Team Sharing

Collaboration in Usermaven is smooth and intuitive. Easily add members to share, edit, and collaborate within a workspace. For collaboration with those outside your team, simply invite them as viewers.

Roles and permissions for team members

In Usermaven workspaces, users can have different roles and levels of access:

Administrators: Administrators in Usermaven have the highest level of access and control within a workspace. They can manage various aspects of the workspace, including its settings. This includes the ability to configure workspace settings, delete a workspace if needed, and oversee other administrators, members, and guests.

Administrators also have full access to account-related features such as billing, plan information, and team management. This role is typically assigned to those responsible for the overall administration of the workspace and its users.

Managers: Managers in Usermaven have substantial control within a workspace but do not have access to certain administrative and billing functions. They can fully manage and collaborate within the workspace, making them instrumental in project management and coordination.

However, they do not have access to billing information or team management features. This role is suitable for those who need to lead and organize workspace activities without needing access to financial or team management details.

Viewers: Viewers are users with read-only access to the workspace. They can view the data and content within the workspace but are restricted from making edits, saving data, or exporting it. Viewers do not have access to team member management, billing information, or plan details.

This role is ideal for stakeholders, clients or team members who primarily need to review and analyze data without actively participating in content creation or editing.

These role distinctions help ensure that each user has the appropriate level of access and control within Usermaven workspaces.

How to invite a team member

To invite a team member to Usermaven, users need to follow the given steps:

1. Navigate to 'Workspace Settings' within your Usermaven application.

2. Click on 'Team Members' from the available options."

   

3. Next, click on 'Add Team Member' to begin the process of adding a new member to your Usermaven workspace

   

4. On the screen that appears, enter the work email of the team member you wish to add. From the available options, select the appropriate role for the team member — either Administrator, Manager, or Viewer—ensuring it aligns with their responsibilities. Once you've made your selection, click on 'Invite' to send the invitation.

   

5. On the following screen, you'll receive confirmation that an invitation has been sent to the team member you added. They will receive this invitation and can accept it to join your Usermaven workspace with the specified role

   

How to resend an invite to an already invited team member

To resend an invitation to a team member who has already been invited, follow these straightforward steps:

1. Visit 'Team Members' in your Workspace settings.

2. On this screen, you will see a list of all the team members you have previously invited.

   

3. Locate the team member you want to resend the invitation to. On the right side of their entry, you will find an arrow icon. Click on this arrow.

   

4. By clicking the arrow, you will resend an invitation to that team member, allowing them to join your Usermaven workspace."

How to delete a team member

To remove an invited team member from your workspace, follow these steps:

1. Visit 'Team Members' in your Workspace settings.

2. On this screen, you will see a list of all the team members you have previously invited or they have joined your workspace.

   

3. Locate the team member you want to remove. On the right side of their entry, you will find a delete icon (usually represented as a trash can or similar symbol). Click on this delete icon.

   

4. After clicking the delete icon, a confirmation prompt will appear, asking if you want to delete the team member. Confirm your decision to proceed with the deletion.

   

5. By clicking the delete icon, you will successfully remove that specific team member from your workspace, revoking their access."