How to Manage your Team's Profiles

Let's discuss how to edit and manage your team's profiles.

Tom Conneely avatar
Written by Tom Conneely
Updated over a week ago

In this article, we will cover how you manage your team's profiles. You can utilize this feature if you are managing your talent or dashboard team through PINATA.

To navigate to your a team member's profile:

  1. Click Settings in the top right.

  2. Select My Company.

  3. Click on the team member's name.

  4. Select Internal.

  5. Select 'Edit Internal Info'.

If you are a managing talent, the internal tab is a place that is only available to your management team. Here you can add internal notes about your talent users, tag them, set a default hourly rate, or upload relevant documents (such as their tax forms, certifications, etc). The benefits of adding tags makes it easier when searching for talent to assign to a gig or searching for them within the dashboard.

If you are managing a dashboard team, the internal tab can be seen by all dashboard users. Here you can add any desired notes and add a tag to easier search for them within the dashboard Contact filter.

Check out the video below, where we demonstrate how to edit a team member's profile!

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