Team Settings

Overview

The Team Settings section provides comprehensive user and team management for your graph8 account. This centralized hub allows you to manage team members, control access permissions, track invitations, and organize users into specialized teams for better collaboration and workflow management.

Team Management Tabs

Users

The Users tab displays all current members of your graph8 account and provides tools for user management.

Team Member Display

Each team member entry shows:

  • Profile Avatar - Visual identifier with initials or profile image

  • Name and Email - Full contact information for each team member

  • Sign In Count - Number of times the user has logged into the system

  • Last Sign In - Timestamp of their most recent login

  • Owner Designation - Identifies account owners and administrators

  • Access List - Shows what permissions each user has

  • Actions Menu - Individual user management options (change name, email and role), or remove user

Add New Team Member

When adding team members, you'll configure:

Required Information:

  • First Name - Team member's first name (required field)

  • Last Name - Team member's last name (required field)

  • Email - Primary email address for login and notifications (required field)

  • Role Selection - Choose between Admin and Agent permissions

User Roles

  • Admin - Full administrative access to all account features

  • Agent - Standard user access for day-to-day operations

Notification Process:

  • New team members receive email notifications with login instructions

  • Automatic invitation system handles onboarding communications

  • Members can accept invitations and set up their accounts independently

Invitations Tab

The Invitations tab tracks all pending and completed invitation processes.

Invitation Tracking:

  • Email Address - Shows who was invited

  • Invitation Sent At - Timestamp of when invitation was sent

  • Expires At - Deadline for invitation acceptance

  • Accepted At - When the invitation was accepted (if applicable)

Invitation Management Actions:

  • Resend Invitation - Send reminder emails to pending invites

  • Copy Link - Share invitation links directly

  • Revoke Invitation - Cancel pending invitations

Invitation Status Monitoring: Track the progress of all team invitations to ensure proper onboarding and follow up on pending requests.

Teams Tab

The Teams tab allows you to create and manage specialized groups within your organization.

Team Organization:

  • Add Team - Purple "Add Team" button to create new teams

  • Team Names - Organize users into functional groups

  • Role Assignment - Set team-specific roles and permissions

  • Team Actions - Manage team membership and settings

Team Management Features:

  • Edit Link - Modify team settings and membership

  • Manage Participants - Add or remove team members

  • Remove Teams - Delete teams when no longer needed

Benefits of Team Organization:

  • Workflow Separation - Keep different departments or projects organized

  • Permission Management - Apply role-based access by team

  • Collaboration Enhancement - Improve coordination within specialized groups

  • Resource Allocation - Assign sequences, contacts, and campaigns to specific teams

Best Practices for Team Management

User Role Assignment - Carefully consider whether new users need Admin or Agent permissions based on their responsibilities.

Regular Access Review - Periodically review team member access and remove inactive users to maintain security.

Team Structure - Organize teams based on functional areas, projects, or departments for optimal workflow management.

Invitation Follow-up - Monitor pending invitations and follow up with team members who haven't accepted within the expiration period.

Permission Auditing - Regularly review user permissions and team assignments to ensure appropriate access control.

Effective team management ensures your Graph8 account remains secure, organized, and optimized for collaboration across your sales and marketing teams.