Building Your Dream Team: Team Management Guide

Bringing New Heroes Aboard 🚀

Ready to expand your team? Inviting someone new is easier than ordering coffee online!

Share the Details

A friendly dialog will pop up asking for:

• Their email address (make sure it's correct – we can't deliver to typos!)
• The role that fits their responsibilities
• Any personal message you'd like to include

Send the Invitation

Hit that Send Invitation button and voilà! They'll receive a personalized email with everything they need to join your workspace.

Welcome Your New Teammate

Once they accept, they'll appear in your member list, ready to contribute to your shared success!

Understanding Team Roles: The Perfect Balance

Every great team needs structure. Think of roles like positions on a sports team – everyone has their strengths and responsibilities. Here's how our role system works:

The Ultimate Decision Maker

This is you – the founder, the visionary, the person with the master key to everything! As the Owner, you have complete control over:

• Organization settings and branding
• Billing and subscription management
• Adding and removing team members
• Deleting the organization (use this power wisely!)
• Everything an Admin can do, and more

Your Right-Hand Person

Admins are your trusted team leaders who can handle most day-to-day management tasks:

• Manage team members (invite, remove, change roles)
• Configure organization settings
• Oversee projects and workflows
• Access all workspace features
• Everything a Member can do, plus management powers

What they can't do:

• Delete the organization
• Manage billing information
• Change the Owner

The Heart of Your Team

Members are the talented individuals who bring your vision to life:

• Access all workspace features and tools
• Collaborate on projects and tasks
• Create and manage their own content
• Participate in team discussions
• View most organizational information

What they can't do:

• Change organization settings
• Manage other team members
• Access billing information
• Modify security settings

Managing Your Current Team

Your member list is more than just names and emails – it's your team dashboard! Here's how to make the most of it:

What You Can See at a Glance

Member Information

• Full name and profile picture
• Email address for contact
• Current role and permissions
• Join date and activity status

Quick Actions

• Change member roles instantly
• Send direct messages or notifications
• Remove members when necessary
• View individual activity and contributions

Making Changes Safely

When you need to modify team access:

1. Find their name in the member list
2. Click the role dropdown next to their name
3. Select the new role that fits their responsibilities
4. Confirm the change

The change takes effect immediately, and they'll be notified of their new permissions.

1. Click the options menu (⋯) next to their name
2. Select "Remove from organization"
3. Confirm that you want to proceed
4. Optionally, send them a farewell message

• Start conservative

  Begin with Member role and promote as needed
• Consider their responsibilities

  Match permissions to actual job functions
• Review regularly

  People's roles evolve, and permissions should too
• Communicate clearly

Pro Tips for Team Harmony

Here are some insider secrets for building an amazing collaborative environment:

Communication is Key

• Set expectations early

  Explain roles and responsibilities during onboarding
• Regular check-ins

  Make sure everyone feels heard and valued
• Clear boundaries

  Help team members understand what they can and can't access

Security Best Practices

• Regular audits

  Review team access quarterly to ensure it's still appropriate
• Prompt removal

  When someone leaves, remove their access immediately
• Role hygiene

  Don't give more permissions than necessary

Building Culture

• Welcome new members

  Create a warm onboarding experience
• Celebrate achievements

  Recognize contributions at all levels
• Encourage collaboration

  Foster an environment where everyone feels comfortable contributing

Troubleshooting Common Scenarios

Every team faces challenges. Here's how to handle the most common situations:

"I invited someone but they can't access certain features"

Check their role! Members have different permissions than Admins. If they need broader access, consider promoting their role or adjusting your organization settings.

"Someone left but I can't remove them from the list"

Make sure you have Admin or Owner permissions. If you're trying to remove the Owner, that requires a special process – contact our support team for help.

"My team is getting too big to manage"

Consider promoting trusted members to Admin status to help with management duties. You can also organize teams using our advanced organization features.

"I accidentally gave someone the wrong role"

No worries! Role changes are instant and reversible. Simply adjust their role using the dropdown menu next to their name.

Ready to Scale Your Success?

Managing team members isn't just about access control – it's about creating an environment where talented people can do their best work together. With clear roles, smooth processes, and good communication, your team will be unstoppable!

<Card title="Next Steps" icon="ArrowRight" href="/help/account-management/security-and-access"

Ready to dive deeper? Learn about security settings and access controls to keep your team and data safe while maintaining productivity. </Card>

Remember: every successful organization started with thoughtful team building. You're not just managing users – you're cultivating the relationships and structure that will drive your success. Welcome to the wonderful world of collaborative achievement! 🌟