Settings Location: Navigate to Admin Panel → Settings → Team to manage team members and permissions.
Team Overview
Current Team Status
Active Members
Team SizeTotal number of active team members with access to your organization.
Pending Invitations
Outstanding InvitesTeam member invitations that haven’t been accepted yet.
Available Seats
Plan CapacityRemaining team member seats available in your current plan.
Role-Based Access Control
Default Role Types
- Administrator
- Manager
- Editor
- Analyst
- Support
Full Access
- Complete organization management
- User and team management
- All settings and configurations
- Financial and billing access
- API and integration management
Custom Role Creation
1
Define Role Name
Create a descriptive name that clearly identifies the role’s purpose within your organization.
2
Select Permissions
Choose specific permissions from granular options across different platform features.
3
Set Scope Limitations
Define which communities or features this role can access and manage.
4
Configure Restrictions
Set any limitations on actions, such as spending limits or content approval requirements.
Permission Matrix
Feature Access Control
| Feature Area | View | Create | Edit | Delete | Manage |
|---|---|---|---|---|---|
| Communities | All Roles | Manager+ | Manager+ | Admin | Admin |
| Challenges | All Roles | Editor+ | Editor+ | Manager+ | Manager+ |
| Rewards | All Roles | Editor+ | Editor+ | Manager+ | Admin |
| Users | Support+ | Admin | Manager+ | Admin | Admin |
| Analytics | Analyst+ | - | - | - | Manager+ |
| Settings | Support+ | - | Manager+ | Admin | Admin |
| Team Management | Manager+ | Admin | Admin | Admin | Admin |
| Billing | - | - | - | - | Admin |
Advanced Permissions
Content Management
Content Management
Granular Content Control
- Post Management: Create, edit, moderate posts
- Content Approval: Require approval before publishing
- Asset Upload: Upload and manage media files
- Template Access: Use and create content templates
User Operations
User Operations
User Administration
- Profile Management: Edit user profiles and preferences
- Points & Rewards: Distribute points and rewards manually
- Account Status: Activate, deactivate, or suspend accounts
- Data Export: Export user data for GDPR/CCPA requests
System Administration
System Administration
Platform Configuration
- Integration Management: Configure third-party integrations
- API Access: Generate and manage API keys
- Webhook Configuration: Set up and manage webhooks
- Feature Flags: Toggle platform features on/off
Team Member Management
Adding New Team Members
- Email Invitation
- Bulk Invitation
- SSO Integration
Standard Invitation Process
- Enter team member’s email address
- Select appropriate role and permissions
- Add personal welcome message (optional)
- Set expiration date for invitation
- Send invitation and track status
Managing Existing Members
Role Updates
Permission ChangesModify team member roles and permissions with immediate effect and automatic notification.
Access Control
Account ManagementSuspend, reactivate, or remove team members while preserving their content contributions.
Team Collaboration Features
Communication Settings
1
Notification Preferences
Configure how team members receive notifications about platform activities and updates.
2
Collaboration Channels
Set up internal communication preferences for team coordination and project updates.
3
Mention System
Enable team member mentions in comments, posts, and internal communications.
Activity Tracking
Monitor team member activity and contribution across the platform:- Login Tracking: Last login dates and frequency
- Content Creation: Challenges, rewards, and posts created
- User Interactions: Support provided and user engagement
- Administrative Actions: Settings changes and system modifications
Security & Compliance
Access Security
Multi-Factor Authentication
Enhanced Security
- Require MFA for admin roles
- SMS or authenticator app options
- Recovery code generation
- Device trust management
Session Management
- Session Duration: Configure automatic logout periods
- Concurrent Sessions: Limit number of simultaneous logins
- IP Restrictions: Restrict access to specific IP addresses
- Login Alerts: Notify of suspicious login attempts
Audit Trail
Activity Logging
Activity Logging
Comprehensive Audit Trail
- All team member actions logged with timestamps
- Settings changes tracked with before/after values
- User data access and modifications recorded
- Export capability for compliance and security reviews
Department & Team Organization
Department Structure
Organize team members into logical groups:- By Function
- By Community
- Marketing: Campaign managers, content creators
- Community: Community managers, moderators
- Analytics: Data analysts, researchers
- Support: Customer support, technical support
Team Performance
Track team effectiveness and collaboration:- Response Times: Average time to complete tasks
- Content Quality: User engagement with team-created content
- Collaboration Score: Cross-team project success rates
- Goal Achievement: Progress toward team and organizational objectives
Best Practice: Regularly review team member permissions and remove access for inactive accounts to maintain security.
Important: Changes to team member roles take effect immediately. Always verify permission changes before saving to avoid disrupting workflows.
Team member invitation emails are valid for 7 days by default. Expired invitations must be resent with new invitation links.