Managing Team Members and Roles
Last updated August 30, 2024
A well-organized team is crucial for a successful knowledge base. This article walks you through managing your team members, assigning roles, and adjusting permissions within your Slab workspace.
Adding New Team Members
1. **Navigate to "Team Members":** From your workspace dashboard, click on the "Team" tab and then select "Members."
2. **Invite New Members:** Click "+ Invite Members" and enter the email addresses of the individuals you want to add.
3. **Choose a Role:** For each member, select a role that aligns with their level of access and responsibilities:
4. **Send Invitations:** Click "Send Invitations" to send emails to your team members. They will receive an email with a link to accept the invitation and join your workspace.
Managing Existing Members
1. **View Member Details:** From the "Members" tab, you can view each team member's information, including their role, last active date, and joined date.
2. **Adjust Roles:** Click on a team member's name to modify their current role. This allows you to change their access level at any time.
3. **Remove Members:** If a team member is no longer part of your workspace, you can click on their name and select "Remove" to remove them from the workspace.
Understanding Roles and Permissions
- Admin: Admins have complete control over the workspace. They can manage all aspects of your knowledge base, including adding and removing members, changing permissions, and customizing settings.
- Editor: Editors can create, edit, and delete content within your workspace, as well as manage folders and collaborate with other team members.
- Viewer: Viewers can only view and comment on existing content. They cannot edit, create, or delete any content.
Tips for Effective Team Management
- Assign Roles Carefully: Consider each team member's responsibilities and expertise when assigning roles. This helps ensure that people have the appropriate level of access and can perform their tasks efficiently.
- Review Permissions Regularly: Periodically review member roles and permissions to ensure they are still relevant and aligned with current workflows.
- Communicate Clearly: Be transparent about changes to team membership and roles, and explain the rationale behind those changes.