Team & Settings

Manage your organization's users, create teams, define roles with custom permissions, and configure organization-wide settings.

What You Can Do

Invite Users

Add new team members with email invitations.

Manage Users

View, edit, and deactivate user accounts.

Create Teams

Organize users into departments and work groups.

Roles & Permissions

Define what each user role can access and do.

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User Lifecycle

📧 Invite Sent → ⏳ Pending → ✅ Active → 🚫 Deactivated
                    ↓
              ❌ Cancelled

Status	Meaning
Pending	Invitation sent, awaiting acceptance
Active	User accepted and can access Infodeck
Deactivated	Account disabled, no access

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Organization Structure

Teams

Teams group users by department, location, or function:

🏢 Organization
├── 👥 Maintenance Team
│   ├── 👤 John (Manager)
│   ├── 👤 Sarah (Technician)
│   └── 👤 Mike (Technician)
├── 👥 Operations Team
│   ├── 👤 Lisa (Manager)
│   └── 👤 Tom (Operator)
└── 👥 IT Team
    └── 👤 Dev (Admin)

Teams Connect To

Feature	How Teams Are Used
Work Orders	Assign work to teams
Notifications	Team members receive alerts
Assets	Restrict access to team assets
Reports	Filter by team performance

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User Roles

Users have an App Role that defines their access level:

Role	Description	Typical Users
Admin	Full system access	IT admins, managers
Approver	Can approve requests and work orders	Supervisors
Requester	Can create work requests	All staff
Viewer	Read-only access	Auditors, guests

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Getting Started

1. Invite users — Send email invitations to team members
2. Create teams — Organize users by department
3. Set up roles — Define custom permissions
4. Assign team members — Add users to teams

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Plan Limits

Plan	Users	Teams
Lite	3	1
Basic	10	3
Professional	50	10
Enterprise	Unlimited	Unlimited

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Security Features

Feature	Description
Two-Factor Authentication	Require 2FA for all users
Session Management	Control active sessions
API Keys	Secure external integrations
Audit Logs	Track user actions

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Quick Actions

Action	How
Invite User	Settings gear → Teams / Members → Users tab → Invite Users
Create Team	Settings gear → Teams / Members → Teams tab → Create Teams
View User	Settings gear → Teams / Members → Click user name
Manage Teams	Settings gear → Teams / Members → Teams tab

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Need help? Contact Infodeck Support