How to Invite and Manage Team Members
Building and maintaining a consistent brand is a team effort. As your company grows, you'll need to give your marketing leads, designers, agency partners, and other stakeholders access to your brand's single source of truth.
The AI Brand DNA platform is designed for collaboration. The Team Management settings allow you, as the account owner, to invite new users and assign specific roles to control their level of access and permissions. This ensures that everyone can get the information they need while protecting your core brand strategy and billing information.
Accessing Team Management
You can find the team management settings in your main account dashboard:
- Log in to your AI Brand DNA account.
- Click on your Profile icon in the top-right corner.
- Select "Account Settings" from the dropdown menu.
- Navigate to the "Team Management" or "Users" tab.
Here you will see a list of all current users in your workspace, along with their assigned role.
Inviting a New Team Member
Inviting a new person to your workspace is a simple and secure process.
- Click the "Invite New Member" Button: This will open a dialog box.
- Enter Their Email Address: Type in the email address of the person you want to invite.
- Assign Their Role: Use the dropdown menu to select the role you want this user to have. It is crucial to choose the correct role to maintain the security and integrity of your brand. See the "Understanding User Roles" section below for a detailed explanation of each permission level.
- Click "Send Invite": The user will receive an email invitation with a unique link. They will be prompted to create their own password to join your workspace. Their status will appear as "Pending" in your user list until they accept the invitation.
Understanding User Roles and Permissions
Assigning the correct role is the key to effective and secure team management. Our platform offers three distinct roles, each with a specific set of permissions.
1. Admin
- Who it's for: Founders and primary account owners. The person who created the account is an Admin by default.
- Permissions: This role has complete access to everything.
- Can view and edit all Brand DNA and Visual Studio content.
- Can invite, manage, and remove other users.
- Can access and manage all billing and subscription information.
2. Editor
- Who it's for: Core team members who are actively involved in building or maintaining the brand, such as a marketing lead, brand manager, or co-founder.
- Permissions: This role has full creative and strategic access, but no administrative or billing access.
- Can view and edit all Brand DNA and Visual Studio content.
- Cannot invite or manage other users.
- Cannot access billing or subscription information.
3. Viewer
- Who it's for: This is the perfect "read-only" role for external partners, the broader team, or new employees. It's ideal for freelance designers, agency partners, or your sales team who need to reference the brand guidelines but should not be able to change them.
- Permissions: This role has view-only access.
- Can view the completed Brand Document, including the style guide and all strategic narratives.
- Can export approved assets (like logo files).
- Cannot edit any content in the DNA or Visual Studios.
- Cannot invite or manage other users.
- Cannot access billing or subscription information.
Managing Existing Members
From the Team Management dashboard, Admins can:
- Change a User's Role: If a team member's responsibilities change, you can easily change their role from Viewer to Editor, or vice-versa.
- Resend an Invitation: If a user hasn't accepted their invitation, you can resend it.
- Remove a User: If an employee or partner is no longer with your company, you can immediately revoke their access to your brand workspace to maintain security.
Conclusion: Collaborate with Confidence
By using these team management features, you can transform your Brand Document from a static file into a living, collaborative hub for your entire organization. Assigning roles thoughtfully empowers your team to work efficiently while ensuring your core brand strategy and sensitive account information remain secure and protected.