👥Teams

Team Invitation Workflow in Admin Dashboard

Overview

The team invitation feature allows product owners to invite team members to their workspace, streamlining collaboration and access management.

Process

  • Log into the admin dashboard

  • Locate and click on the “Teams” section in the main navigation menu

2. Inviting Team Members

  • In the Teams section, find the “Add Member” button

  • Click “Add Member” to open the invitation form

  • Enter the email address of the person you wish to invite

  • Click “Send Invite” to process the invite

Invite a Team member

Roles

Role
Access

Owner

  • All Read / Write Access

  • Can add members / admins / owners

Admin

  • All Read / Write Access (Except Billing)

  • Can add members / admins

Member

  • Read Access (Except Billing)

  • Cannot add Team members

3. Recipient Email Notification

  • The invited person receives an email with signup instructions

  • The email contains a unique invitation link

4. New Member Signup

  • The recipient clicks the invitation link in the email

  • They are directed to a signup page

  • The new member creates an account with their details

5. Access Granted

  • Upon successful signup, the new member is automatically added to the team.

  • They are granted User permissions within the dashboard.

Key Benefits

  • Efficient team management

  • Secure access control

  • Streamlined onboarding process

Tags

#TeamManagement #UserInvitation #AdminDashboard #Collaboration #AccessControl #Onboarding

Keywords: team invitation, admin dashboard, user permissions, email invite, signup process, collaboration tools, access management

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