Team Management

Effective team management is crucial for successful AI initiatives. Centred AI provides powerful tools to manage team members, assign roles, and facilitate collaboration.

Team Overview

Access your team management page from:

• Dashboard → Settings → Team
• Organization sidebar → Team

Inviting Team Members

Send an Invitation

1. Navigate to the Team page
2. Click Invite Member
3. Enter the team member's email address
4. Select their role
5. Add a personal message (optional)
6. Click Send Invitation

Invitation Status

Track invitation status in the team table:

• Pending: Invitation sent, awaiting acceptance
• Active: Member has joined
• Expired: Invitation expired after 7 days

Resending Invitations

If an invitation expires or gets lost:

1. Find the invitation in the Pending section
2. Click the ⋯ menu
3. Select Resend Invitation

Managing Team Members

Viewing Team Members

The team table displays:

• Member name and email
• Role and permissions
• Join date
• Last active
• Status

Updating Roles

To change a member's role:

1. Click the ⋯ menu next to their name
2. Select Change Role
3. Choose the new role
4. Confirm the change

Note: You cannot change the role of the organization owner unless you are the owner yourself.

Removing Members

To remove a team member:

1. Click the ⋯ menu next to their name
2. Select Remove from Organization
3. Confirm the action

The member will immediately lose access to the organization.

Roles and Permissions

Permission Matrix

Choosing the Right Role

• Owner: Reserved for organization creator or designated leader
• Admin: For team leads who need full management capabilities
• Member: For active contributors and practitioners
• Viewer: For stakeholders who need visibility without editing rights

Team Collaboration

@Mentions

Mention team members in comments and notes:

@john.doe Can you review this assessment?

Members receive notifications when mentioned.

Activity Feed

Track team activity:

• Assessment completions
• New member joins
• Setting changes
• Important milestones

Notifications

Team members receive notifications for:

• Invitations
• @Mentions
• Assessment assignments
• Important updates

Configure notification preferences in Profile → Notifications.

Team Best Practices

1. Define Clear Roles

Establish clear responsibilities for each role:

const teamStructure = {
  owner: ["Strategic oversight", "Budget approval"],
  admins: ["Day-to-day management", "Team support"],
  members: ["Assessment execution", "Data collection"],
  viewers: ["Progress monitoring", "Report access"]
}

2. Regular Check-ins

Schedule regular team sync meetings to:

• Review progress
• Address blockers
• Share insights
• Celebrate wins

3. Documentation

Maintain documentation for:

• Team processes
• Assessment guidelines
• Best practices
• Lessons learned

4. Onboarding

Create a smooth onboarding experience:

1. Welcome email with resources
2. Platform walkthrough
3. Role-specific training
4. Buddy system for new members

Advanced Features

Bulk Invitations

Invite multiple team members at once:

1. Click Bulk Invite
2. Upload a CSV file or paste email addresses
3. Assign a default role
4. Send invitations

Team Analytics

Track team engagement:

• Active users
• Assessment participation
• Collaboration metrics
• Time to completion

Custom Roles (Enterprise)

Enterprise plans can create custom roles with specific permissions:

• Define granular permissions
• Create role templates
• Apply across organizations

Troubleshooting

Member Can't Accept Invitation

Common solutions:

1. Check spam/junk folder
2. Verify email address is correct
3. Resend the invitation
4. Contact support if issue persists

Permission Errors

If a member reports permission errors:

1. Verify their role assignment
2. Check organization settings
3. Ensure account is active
4. Try logging out and back in

Related Topics

• Organizations
• User Management (Admin)
• Security & Access Control

Need help? Contact support@centred.ai or visit our help center.