Create and manage your team on Cadulis

Structure your organization efficiently

Cadulis allows you to build a tailor-made team: roles, assignment to Business Units, skills management, user import/export…
This guide shows you how to invite, configure, and manage your team professionally.

👥 Accessing Team Management

• Left sidebar menu → Team
• Page: Team Management

Here you will find:

• A search area to filter users
• A section for each Business Unit, listing users with their roles
• Three main actions:
  • Import your team
  • Invite a collaborator
  • View the Business Unit
• Bottom right: Export team button

✉️ Inviting a Collaborator

1. Click on Invite a collaborator
2. Enter the email address (required)
3. Three scenarios:
   • ✅ Existing account → the user receives an invitation
   • ➕ Unknown email → activate “Create the account if it does not exist” + set a password
4. Choose a role from the dropdown list
5. If role = Field agent / subcontractor → option “Self-service access”
6. Click Send invitation

🧾 Editing a User Profile

Once the account is activated (via email), you can:

1. Menu Team → select a profile
2. Click Open profile
3. Edit:
   • Contact details
   • Email address
   • Password
   • Intervention specifics
   • Comments
4. Click Save

📥 Importing a Complete Team (CSV)

1. Click on Import your team
2. Choose a default role
3. Required file: CSV with custom separator

Mandatory columns:

• first_name, last_name, email, password

Optional columns:

• phone, address, address_additional, radius, email_notification, comment, color, assignment_message

4. Click Import

🎯 Importing Team Skills

1. On the same import page → click Import team skills
2. Required CSV file:
   • email
   • skill
   • level

Options:

• Export existing skills
• Toggle Delete existing skills

🧩 Editing Roles and Assignments

1. Click on a user
2. From their profile:
   • Edit the role
   • Assign or unassign a Business Unit
   • Add skills + level

Available Roles

🏢 Viewing and Editing a Business Unit

1. Click on View the Business Unit
2. A pop-up opens with:
   • Name, BU code, activity credits
   • List of assigned users
   • Link with other BUs button
   • Collapsible menus: Configuration, Phoning, Location, Financial, etc.
3. Click Edit Business Unit to adjust

⬇️ Exporting Your Team

Click Export team to get a CSV file containing:

• ID, Email, Name
• Business Unit ID & Name
• Phone, Address, Role(s), Skills, Comments, Color