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Teams & Invitations

SaaSykit Tenancy comes built-in with a team management feature that allows your SaaS users to invite other users to their tenant, assign them roles & permissions, and manage their team effectively.

This integrates seamless with the seat-based subscriptions, which means that tenant purchased seats will be updated automatically when a user is invited or removed from the tenant, so you can have hands-off billing and subscription management.

SaaSykit Tenancy also comes with full team support, this gives allows tenant admins to create teams with certain roles & permissions, and add users (team members) to those teams (if you enabled that from the Tenancy Settings in the admin panel).

Inviting Usersโ€‹

Invite people

A tenant "admin" can invite users to their tenant by going to their tenant dashboard and clicking on the "Invite People" from the sidebar, then click on the "New Invitation" button.

Create invitation

They can then enter the email address of the user they want to invite, and select the role they want to assign to the user.

If you have enabled teams support from the Tenancy Settings in the admin panel, the tenant admin can also select team(s) to add the user to.

Once a user is invited, they receive an email with a link to accept the invitation. Also once a user is invited, the UserJoinedTeam event is fired if a team was assigned to the user when the invitation was created, that's in case you want to perform some actions when a user is invited to a tenant.

Invitation email

If teams are enabled, and the invited user is added to one or more teams, the UserAddedToTeam event is also fired for each team the user is added to.

Accepting Invitationsโ€‹

When a user receives an invitation, they can click on the link in the email to accept the invitation. Then, they will be taken to a page where they can accept the invitation, and if they don't have an account, they can create one and then their invitation will be waiting for them on the /invitations page.

Invitations page

If the tenant has a "seat-based" subscription, once a user accepts an invitation to join the tenant, the subscription seats will be incremented automatically on the payment provider's side.

User managementโ€‹

Once a user is added to a tenant, they can manage their team by going to the "Users" page in the tenant dashboard. They can see all the tenant users, their roles, and remove them if needed.

Tenant users

If a tenant admin wants to change a team member's role, all they need to do is click on the menu where the role is displayed, and select the new role they want to assign to the user.

Change team member role

Removing a team member is as easy as clicking on the "Remove user" button next to the team member you want to remove.

Once a user is removed from a tenant, and in case the tenant has a "seat-based" subscription, the subscription seats will be decremented automatically on the payment provider's side.

Team Managementโ€‹

If you have enabled teams support from the Tenancy Settings in the admin panel, tenant admins can create teams, assign roles & permissions to those teams, and add users to those teams.

This allows for better team management, as tenant admins can create teams for different departments or projects, and assign users to those teams accordingly.

Teams

To create a new team, tenant admins can go to the "Teams" page in the tenant dashboard, and click on the "New Team" button. They can then enter the team name, select the role they want to assign to the team, and add users to the team.

Create team

Once a team is created, tenant admins can manage the team by adding or removing users, and changing the team's role if needed.

Edit team

Once a user is added to a team, they will inherit the team's role & permissions, in addition to their individual role & permissions.

The event UserJoinedTeam is fired when a user is added to a team, so you can take actions accordingly if needed.