https://cm-docusaurus.onrender.com/assets/js/011d5c9d.64df0ccd.js

1"use strict";(self.webpackChunkchatmaven=self.webpackChunkchatmaven||[]).push([[62],{21947:(e,n,s)=>{s.d(n,{A:()=>r});const r=s.p+"assets/images/Members2-6e0acf3f89d734533b4342e91fce03a1.png"},28356:(e,n,s)=>{s.d(n,{A:()=>r});const r=s.p+"assets/images/Members5-d1cdfc46269d1799cce631bace5b31b1.png"},28453:(e,n,s)=>{s.d(n,{R:()=>o,x:()=>a});var r=s(96540);const t={},i=r.createContext(t);function o(e){const n=r.useContext(i);return r.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:o(e.components),r.createElement(i.Provider,{value:n},e.children)}},35599:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>l,contentTitle:()=>a,default:()=>h,frontMatter:()=>o,metadata:()=>r,toc:()=>c});const r=JSON.parse('{"id":"account-team/profile/members","title":"Inviting teammates","description":"Invite people to your ChatMaven organization so they can work in the right workspaces and on the right agents, with permissions that match their job.","source":"@site/docs/account-team/profile/members.md","sourceDirName":"account-team/profile","slug":"/account-team/profile/members","permalink":"/account-team/profile/members","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3},"sidebar":"docs","previous":{"title":"Notification Settings","permalink":"/account-team/profile/notifications"},"next":{"title":"My activity","permalink":"/account-team/profile/my-activity"}}');var t=s(74848),i=s(28453);const o={sidebar_position:3},a="Inviting teammates",l={},c=[{value:"Step 1: Open Members settings",id:"step-1-open-members-settings",level:2},{value:"Step 2: Invite a member",id:"step-2-invite-a-member",level:2},{value:"Step 3: Find members and adjust access after they join",id:"step-3-find-members-and-adjust-access-after-they-join",level:2},{value:"FAQ and troubleshooting",id:"faq-and-troubleshooting",level:2},{value:"I cannot invite a new user.",id:"i-cannot-invite-a-new-user",level:3},{value:"Invitation email never arrived.",id:"invitation-email-never-arrived",level:3},{value:"Why can\u2019t I edit another member\u2019s role?",id:"why-cant-i-edit-another-members-role",level:3},{value:"Send Invitation stays disabled.",id:"send-invitation-stays-disabled",level:3},{value:"See also",id:"see-also",level:2}];function d(e){const n={a:"a",admonition:"admonition",blockquote:"blockquote",code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,i.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"inviting-teammates",children:"Inviting teammates"})}),"\n",(0,t.jsxs)(n.p,{children:["Invite people to your ChatMaven organization so they can work in the right ",(0,t.jsx)(n.strong,{children:"workspaces"})," and on the right ",(0,t.jsx)(n.strong,{children:"agents"}),", with permissions that match their job."]}),"\n",(0,t.jsxs)(n.p,{children:["In the hosted product, this screen lives at ",(0,t.jsx)(n.a,{href:"https://live.chatmaven.ai/user-profile/members",children:"https://live.chatmaven.ai/user-profile/members"})," (path ",(0,t.jsx)(n.code,{children:"/user-profile/members"}),")."]}),"\n",(0,t.jsx)(n.h2,{id:"step-1-open-members-settings",children:"Step 1: Open Members settings"}),"\n",(0,t.jsx)(n.p,{children:"You reach member management from your profile, not from a single workspace screen."}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsx)(n.li,{children:"Sign in to ChatMaven."}),"\n",(0,t.jsxs)(n.li,{children:["In the ",(0,t.jsx)(n.strong,{children:"top navigation"}),", click ",(0,t.jsx)(n.strong,{children:"Profile"})," (next to ",(0,t.jsx)(n.strong,{children:"Agents"}),", ",(0,t.jsx)(n.strong,{children:"Workspaces"}),", and ",(0,t.jsx)(n.strong,{children:"Accounts"}),")."]}),"\n",(0,t.jsxs)(n.li,{children:["In the ",(0,t.jsx)(n.strong,{children:"Profile"})," left sidebar, click ",(0,t.jsx)(n.strong,{children:"Members"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["If ",(0,t.jsx)(n.strong,{children:"Members"})," is missing or read-only, your ",(0,t.jsx)(n.strong,{children:"role"}

