Team Manager Tools Hub Documentation
Overview
The Team Manager Tools Hub is a central control center where administrators can access all utility modules related to data management, migration, automation, and shortcode creation.
It’s designed for efficiency, providing all advanced tools in one streamlined interface.
Purpose: Manage, migrate, and automate your team data — all from a single hub.
Available Tools
1. Import/Export Data
Overview
Easily import new team members or export your existing team data for backup, migration, or external sharing.
Features
- Import from CSV: Upload CSV files to bulk import team members.
- Export to CSV/JSON: Backup or share your existing team member database.
- Bulk Operations: Handle hundreds of entries efficiently in one go.
- Error Detection: Automatically skips invalid or duplicate records.
- Safe Migration: Ensures data integrity during transfers.
Best Practice
- Always export before performing bulk imports for safety.
- Use UTF-8 encoded CSV files to avoid data corruption.
2. Manage Data & Enhanced Search
Overview
Optimize how you find and manage team members with enhanced search and filtering options.
Features
- Advanced Search Configuration: Customize which fields (name, role, department) are searchable.
- Live Search with Autocomplete: Real-time results as you type.
- Filtering: Narrow down members by department, role, or tags.
- Analytics Integration: Track which team searches are most common.
Action Button:
Configure Search
Tip:
Enable “Live Autocomplete” for a smoother user experience on large teams.
3. Migration Tool
Overview
Seamlessly migrate data from other team management plugins without losing valuable information.
Supported Plugins
- Team Members
- Our Team Showcase
- Team Builder
- WP Team Pro
- And more…
Features
- One-Click Migration: Automatically map old fields to the new structure.
- Data Preservation: Keeps profile images, job titles, and social links intact.
- Rollback Support: Restore pre-migration data if needed.
- Migration Log: Tracks success/failure for transparency.
Action Button: Start Migration
Note:
Always backup your database before performing migrations.
4. AI Agent Modules
Overview
Integrate AI-powered automations to make your team management smarter and faster.
Modules Available
- Telegram Notifications: Get instant alerts when a new member joins or is updated.
- Slack Integration: Automatically post team updates to Slack channels.
- Profile Sync Agent: Sync team data across multiple websites or apps.
- AI FAQ Bot: Auto-answer queries about your team members or company.
Action Button:
Configure AI Agents
Benefits
- Save admin time through automation.
- Keep teams connected via real-time updates.
- Reduce repetitive tasks using intelligent bots.
5. Shortcode Generator
Overview
Generate custom shortcodes with live previews to display your team anywhere on your website.
Features
- Layout Options: Grid, Carousel, Masonry, List, etc.
- Filter Controls: Enable/disable category and department filters.
- Styling Options: Adjust colors, spacing, borders, and typography.
- Live Preview: See results instantly before copying the shortcode.
- One-Click Copy: Paste directly into posts, pages, or widgets.
Action Button:
Generate Shortcode
Example Output:
[team_manager layout="grid" columns="4" filter="true"]
6. Advanced Tools (Coming Soon)
The Advanced Tools section includes upcoming modules designed to further enhance your management and data insights.
Planned Features
| Tool | Description |
|---|---|
| Bulk Edit Team Members | Quickly update multiple profiles at once (e.g., roles, departments). |
| Data Cleanup & Optimization | Automatically remove duplicates, fix broken images, and optimize database tables. |
| Advanced Export Formats | Export to XML, JSON, or REST API-ready structures. |
| Team Analytics Dashboard | Visualize team activity, growth, and engagement through charts and graphs. |
These tools are under active development and will be rolled out in upcoming versions.
Usage Workflow Example
- Import team data using CSV.
- Configure search for advanced front-end filters.
- Run migration tool if upgrading from another plugin.
- Activate AI agents to automate tasks.
- Generate shortcode to display team layout.
- Monitor performance using analytics in the dashboard.
Technical Notes
- Data Format: Uses standard WordPress custom post types (
team_manager). - Migration Engine: Built on safe WPDB operations with rollback.
- Shortcodes: Fully compatible with Elementor, Gutenberg, and Classic Editor.
- AI Modules: API-based integration (Telegram Bot API, Slack Webhooks, etc.).
Best Practices
- Always backup your site before using migration or cleanup tools.
- Test AI Agents in sandbox mode before connecting to production workspaces.
- Use the Shortcode Generator instead of manual coding for better consistency.
- Regularly export your data for safety and easy migration.
- Keep the plugin updated to access new “Advanced Tools”.