Step 1: Accessing the Manage Team Section
Navigate to Settings
- Locate the Settings icon at the top-right corner of the screen.
- Click on the Settings icon to open the settings menu on the left side.
Open Manage Team
- Within the Settings page, go to the Team & Collaborators section in the sidebar.
- Click on Manage Team to access the team management section, where you can see all members associated with your organization.
Step 2: Viewing and Editing Team Members
View Team Members
- In the Manage Team section, you’ll see a list of current team members. Each member is displayed with:
- Profile Picture
- Name
- Assigned Role (e.g., "Can edit" or "Can view")
Edit Member Role
- To change a team member’s role, click the dropdown next to their assigned role.
- Select the desired role from the dropdown options (e.g., change from “Can edit” to “Can view”).
- The new role will be applied to the member immediately.
Step 3: Adding a New Member
Click the Add New Member Button
- In the Manage Team section, locate the Add New Member button on the top-right.
- Click Add New Member to open a popup window for inviting a new member.
Enter Member Details
- In the popup window:
- Enter the email address of the new member in the input field.
- Use the role dropdown next to the email field to assign a role (e.g., "Can view").
Send Invitation
- Click the Send Invite button to invite the new member.
System Behavior:
- Success Message: “Invitation sent successfully” confirms the invitation was sent.
- Error Message: “Couldn’t send invitation” indicates an error occurred.
- You can retry by clicking Try Again or close the popup by clicking OK.
Step 4: Removing a Member
Select Member for Removal
- Locate the member you wish to remove in the team list.
- Click the dropdown next to their role and select Remove from the menu.
Confirm Removal
- A confirmation popup will appear, asking you to confirm the removal.
- Click Yes to confirm and remove the member.
- Once removed, the member will no longer appear in the team list.
Tips and Troubleshooting
| Issue | Solution |
|---|---|
| Unable to Send Invite | Double-check the email address entered and ensure your internet connection is stable. |
| Role Change Not Applying | Refresh the page or check if the member has pending tasks that require the assigned role. |
| Error While Removing Member | Verify if the member is currently assigned to any active tasks or projects before removal. |
Reference Section
For further assistance, contact support@kosmic.ai or visit our Help Center.