1)," may not include inviting or managing organization members."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{alt:"Mmbers",src:s(83264).A+"",width:"1917",height:"959"})}),"\n",(0,t.jsx)(n.h2,{id:"step-2-invite-a-member",children:"Step 2: Invite a member"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["On the ",(0,t.jsx)(n.strong,{children:"Members"})," page, click ",(0,t.jsx)(n.strong,{children:"Invite Member"})," (top right). The ",(0,t.jsx)(n.strong,{children:"Invite Member"})," modal opens (\u201cAdd a new member to your organization\u201d). Use ",(0,t.jsx)(n.strong,{children:"X"})," to close without saving."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Optional profile photo"})," \u2014 Use the circle and ",(0,t.jsx)(n.strong,{children:"Upload Photo"})," for ",(0,t.jsx)(n.strong,{children:"JPG"}),", ",(0,t.jsx)(n.strong,{children:"PNG"}),", or ",(0,t.jsx)(n.strong,{children:"GIF"}),", up to ",(0,t.jsx)(n.strong,{children:"5 MB"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Name and email"})}),"\n",(0,t.jsxs)(n.table,{children:[(0,t.jsx)(n.thead,{children:(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.th,{children:"Field"}),(0,t.jsx)(n.th,{children:"Notes"})]})}),(0,t.jsxs)(n.tbody,{children:[(0,t.jsxs)(n.tr,{children:[(0,t.jsxs)(n.td,{children:[(0,t.jsx)(n.strong,{children:"First Name"})," / ",(0,t.jsx)(n.strong,{children:"Last Name"})]}),(0,t.jsxs)(n.td,{children:["Text (for example ",(0,t.jsx)(n.strong,{children:"John"})," / ",(0,t.jsx)(n.strong,{children:"Doe"}),")."]})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Email"})}),(0,t.jsxs)(n.td,{children:[(0,t.jsx)(n.strong,{children:"Required."})," Invitation is sent here. Without it, you see ",(0,t.jsx)(n.strong,{children:"Email is required."})]})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Password (optional)"})}),(0,t.jsxs)(n.td,{children:["Leave blank if they already have an account, will set a password after accepting, or use ",(0,t.jsx)(n.strong,{children:"Google SSO"}),". Otherwise you can set an initial password; use the ",(0,t.jsx)(n.strong,{children:"eye"})," icon to show or hide it."]})]})]})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Role assignment (required)"})," \u2014 You need ",(0,t.jsx)(n.strong,{children:"at least one complete row"}),": ",(0,t.jsx)(n.strong,{children:"Scope"}),", ",(0,t.jsx)(n.strong,{children:"Role"}),", and ",(0,t.jsx)(n.strong,{children:"Scope record"}),". Until all required fields are valid, you may see ",(0,t.jsx)(n.strong,{children:"At least one complete role assignment is required"})," and ",(0,t.jsx)(n.strong,{children:"Send Invitation"})," stays disabled."]}),"\n",(0,t.jsx)(n.p,{children:"For each row:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Scope"})," \u2014 Where the role applies (",(0,t.jsx)(n.strong,{children:"Account"}),", ",(0,t.jsx)(n.strong,{children:"Workspace"}),", ",(0,t.jsx)(n.strong,{children:"Agent"}),", or whatever your build lists)."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Role"})," \u2014 Permission level for that scope (for example admin vs member; labels depend on your organization)."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Scope record"})," \u2014 The specific account, workspace, or agent that row applies to."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Use ",(0,t.jsx)(n.strong,{children:"+ Add Role"})," when someone needs more than one place (for example two workspaces)."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{alt:"Mmbers",src:s(54509).A+"",width:"1918",height:"967"})}),"\n",(0,t.jsxs)(n.ol,{start:"5",children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Send Invitation"})," when the form is valid. ",(0,t.jsx)(n.strong,{children:"Cancel"})," closes without inviting."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Roles and access:"})," Invites are where you define ",(0,t.jsx)(n.strong,{children:"who can do what"})," and ",(0,t.jsx)(n.strong,{children:"where"}),". For how roles appear on your own profile, see ",(0,t.jsx)(n.a,{href:"/account-team/profile/personal-info",children:"Personal information"}),". Account-level workspace lists are under ",(0,t.jsx)(n.a,{href:"/account-team/workspaces

1/getting-started",children:"Workspaces"}),"."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"An email invitation is sent to the address you entered. If they are new to ChatMaven, they complete registration from the invite."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{alt:"Mmbers",src:s(28356).A+"",width:"1912",height:"965"})}),"\n",(0,t.jsx)(n.h2,{id:"step-3-find-members-and-adjust-access-after-they-join",children:"Step 3: Find members and adjust access after they join"}),"\n",(0,t.jsxs)(n.p,{children:["When invitations are accepted, people appear in the ",(0,t.jsx)(n.strong,{children:"Members"})," table. Use the toolbar to work with a growing team:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Search members\u2026"})," \u2014 Filter as you type (names, emails, and other fields the product indexes)."