👥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

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