Inviting Members to a Team

As a Team Administrator, you have full control over your team's membership and can manage who has access to participant data, programs, and team resources. The administrator role includes the following responsibilities:

Administrative Privileges

• Member Management: Add, remove, and modify team member roles
• Access Control: Define what team members can see and do within the team
• Program Oversight: Create, modify, and assign programs to team members

How to Invite New Users

Step 1: Access Team Management

1. Navigate to your team dashboard
2. Click on the "Team Members" or "Manage Team" section
3. Select "Invite Members" or the "+" button

Step 2: Invitation Methods

You can invite new members using two methods:

Email Invitation

1. Select the email option (envelope icon)
2. Enter the invitee's email address
3. Choose their role: User or Administrator
4. Click "Invite"

SMS Invitation

1. Select the SMS option (phone icon)
2. Enter the invitee's phone number (with country code)
3. Choose their role: User or Administrator
4. Click "Invite"

The invited person will receive either an email or SMS with instructions to join your team.

Managing Team Members

Team Member Roles

Administrator

• Can manage team settings and invite/remove members
• Can create, modify, and delete programs
• Has access to all participant data and can generate reports
• Can change other members' roles

User

• Can access assigned programs and participant data
• Can view reports for their assigned participants
• Cannot modify team settings or manage other members
• Has limited access based on what administrators assign to them

Removing Members

1. Go to the team members page
2. Find the member you want to remove
3. Click the X button next to their name
4. Confirm the removal

Important: When removing members, their access to participant data is immediately revoked.

Changing Member Roles

1. Go to the team members page
2. Find the member whose role you want to change
3. Use the dropdown next to their name to select "User" or "Administrator"
4. The change is applied immediately

Managing Invitations

You can also manage pending invitations:

• Resend Email: Click the envelope button next to pending email invitations to resend them
• Cancel Invitation: Click the X button next to pending invitations to cancel them
• View Status: See if invitations are pending, accepted, or rejected

Troubleshooting Common Issues

Invitation Not Received

• Check spam/junk folders
• Verify email address spelling
• Resend invitation from team dashboard
• Try alternative contact methods

Can't Accept Invitation

• Ensure the invitation hasn't expired
• Check if the user already has an Aidlab account
• Verify the invitation link is complete and unbroken
• Contact support if issues persist

Permission Issues

• Review role assignments
• Check patient-specific access settings
• Verify team administrator permissions
• Update member roles if necessary

Next Steps

After successfully inviting team members:

• Set up programs for your team
• Establish workflows for participant management
• Schedule team training sessions if needed

Need assistance with team member management? Contact support at contact@aidlab.com.