Collaboration is key to creating an effective knowledge base. Learn how to invite team members and manage your team in Faqify.

Who Can Invite Members

Permission Requirements

• Owners: Can invite unlimited team members
• Admins: Can invite team members
• Members: Cannot invite other members

Role Assignment

When inviting members, you can assign them roles:

• Owner: Full platform control
• Admin: Content management and team collaboration
• Member: Article review and editing

Inviting Team Members

Step 1: Access Team Management

1. Navigate to Settings in the sidebar
2. Click on "Team Management" tab
3. Click "Invite Member" button

[SCREENSHOT: Team management page]

Step 2: Enter Member Details

1. Email Address: Enter the team member's email
2. First Name: Team member's first name
3. Last Name: Team member's last name
4. Role: Select appropriate role (Member, Admin, or Owner)
5. Job Title: Optional job title

[SCREENSHOT: Invite member form]

Step 3: Send Invitation

1. Review the invitation details
2. Click "Send Invitation"
3. The invitation will be sent via email

Invitation Process

Email Invitation

The invited member will receive:

• Welcome email with invitation link
• Instructions for account setup
• Information about their assigned role
• Link to access Faqify

Account Setup

Invited members need to:

1. Click the invitation link in their email
2. Create a password for their account
3. Complete their profile setup
4. Access the platform with their assigned role

Invitation Status

Track invitation status:

• Pending: Invitation sent, awaiting response
• Accepted: Member has joined the team
• Expired: Invitation has expired (after 7 days)

Managing Team Members

Viewing Team Members

In Team Management, you can see:

• All team members and their roles
• Invitation status
• Last activity
• Member details

[SCREENSHOT: Team member list]

Changing Roles

To change a member's role:

1. Find the member in the team list
2. Click the role dropdown
3. Select new role
4. Confirm the change

Note: Only Owners can promote members to Owner role.

Removing Members

To remove a team member:

1. Click the "Remove" button next to their name
2. Confirm the removal
3. Member will lose access immediately

Restrictions:

• Cannot remove Owners
• Cannot remove yourself
• Only Owners and Admins can remove members

Role Permissions

Owner

• Full platform control
• Can manage all team members
• Can change any role
• Can delete the company
• Cannot be removed

Admin

• Can invite and remove members
• Can promote Members to Admin
• Can demote Admins to Member
• Cannot promote to Owner
• Cannot remove Owners

Member

• Can view team members
• Cannot invite or remove members
• Cannot change roles
• Can edit and review articles

Best Practices

Role Assignment

• Start with Member role for new team members
• Promote to Admin for content managers
• Use Owner role sparingly (only for company founders/leaders)

Team Size

• No limit on team size
• Consider your plan limits for billing
• Monitor team activity and engagement

Communication

• Inform team members about their roles
• Provide training on platform features
• Establish content review workflows

Troubleshooting

Invitation Not Received

• Check spam/junk folder
• Verify email address is correct
• Resend invitation if needed
• Contact support if issue persists

Can't Accept Invitation

• Ensure invitation hasn't expired
• Try clicking the link again
• Clear browser cache
• Contact the person who sent the invitation

Permission Issues

If you can't invite members:

• Check your user role
• Verify you have Admin or Owner permissions
• Contact your account Owner
• Review your plan limits

Role Change Problems

If you can't change roles:

• Verify you have permission to change that role
• Check if you're trying to remove the last Owner
• Ensure you're not trying to remove yourself
• Contact support for assistance

Related Articles

• Understanding User Roles
• Managing User Roles and Permissions
• Team Collaboration Best Practices