Adding Team Members to Spellcaster

Team Management

Inviting Team Members

Adding team members to your Spellcaster organization is a straightforward process managed through your organization's dashboard.

Accessing Invitation Controls:

• Click on your organization name in the top left-hand corner of the dashboard
• Select "Manage and Invite Members" from the dropdown menu
• Click the "Invite Members" button to begin adding team members

Invitation Methods:

• Enter email addresses directly, separated by spaces or line breaks
• Upload a CSV file containing multiple email addresses
• Copy and paste multiple email addresses into the text box
• Send invitations to as many team members as needed

Team Management

Managing Pending Invitations

Spellcaster provides several tools for managing pending team member invitations and tracking their status.

Invitation Features:

• View all pending invitations in the organization members page
• Resend invitations using the three-dots menu on pending members' rows
• Delete pending invitations when needed
• Track invitation status for each team member

Accepting Invitations:

• Invitees receive an email with an acceptance link
• Clicking the link directs to the Spellcaster authorization page
• New users can sign up or existing users can log in
• Organization invitation can be accepted after authentication

Team Management

Managing Team Member Roles

Once team members join your organization, you can manage their roles and permissions through the dashboard. Spellcaster offers two primary roles: Member and Administrator.

Available Roles:

• Member (default role): Regular access to organization features
• Administrator: Additional permissions to manage organization members

Role Management:

• New team members automatically join as Members
• Administrators can promote Members to Administrator status
• Change roles through the organization members page in the dashboard
• Administrator privileges include:
  • Adding new team members to the organization
  • Removing existing members from the organization
  • Managing member roles and permissions

Best Practices:

• Regularly review team member roles and permissions
• Use bulk invite features for adding multiple team members
• Keep track of pending invitations
• Assign administrator roles thoughtfully based on responsibilities