> For the complete documentation index, see [llms.txt](https://docs.ipaware.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ipaware.io/dashboard/images-and-media.md). # Team ### Overview The Team tab allows you to: * Invite new members via email * Assign and manage roles * View member status and activity * Transfer organization ownership * Update organization details * Remove members *** ### Inviting Team Members **Steps:** 1. **Open Invitation Modal** * Navigate to the **Team** tab * Click **+ Invite Member** 2. **Enter Details** * **Email:** Enter the team member's email address * **Role:** Select their initial role from the dropdown * You can change this later 3. **Send Invitation** * Click **Send Invite** * An invitation email is sent immediately 4. **Track Status** * Invited users appear in the table with "Pending" status * They have 7 days to accept the invitation **Invitation Email Contains:** * Link to create an account * Organization name * Assigned role * Expiration notice *** ### Managing Team Members #### Team Table The table displays all members and pending invitations: | Column | Description | | ----------- | ------------------------------------------------ | | **Email** | Member's email address | | **Roles** | Assigned role badges (can have multiple) | | **Status** | ACTIVE or PENDING | | **Joined** | Date they joined the organization | | **Actions** | Manage Roles, Transfer Ownership, Remove buttons | #### Member Statuses **ACTIVE** (Green Badge) * Member has accepted invitation * Has full access based on assigned roles * Can use the console and API **PENDING** (Yellow Badge) * Invitation sent but not yet accepted * Shows "(Invited)" instead of roles * Has Resend and Revoke options *** ### Managing Roles #### Assigning Roles Give members additional responsibilities: **Steps:** 1. Click **Manage Roles** next to the member 2. View their current roles in the modal 3. Select a new role from the dropdown 4. Click **Assign** 5. The role is added immediately > **Note:** Members can have multiple roles. Their effective permissions are the union of all assigned roles. #### Revoking Roles Remove specific roles from a member: **Steps:** 1. Click **Manage Roles** next to the member 2. Find the role you want to remove 3. Click **Revoke** next to that role 4. Confirm the action 5. The role is removed immediately **Effects:** * Member loses permissions associated with that role * Other roles remain active * Member is notified of the change *** ### Invitation Management #### Resending Invitations If a team member didn't receive the invitation: **Steps:** 1. Find the pending invitation in the table 2. Click **Resend** 3. A new invitation email is sent 4. The expiration timer resets #### Revoking Invitations Cancel a pending invitation: **Steps:** 1. Find the pending invitation 2. Click **Revoke** 3. Confirm the action **Effects:** * Invitation link becomes invalid * User cannot join using that link * Entry is removed from the table *** ### Removing Members Permanently remove a member from your organization: **Steps:** 1. Click **Remove** next to the member 2. Read the warning 3. Click **Remove** to confirm **Effects:** * Member loses all access immediately * Their API keys are deactivated * They're signed out of active sessions * Cannot be undone (must re-invite) > **Important:** You cannot remove yourself. Use the ownership transfer feature and delete your account if you want to leave. *** ### Organization Ownership #### Transferring Ownership Transfer full control of the organization to another member: **Requirements:** * You must be the current owner * Target member must have ACTIVE status * You must verify with your password **Steps:** 1. Click **Transfer Ownership** next to the target member 2. Read the warning carefully: * You will be demoted to Admin * The new owner has full control * This action cannot be undone 3. Enter your password to confirm 4. Click **Transfer Ownership** **What Happens:** * Target member becomes Organization Owner * You become an Admin * Page reloads to reflect changes > **Use Case:** When leaving the company, changing leadership, or restructuring the organization. *** ### Organization Details #### Viewing Details Organization information is displayed at the top of the Team tab: * Organization name * Current plan * Member count #### Editing Organization Details Update your organization's billing and contact information: **Requirements:** * `organization.update` permission **Steps:** 1. Click **Edit Details** (visible only if you have permission) 2. Update any of these fields: * **Name:** Organization display name * **Website:** Company website URL * **Address:** Street address * **City:** City name * **Country:** 2-letter country code (e.g., "US") * **Postal Code:** ZIP or postal code * **Tax ID:** VAT or tax identification number 3. Click **Save Changes** **Use Case:** * Required for invoicing * Needed for tax compliance * Displayed on receipts *** ### Roles and Permissions #### Default Roles **Organization Owner** * Full control over everything * Cannot be removed * Can transfer ownership * Only one per organization **Organization Admin** * Manage members and settings * Create and manage API keys * View billing information * Cannot transfer ownership **Member** * Basic access to organization resources * Can view usage statistics * Limited management capabilities #### Custom Roles ### Organizations can create custom roles with specific permissions. See [Roles & Permissions](/dashboard/interactive-blocks.md) for details. ### Best Practices #### Invitation Management * **Use work emails:** Ensure members use company email addresses * **Assign minimal roles:** Start with basic access, add more as needed * **Clean up pending invites:** Revoke old, unused invitations * **Document role assignments:** Keep track of who has what access #### Security * **Regular audits:** Review team members quarterly * **Remove immediately:** Deactivate access for departing employees * **Principle of least privilege:** Give only necessary permissions * **Monitor activity:** Check for unusual access patterns #### Organization * **Clear naming:** Use full names or clear identifiers * **Role documentation:** Document what each role should do * **Onboarding process:** Have a standard process for new members * **Offboarding checklist:** Ensure all access is removed when members leave *** ### Troubleshooting #### Invitation Not Received **Solutions:** 1. Check spam/junk folder 2. Verify email address is correct 3. Click **Resend** to send again 4. Contact support if issues persist #### Can't Assign Role **Possible causes:** * You don't have `roles.assign` permission * Target role doesn't exist * Member already has that role **Solutions:** * Ask an Owner or Admin to assign the role * Verify the role exists in Roles & Permissions * Check current roles in Manage Roles modal #### Can't Remove Member **Possible causes:** * Trying to remove yourself * Don't have `organization.remove` permission * Member is the organization owner **Solutions:** * Ask another Admin to remove you * Request permission from Owner * Transfer ownership first, then remove *** ### Permissions Required To manage team members, you need: * **Invite members:** `organization.invite` * **Remove members:** `organization.remove` * **Assign roles:** `roles.assign` * **Revoke roles:** `roles.revoke` * **Update organization:** `organization.update` *** ### Next Steps * Configure custom roles for granular access control * Set up API keys for team members * Review permissions to understand access levels * Monitor usage across your team --- # Agent Instructions This documentation is published with GitBook. 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