👥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
1. Navigating to Teams Section
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

Roles
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
Last updated