Teams are cross-functional groups of people that work together to produce and build a working, tested product. Craft.io offers product teams a place to collaborate with all relevant teams in their organization while ensuring that teams can still work in their native environment. Setting up teams allows you to customize workflows, assign tasks to specific teams and mention them when commenting.
With Craft.io’s Team Manager you can:
To open the Team Manager, go to the bottom-left toolbar, click on the Settings cogwheel and select "Team Manager":
Creating Teams in Craft.io
To create teams, you can use one of the predefined teams by clicking on their symbol, and then edit their name by clicking on the pencil icon:
Alternatively, you can create a new team by clicking on the + sign, entering the new team name, selecting a new team symbol, and clicking Save:
Inviting New Users to Your Workspace
To invite a new user to your workspace select a team from the list and click +Member :
Insert the new team member's email address and click '+' :
Then, select the new user role (see details below):
You can apply one of the following roles to a team member:
Owner - The top-level user who initially opened the workspace (note that this is fixed and cannot be changed).
Admin - The top-level permission after the owner; the product administrator. Can edit and add items, and also has access to Team Manager + Workspace Settings + Integrations Menu. Can create custom fields, workspace templates, and workspace views.
Team Leader - The leader of a specific team. Can edit and add items and also has access to the Team Manager + Integrations Menu.
Editor - A team member who can edit and add items.
Contributor - A team member who can view and comment on items.
Note: If you are on our Pro Package, Contributors are free of charge!
To finish the invitation process, Click the 'Invite Member' button.
An invitation will be sent via email and when the user accepts the invitation, they will automatically appear as part of the team.
The different permissions that come with each role are described in the table below:
* Each user role can only invite lower permission-level users.
Moving Members to another Team
In certain situations, you may have members that are assigned to the wrong team or members who have moved to different teams or roles. In these situations, you can move members to other teams.
To Move Members to Other Teams:
Select the relevant team member.
Click the "Move To" icon next to the required member you want to move.
Select the new team from the list.
To remove a user from a product, press the "Delete" button. Note that the user is not removed from the Account.
For more information about account management, please visit this article.