Learn how to invite team members to collaborate on your Faqify knowledge base. This guide covers the invitation process, role assignment, and best practices for team management.
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
- Navigate to Settings in the sidebar
- Click on "Team Management" tab
- Click "Invite Member" button
[SCREENSHOT: Team management page]
Step 2: Enter Member Details
- Email Address: Enter the team member's email
- First Name: Team member's first name
- Last Name: Team member's last name
- Role: Select appropriate role (Member, Admin, or Owner)
- Job Title: Optional job title
[SCREENSHOT: Invite member form]
Step 3: Send Invitation
- Review the invitation details
- Click "Send Invitation"
- 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:
- Click the invitation link in their email
- Create a password for their account
- Complete their profile setup
- 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:
- Find the member in the team list
- Click the role dropdown
- Select new role
- Confirm the change
Note: Only Owners can promote members to Owner role.
Removing Members
To remove a team member:
- Click the "Remove" button next to their name
- Confirm the removal
- 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