Update Team Configuration

  1. Go to Settings
  2. Modify team details as needed
  3. Changes save automatically or click Save

Dashboard Tips

Regular Monitoring

Check your dashboard regularly to:

  • Identify members who need reminders
  • Track overall progress toward completion
  • Catch any issues early

Delegate to Managers

If you have a large team:

  • Assign Manager role to trusted team leads
  • Managers can help send reminders and track progress
  • Reduces your administrative burden

Use Filters Effectively

The member list filters help you:

  • Focus on members who need attention
  • Find specific people quickly
  • Generate reports by status

Mobile Access

The dashboard is accessible on mobile devices:

  • View member status
  • Send invitations and reminders
  • Check progress on the go

For best experience, use a desktop browser for detailed management tasks.

Next Steps

Learn about billing and credits:

Billing & Credits

Understand how credits work for team headshots

Team Settings

Configure team preferences and notifications