Managing Team and Permissions
This guide helps you manage your Teams, customize workspace settings, and configure team options for a streamlined workflow.
Team Management and Permissions
This guide will help you manage your team members, customize workspace settings, and configure team-specific options to maintain a streamlined workflow within the application.
Add Team Members
To invite new members, send them an email invitation through the Team Management section. Once they accept, assign them a role that matches their responsibilities:
- Admin: Grants full access to settings and permissions.
- Member: Allows creating and editing content.
Workspace Settings
The Workspace tab allows you to adjust settings for your entire workspace. It includes three primary areas:
General Settings
- Rename the Workspace: Update the workspace name and URL to align with project or team requirements.
- Delete the Workspace: Permanently delete the workspace when it’s no longer needed.
Member Settings
- Manage Roles and Permissions: Adjust roles based on access needs and project requirements.
- Add or Remove Members: Invite new members or remove existing ones to ensure accurate team composition.
Integration Settings
- Manage Integrations: Enable or disable third-party integrations.
- Configure Integrations: Customize settings for integrations to suit your workflow.
Teams Settings
The Teams tab enables you to manage settings for individual teams within the workspace. Each team has its own configurable options, which may include:
- Team Name and Description: Define or update the team’s name.
- Roles and Permissions: Set specific permissions for each team member, separate from overall workspace settings.
- Team Communication Settings: Adjust preferences for team channels or messaging for better collaboration.