How to Set Up Team Members

Collaborate with your team by adding members to your knowledge base.

Adding Team Members

Invite Process

1. Go to Team → Add Member
2. Enter the team member's email address
3. Select their role:
   • Admin: Full access to manage content and team
   • Editor: Can create and edit articles
   • Viewer: Read-only access
4. Choose which knowledge bases to grant access to
5. Click "Send Invitation"
6. Team member receives email invitation
7. They accept and join your team

Roles and Permissions

Admin Role

• Create and edit articles
• Manage team members
• Access analytics
• Modify knowledge base settings
• Cannot delete KB or manage billing

Editor Role

• Create and edit articles
• Submit articles for approval
• Manage own articles
• Cannot delete articles or manage team

Viewer Role

• View published articles only
• Read-only access
• Cannot create or edit content

Managing Team Members

View All Members

1. Navigate to Team → Members
2. See all team members and their roles
3. View which knowledge bases they have access to

Update Permissions

1. Find the team member
2. Click "Edit"
3. Change role or knowledge base access
4. Save changes

Remove Team Members

1. Find the team member
2. Click "Remove"
3. Confirm removal
4. They lose access immediately

Approval Workflow

How It Works

1. Editor creates article - Saves as draft
2. Submit for approval - Changes status to "Pending"
3. Admin reviews - Checks content
4. Approve or reject - With optional feedback
5. Article published - If approved

Auto-Approve

Trusted team members can be set to auto-approve:

• Articles publish immediately
• No review needed
• Based on role or history

Best Practices

• Start with minimal permissions
• Grant additional access as needed
• Review team access regularly
• Use approval workflow for quality control