Inviting team members to your Screeb organization is a straightforward process. Follow these steps to add new members and manage their access levels effectively.
Inviting a new Team Member
1. Access the Teammates page:
- Log in to your Screeb account.
- Navigate to the Organization Overview by clicking the top "Go to ... view" button on the sidebar. If you don't see this button, you may already be on the Org overview.
- Navigate to the Teammates page from the organization sidebar.
2. Invite a New Member:
- In the Team Members section, click on the Add a new Team member button.
- Enter the email address of the person you want to invite.
- Select the role you want to assign to the new member:
- Admin: Full access to organization settings and all workspaces they are part of.
- Member: No access to organization settings but can be assigned to workspaces with specific roles.
3. Set Default Workspace Access:
- Choose the default access level for the workspaces the new member will join:
- Admin: Full access to the workspace.
- Editor: Can edit surveys and messages but cannot update workspace configuration.
- Analyst: Read-only access to the workspace.
4. Send the Invitation:
- Click Send Invitation.
- If the invited user does not exist in Screeb, an email will be sent to them with a custom registration link.
- If the user already exists, they will be automatically assigned to the organization.
5. Copy the Invitation Link (Optional):
- After sending the invitation, you can copy the custom registration link from the Screeb admin dashboard and share it manually if needed.
Pending invitation are visible at the bottom of the Team Members page. You can see who invited who, and when.
You can also resend or cancel an invitation.
When a new user accept an invitation, it is automatically deleted from this list.
Managing Team Member Access
- Updating Roles: You can update the role of any team member at the organization level by navigating to the **Team Members** section in the Organization Settings and editing their profile.
- Workspace Access: Admins can manage workspace-specific access levels for each member directly from the workspace settings.
Notifications
- Join Notifications: When a user joins the organization or a workspace, an email is sent to every member of the team to inform them of this update.
By following these steps, you can efficiently manage your team and ensure that each member has the appropriate access levels to contribute effectively to your organization's goals.
For further assistance, feel free to contact our support team.