Team Member Invitation

Detailed documentation on how to invite team members to the workspace, assign permissions, and manage access control effectively.

Team Member Invitation

The Team Member Invitation system within the workspace is designed to enable seamless collaboration by allowing users to invite team members to the platform. This feature is equipped with advanced access control settings, ensuring that permissions are granted in a controlled and secure manner.

Overview of Team Member Invitation

When inviting a new team member, the inviter (the person sending the invitation) must provide some basic details about the invitee, such as their job title, email, and department. Additionally, the inviter must configure the invitee's permissions across various systems and functionalities.

Key Features

1. Basic Information Collection

During the invitation process, the inviter is required to provide the following details:

  • Job Title:
    The invitee's position or role within the organization, such as "Software Developer," "HR Manager," or "Marketing Specialist."

  • Email:
    The email address where the invitation link will be sent. This will serve as the invitee's login identifier.

  • Department:
    The department to which the invitee will belong. This helps in organizing team members and managing workflows efficiently.

2. Permission Assignment

The system allows the inviter to configure granular permissions for the invitee, ensuring that they have access to only the functionalities necessary for their role. Permissions are defined for each core system, such as Ticketing System, Assets Management, Department Management, and others.

For each system, the following permissions can be granted:

  • Read: View-only access to the system.
  • Write: Permission to add new entries or create data.
  • Update: Permission to modify existing data.
  • Delete: Permission to remove data from the system.

Permissions can be tailored to fit the invitee's role, ensuring that access is restricted to the level required for their job responsibilities.

3. God-Level Access Toggle

The God-Level Access Toggle is a powerful feature designed to regulate the permissions an inviter can assign. This feature ensures that the system maintains a hierarchy of permissions and prevents unauthorized escalation of access rights.

How It Works:

  • God-Level Access Enabled:
    If the inviter has the God-Level Access toggle enabled, they can assign any combination of permissions to the invitee. They can also enable God-Level Access for the invitee, allowing them to manage permissions and invite other users.

  • God-Level Access Disabled:
    If the inviter does not have God-Level Access, they can only pass on the same level of permissions that they themselves possess. For example, if the inviter has Read and Write access but not Update or Delete, they cannot assign Update or Delete permissions to the invitee.

This ensures that users cannot assign permissions higher than their own, maintaining a secure and controlled access structure within the organization.

Invitation Process

Step 1: Navigate to Team Member Invitation

Go to the Team Management section within the workspace and click on Invite Team Member.

Step 2: Provide Invitee Details

Fill out the form with the following information:

  • Job Title: Enter the invitee’s job title.
  • Email: Provide the invitee’s email address.
  • Department: Select the department the invitee will belong to from the dropdown list.

Step 3: Configure Permissions

For each system or functionality, assign the required permissions using the available options:

  • Check Read, Write, Update, and Delete as needed.
  • If the inviter has God-Level Access, they can also enable this for the invitee.

Step 4: Send the Invitation

Once all details and permissions are configured, click Send Invitation. The invitee will receive an email with a link to join the workspace.

Example Scenarios

Scenario 1: Inviting a New Developer

A Project Manager invites a new developer to the team:

  • Job Title: Software Developer
  • Email: dev@example.com
  • Department: Development
  • Permissions:
    • Ticketing System: Read, Write
    • Assets Management: Read
    • Department Management: No Access
  • God-Level Access: Disabled

In this case, the developer can only perform actions within the permissions assigned by the Project Manager.

Scenario 2: Inviting an HR Manager

An Admin invites an HR Manager to the platform:

  • Job Title: HR Manager
  • Email: hr@example.com
  • Department: Human Resources
  • Permissions:
    • Team Management: Read, Write, Update
    • Assets Management: Read, Write
  • God-Level Access: Enabled

With God-Level Access, the HR Manager can invite other team members and assign permissions within the scope of their own access.

Use Cases

1. Efficient Team Collaboration

By organizing permissions at a granular level, team members only access what is necessary, ensuring a secure and focused workflow.

2. Hierarchy Maintenance

The God-Level Access Toggle helps maintain organizational hierarchy by ensuring that permissions cannot be escalated beyond the inviter’s access level.

3. Role-Based Access Control (RBAC)

The system is designed to implement RBAC effectively, allowing organizations to map permissions to roles for better control.

Conclusion

The Team Member Invitation system in Werbooz is a robust tool for managing team access and permissions. With its detailed permission structure and the God-Level Access Toggle, it ensures security, transparency, and efficiency in collaboration. Whether inviting new hires, contractors, or internal team members, this feature is essential for streamlining access and maintaining organizational integrity.