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Scope"}),", ",(0,t.jsx)(n.strong,{children:"Role"}),", ",(0,t.jsx)(n.strong,{children:"Scope record"})," \u2014 Dropdowns to narrow the table by context, permission level, or a specific record (options match the live UI)."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Each row usually shows ",(0,t.jsx)(n.strong,{children:"Member"})," (name, email, avatar), ",(0,t.jsx)(n.strong,{children:"Joined"}),", ",(0,t.jsx)(n.strong,{children:"Last login"}),", ",(0,t.jsx)(n.strong,{children:"Status"})," (for example ",(0,t.jsx)(n.strong,{children:"Verified"}),"), and ",(0,t.jsx)(n.strong,{children:"Actions"})," (such as ",(0,t.jsx)(n.strong,{children:"Edit Profile"}),") depending on your permissions."]}),"\n",(0,t.jsxs)(n.p,{children:["Use ",(0,t.jsx)(n.strong,{children:"Edit Profile"})," (or equivalent) when you need to change how someone is set up after they have joined. Day-to-day ",(0,t.jsx)(n.strong,{children:"inbox assignment"})," is covered in ",(0,t.jsx)(n.a,{href:"/operate/inbox/getting-started",children:"Inbox"}),"."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{alt:"Mmbers",src:s(21947).A+"",width:"1919",height:"967"})}),"\n",(0,t.jsx)(n.admonition,{title:"Profile vs workspace directory",type:"info",children:(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Members"})," under ",(0,t.jsx)(n.strong,{children:"Profile"})," is about ",(0,t.jsx)(n.strong,{children:"who is on the account"})," and their ",(0,t.jsx)(n.strong,{children:"roles"}),". The ",(0,t.jsx)(n.strong,{children:"Accounts \u2192 Workspaces"})," list shows workspaces and counts; see ",(0,t.jsx)(n.a,{href:"/account-team/workspaces/getting-started",children:"Workspaces"})," for creating and managing workspaces."]})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"faq-and-troubleshooting",children:"FAQ and troubleshooting"}),"\n",(0,t.jsx)(n.h3,{id:"i-cannot-invite-a-new-user",children:"I cannot invite a new user."}),"\n",(0,t.jsxs)(n.p,{children:["You may need ",(0,t.jsx)(n.strong,{children:"owner"})," or ",(0,t.jsx)(n.strong,{children:"admin"})," rights, or the seat limit was reached. Check ",(0,t.jsx)(n.strong,{children:"Billing"})," for licensed seats."]}),"\n",(0,t.jsx)(n.h3,{id:"invitation-email-never-arrived",children:"Invitation email never arrived."}),"\n",(0,t.jsxs)(n.p,{children:["Resend, check ",(0,t.jsx)(n.strong,{children:"spam"}),", and confirm the address is correct. Corporate gateways may delay\u2014ask IT to allowlist ChatMaven."]}),"\n",(0,t.jsx)(n.h3,{id:"why-cant-i-edit-another-members-role",children:"Why can\u2019t I edit another member\u2019s role?"}),"\n",(0,t.jsxs)(n.p,{children:["Only certain roles can change ",(0,t.jsx)(n.strong,{children:"permissions"}),". Ask an ",(0,t.jsx)(n.strong,{children:"owner"})," to adjust roles under account or workspace settings."]}),"\n",(0,t.jsx)(n.h3,{id:"send-invitation-stays-disabled",children:"Send Invitation stays disabled."}),"\n",(0,t.jsxs)(n.p,{children:["Enter a valid ",(0,t.jsx)(n.strong,{children:"email"}),", then complete ",(0,t.jsx)(n.strong,{children:"Scope"}),", ",(0,t.jsx)(n.strong,{children:"Role"}),", and ",(0,t.jsx)(n.strong,{children:"Scope record"})," for at least one row (use ",(0,t.jsx)(n.strong,{children:"+ Add Role"})," if you need more than one assignment). The button stays inactive until those required fields pass validation."]}),"\n",(0,t.jsx)(n.h2,{id:"see-also",children:"See also"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"/account-team/profile/personal-info",children:"User Profile \u2014 Personal information"})," \u2014 Your own name, password, and assigned roles (read-only summary there)."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"/account-team/profile/notifications",children:"Notification settings"})," \u2014 How you receive alerts about activity involving you."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"/account-team/profile/my-activity",children:"My activity"})," \u2014 Your security and profile audit log."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"/account-team/accounts/getting-started",children:"Getting Started with Accounts"})," \u2014 Account-level settings and ownership."]}),"\n"]})]})}function h(e={}){const{wrapper:n}={...(0,i.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}},54509:(e,n,s)=>{s.d(n,{A:()=>r});const r=s.p+"assets/images/Members4-d799456f181fb21fe30d8de64f74bd4e.png"},83264:(e,n,s)=>{s.d(n,{A:()=>r});const r=s.p+"assets/images/Members1-e8d4728ec37884691f02ce6e8c2c62ba.png"}}]);