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Team Management & Collaboration

Comprehensive team management with role-based permissions and collaboration features

Updated 2024-01-18
14 min read

Team Management Overview

The Team Management system enables you to collaborate effectively with team members through role-based access control, invitation management, and user impersonation features for administrative oversight.

Team Creation and Setup

🏗️ Initial Team Setup

When accessing the team management page for the first time:

  • Team Creation Form: Simple form requiring only a team name
  • Automatic Ownership: Creator becomes the team owner automatically
  • Validation: Team name is required before creation
  • Success Feedback: Confirmation message upon successful creation
  • Auto-refresh: Team data loads automatically after creation

Role-Based Permission System

👑 Hierarchical Role Structure

🟣 OWNER

Full team control

Creates team, manages all members

🟠 ADMIN

Administrative privileges

Can invite and manage members

🔵 MEMBER

Standard team member

Regular access with notifications

🟢 VIEWER

Read-only access

Limited viewing permissions

User Impersonation System

🔄 Advanced Administrative Feature

Administrators can impersonate team members for support and oversight:

Impersonation Rules:
  • Owner Permissions: Can impersonate Admins and Members (not other Owners)
  • Admin Permissions: Can impersonate Members only
  • Self-Restriction: Cannot impersonate yourself
  • Context Aware: Different impersonation contexts based on current user role
Safety Features:
  • Confirmation Dialog: Popconfirm required before impersonation
  • Visual Tooltips: Clear explanations for disabled actions
  • Error Handling: Graceful handling of impersonation failures
  • Context Tracking: Maintains proper impersonation stack

Invitation Management System

📧 Team Invitation Workflow

Comprehensive invitation management for team growth:

Invitation Actions:
  • 📧 Resend Email: Resend invitation emails for pending invitations
  • 🗑️ Delete Invitation: Remove pending invitations
  • Status Tracking: Monitor invitation progress
  • Loading States: Visual feedback during operations
  • Success Confirmations: Clear success messages

Best Practices

💡 Team Management Tips

  • Assign appropriate roles based on team member responsibilities
  • Use impersonation carefully and only when necessary for support
  • Monitor pending invitations and follow up on delayed responses
  • Keep team information updated and maintain active status
  • Use descriptive team names for multi-team organizations
  • Regularly review team member access and permissions
  • Leverage role-based permissions for security and organization

Documentation

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