Team Members

Team management allows you to invite colleagues, assign roles, and control access to your organization’s Fanfare dashboard.

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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

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Team Roles

Fanfare uses role-based access control with the following roles:

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Role Permissions

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Inviting Team Members

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Sending Invitations

1. Navigate to team settings
2. Click Invite Member
3. Enter the email address
4. Select a role
5. Click Send Invitation

Caption: Invite new team members by email

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Invitation Fields

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Invitation Process

1. Invitation email sent to recipient
2. Recipient clicks the invite link
3. Creates account or signs in
4. Joins the organization
5. Appears in team list

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Managing Existing Members

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Viewing Team Members

The team list shows all current members: Caption: View and manage all team members

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Changing Roles

To change a member’s role:

1. Find the member in the list
2. Click the actions menu
3. Select Change Role
4. Choose the new role
5. Confirm the change

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Removing Members

To remove a team member:

1. Find the member in the list
2. Click the actions menu
3. Select Remove
4. Confirm the removal

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Member Status

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Pending Invitations

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Managing Invitations

View pending invitations that haven’t been accepted:

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Invitation Expiration

• Invitations expire after 7 days
• Expired invitations must be resent
• Members can request a new invitation

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Access Restrictions

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Subscription-Based Limits

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Upgrading for More Members

If you’ve reached your member limit:

1. Go to Billing
2. Upgrade your plan
3. Additional member slots become available
4. Invite new members

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Security Considerations

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Password Requirements

All team members must use passwords that meet:

• Minimum 8 characters
• Mix of letters and numbers
• Recommendation: Use a password manager

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Two-Factor Authentication

Encourage team members to enable 2FA:

• Provides additional security
• Required for admin roles (recommended)
• Supported via authenticator apps

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Session Management

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Audit Trail

Track team member activities:

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Best Practices

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Role Assignment

1. Principle of least privilege - Assign minimum required access
2. Multiple admins - Have at least 2 admins for redundancy
3. Review regularly - Audit roles quarterly
4. Remove promptly - Remove access when no longer needed

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Team Organization

1. Clear ownership - Define who owns what
2. Document access - Track who has access to what
3. Onboarding process - Standard process for new members
4. Offboarding checklist - Remove access when leaving

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Troubleshooting

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Invitation Not Received

1. Check spam/junk folder
2. Verify email address is correct
3. Resend the invitation
4. Check organization email settings

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Cannot Change Role

1. Verify you have admin/owner permissions
2. Cannot change your own role
3. Cannot demote the only owner
4. Check organization status

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Access Denied

1. Verify role has required permissions
2. Check if subscription is active
3. Ensure account is not suspended
4. Contact organization admin

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Related Guides

• Settings Overview - All settings
• Organization Settings - Company info
• Billing - Plan and limits