Team Members
Team management allows you to invite colleagues, assign roles, and control access to your organization’s Fanfare dashboard.
Accessing Team Management
Team management is handled through your authentication provider. Access team settings from the organization menu or user settings.
Caption: Access team management from organization settings
Team Roles
Fanfare uses role-based access control with the following roles:
| Role | Description |
|---|
| Owner | Full access, can delete organization |
| Admin | Full access, cannot delete organization |
| Editor | Can create and edit experiences |
| Viewer | Read-only access |
Role Permissions
| Permission | Owner | Admin | Editor | Viewer |
|---|
| View dashboard | Yes | Yes | Yes | Yes |
| View experiences | Yes | Yes | Yes | Yes |
| Create experiences | Yes | Yes | Yes | No |
| Edit experiences | Yes | Yes | Yes | No |
| Delete experiences | Yes | Yes | No | No |
| View consumers | Yes | Yes | Yes | Yes |
| Edit consumers | Yes | Yes | Yes | No |
| View settings | Yes | Yes | Yes | No |
| Edit settings | Yes | Yes | No | No |
| Manage team | Yes | Yes | No | No |
| Manage billing | Yes | Yes | No | No |
| Delete organization | Yes | No | No | No |
Inviting Team Members
Sending Invitations
- Navigate to team settings
- Click Invite Member
- Enter the email address
- Select a role
- Click Send Invitation
Caption: Invite new team members by email
Invitation Fields
| Field | Required | Description |
|---|
| Email | Yes | Invitee’s email address |
| Role | Yes | Role to assign |
| Message | No | Optional personal message |
Invitation Process
- Invitation email sent to recipient
- Recipient clicks the invite link
- Creates account or signs in
- Joins the organization
- Appears in team list
Managing Existing Members
Viewing Team Members
The team list shows all current members:
| Column | Description |
|---|
| Name | Member’s display name |
| Email | Member’s email address |
| Role | Assigned role |
| Status | Active, Pending, or Suspended |
| Joined | When they joined |
| Last Active | Most recent activity |
Changing Roles
To change a member’s role:
- Find the member in the list
- Click the actions menu
- Select Change Role
- Choose the new role
- Confirm the change
Demoting an Admin to a lower role removes their access to settings and team management. Ensure this is intentional.
Removing Members
To remove a team member:
- Find the member in the list
- Click the actions menu
- Select Remove
- Confirm the removal
Member Status
| Status | Description |
|---|
| Active | Member has full access |
| Pending | Invitation sent, awaiting acceptance |
| Suspended | Access temporarily disabled |
Pending Invitations
Managing Invitations
View pending invitations that haven’t been accepted:
| Action | Description |
|---|
| Resend | Send another invitation email |
| Cancel | Revoke the pending invitation |
Invitation Expiration
- Invitations expire after 7 days
- Expired invitations must be resent
- Members can request a new invitation
Access Restrictions
Subscription-Based Limits
| Plan | Team Members |
|---|
| Free | 1 member (owner only) |
| Basic | Up to 3 members |
| Pro | Up to 10 members |
| Enterprise | Unlimited members |
Upgrading for More Members
If you’ve reached your member limit:
- Go to Billing
- Upgrade your plan
- Additional member slots become available
- Invite new members
Security Considerations
Password Requirements
All team members must use passwords that meet:
- Minimum 8 characters
- Mix of letters and numbers
- Recommendation: Use a password manager
Two-Factor Authentication
Encourage team members to enable 2FA:
- Provides additional security
- Required for admin roles (recommended)
- Supported via authenticator apps
Session Management
| Feature | Description |
|---|
| Session Timeout | Auto-logout after inactivity |
| Active Sessions | View logged-in devices |
| Revoke Sessions | Force logout from all devices |
Audit Trail
Track team member activities:
| Event | Logged Information |
|---|
| Login | Time, IP address, device |
| Settings Change | What changed, who changed it |
| Member Added | Who was added, by whom |
| Member Removed | Who was removed, by whom |
Best Practices
Role Assignment
- Principle of least privilege - Assign minimum required access
- Multiple admins - Have at least 2 admins for redundancy
- Review regularly - Audit roles quarterly
- Remove promptly - Remove access when no longer needed
Team Organization
- Clear ownership - Define who owns what
- Document access - Track who has access to what
- Onboarding process - Standard process for new members
- Offboarding checklist - Remove access when leaving
Troubleshooting
Invitation Not Received
- Check spam/junk folder
- Verify email address is correct
- Resend the invitation
- Check organization email settings
Cannot Change Role
- Verify you have admin/owner permissions
- Cannot change your own role
- Cannot demote the only owner
- Check organization status
Access Denied
- Verify role has required permissions
- Check if subscription is active
- Ensure account is not suspended
- Contact organization admin
