Managing Your Team Members

As your reseller business grows, you may need to bring on team members to help manage clients, handle support, or oversee billing. The Data Mammoth reseller dashboard supports multi-user access with role-based permissions, so each team member has access to exactly what they need — nothing more, nothing less.

Accessing Team Management

Log in to your reseller dashboard.

Navigate to Settings > Team Members or User Management.

You will see a list of all users with access to your reseller account.

Adding a Team Member

Click Add Team Member or Invite User.

Enter the team member's details:

- Name — Their full name. - Email — The email address they will use to log in. - Role — Select the appropriate role (see roles below).

Click Send Invitation.

The team member receives an email invitation with a link to set up their account and password.

Roles and Permissions

Assign roles based on each team member's responsibilities:

Administrator

Full access to all reseller features:

• Client management (create, edit, suspend, delete).
• Service provisioning and management.
• Billing and invoice management.
• Pricing configuration.
• Branding and settings.
• Team management (add/remove members).
• Financial reports and earnings.

Best for: Business owners, partners, and senior managers.

Support Agent

Access to client support and basic management:

• View client accounts and services.
• Access server dashboards for troubleshooting.
• Submit and manage support tickets.
• View client service details.
• Cannot modify billing, pricing, or team settings.

Best for: Technical support staff and help desk agents.

Billing Manager

Access to financial and billing features:

• View and manage invoices.
• Process payments and refunds.
• View financial reports and earnings.
• Manage client billing information.
• Cannot modify server configurations or technical settings.

Best for: Accountants, bookkeepers, and finance staff.

Read-Only

View-only access to the dashboard:

• View client accounts and services.
• View reports and earnings.
• Cannot make any changes or take actions.

Best for: Auditors, consultants, and stakeholders who need visibility without control.

Managing Existing Team Members

Changing a Role

Find the team member in the list.

Click Edit or the settings icon.

Select a new role from the dropdown.

Click Save.

The change takes effect immediately. The team member may need to log out and back in to see updated permissions.

Removing a Team Member

Find the team member in the list.

Click Remove or the delete icon.

Confirm the removal.

The team member immediately loses access to the reseller dashboard. Their actions before removal are preserved in activity logs.

Resending an Invitation

If a team member did not receive or lost their invitation:

Find their entry in the team list.

Click Resend Invitation.

A new invitation email is sent.

Security Best Practices

Principle of least privilege — Assign the minimum role necessary for each person's job.

Enable 2FA — Require all team members to enable two-factor authentication. See Enable 2FA — Protect Your Account.

Review access regularly — Audit your team list quarterly and remove people who no longer need access.

Use unique accounts — Never share login credentials. Each person should have their own account.

Monitor activity — Review the activity log for any unexpected actions by team members.

Offboard promptly — Remove access immediately when a team member leaves your organization.

Team Communication

For effective team collaboration:

• Establish processes — Document how your team handles client requests, support escalation, and service provisioning.
• Use internal notes — If available, add internal notes to client accounts that are visible to your team but not to clients.
• Regular meetings — Hold brief team meetings to discuss client issues, upcoming renewals, and operational improvements.
• Shared documentation — Maintain guides and standard operating procedures for common tasks.

Scaling Your Team

As your client base grows, consider these staffing milestones:

These are guidelines — your actual needs depend on client complexity and your service model.

What to Do Next

• Managing Your Reseller Clients — Effective client management.
• Tracking Your Reseller Earnings — Monitor business performance.
• API Credentials for Resellers — Automate operations.
• Enable 2FA — Protect Your Account — Secure team accounts.