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make-your-team.md

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Invite your peers and make your team on Impler with facility to invite, manage and remove team members.

Make Your Team

With inspiration from Birds of a feather flock together, you can invite your peers in Impler with different background, who are responsible for different work. Here are the details about which role has which capabilities in Impler.

Roles and Permissions

Action\RoleAdminTechFinance
Manage Importstruetruefalse
View Activitytruetruetrue
Manage Secretstruetruefalse
Manage Cardstruefalsetrue
Buy Plantruefalsetrue
View Subscriptiontruetruetrue
View Team Memberstruetruetrue
Add/Remove Team Memberstruefalsefalse

How Invitation Flow Works

1) Create a new account or Sign In

Create an Account or Signin to make your team

2) Click on `Invite` Button on Team Members

The person who created project will be on Admin role by default.

Visit Team Members to Invite Members

3) Provide Member Details and their Roles

Based on your current plan you can invite members to your team. Provide email IDs of your members and their roles. An invitation email will be sent to the invited members with a link to take action on the invitation.

4) Receive Invitation Link by Email or Copy from Sent Invitations

Invited members will get an email to accept the invitation or you can copy the invitation link from Sent Invitations section on Team Members.

View and Take Action on Sent Invitations

5) Take Action on Invitation

On visiting the invitation link, if anyone is new to Impler, they can create an account or if they already have an account they can simply click on Accept Invitation.

Invitation Link View if a user is not logged In

View to Create new Account or Sign In for invitation

While clicking on Signup

Email will be automatically filled while going to signup from invitation section.

Create an account to accept invitation

Take action on the invitation

Accept or Decline Invitation

{% include "../.gitbook/includes/your-feedback-is-crucial-in....md" %}