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How to Manage Members and Teams

This article explains how to invite people to your organisation, manage their roles and default access, and set up teams to control Group access efficiently.

Team management is handled in Account Settings → Team. There are two sections:

  • Members — invite and manage internal members and their organisation-wide defaults
  • Teams — create teams and manage their membership

Before You Start

You need to be a Tenancy Admin to manage members and teams. If you are not yet familiar with how access works in StructureGram, Understanding Access, Teams, and Sharing is a good place to start.

Inviting a New Member

  1. Go to Account Settings → Team → Members.
  2. Find Invite New Member.
  3. Enter the person's email address.
  4. Choose their role:
    • Admin - Tenancy — full organisation access and administration
    • Member - Group Admin — Group Manager access by default
    • Member - Edit — Editor access by default
    • Member - View — Viewer access by default
    • Member - Granted Only — no default access; access must be granted by Group or team
  5. Click Invite.

An invitation is sent to that email address. The recipient must sign in with the invited email address to accept it.

Changing a Member's Role

Changing a member's role updates their organisation-wide default access across all open Groups. It does not remove any member overrides or team overrides they already have on specific Groups.

  1. Go to Account Settings → Team → Members.
  2. Find the member in the list.
  3. Select their new role from the role selector.

The change takes effect immediately.

Removing a Member

  1. Go to Account Settings → Team → Members.
  2. Find the member in the list.
  3. Click the X button and select Remove member.

Creating a Team

  1. Go to Account Settings → Team → Teams.
  2. Find Create Team.
  3. Enter a name for the team.
  4. Click Create Team.

The team is created immediately. You can then add members to it and assign it to Groups.

Adding or Removing Members from a Team

You can manage team membership from the team's perspective or from an individual member's perspective.

From the team:

  1. Go to Account Settings → Team → Teams.
  2. Select the team from Team Details.
  3. Use Team Membership to add or remove members.

From the member:

  1. Go to Account Settings → Team → Teams.
  2. Select the member from User Team Membership.
  3. Add or remove them from the relevant teams.

Note: Only active internal members are eligible for team membership. Guests cannot be added to teams.

Assigning a Team to a Group

Once a team is created, you assign it to Groups from the Team button on each Group — not from Account Settings.

  1. Go to Groups.
  2. Find the Group you want to assign the team to.
  3. Click Team.
  4. Find Team Overrides.
  5. Select the team.
  6. Choose their access level — Group Viewer, Group Editor, or Group Manager.
  7. Click Add Override.

Every active member of that team receives the selected access level for this Group immediately.

Renaming or Deleting a Team

  1. Go to Account Settings → Team → Teams.
  2. Select the team from Team Details.
  3. Rename or delete the team.

Warning: If you delete a team, any Group access that was coming from that team's overrides is removed for all members. Member defaults and direct member overrides are not affected.

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