Adding Team Members

Adding Team Members

Only administrators can add new team members to your workspace. The invitation process is streamlined and includes automatic email notifications.

Prerequisites

Billing Check: Before adding members, ensure your subscription plan allows additional team members. If you've reached your limit, you'll need to upgrade your plan first.

Step-by-Step Process

1. Navigate to Team Settings

   • Go to Settings → Teams

   • Click the "Add Member" button (visible only to admins)

2. Enter Member Information

   Name: [Team member's full name]
   Email: [Valid email address]
   Role: [Select from Admin, Manager, or Member]

3. Role Assignment

   • Choose the appropriate role based on the permission matrix above

   • Roles can be edited later if needed

4. Automatic Invitation Process

   • System generates a secure temporary password

   • Invitation email sent automatically

   • Member receives login credentials and workspace details

Invitation Email Content

New team members receive an email containing:

• Login URL: Direct link to your workspace

• Temporary Password: Auto-generated secure password

• Invited By: Name of the administrator who sent the invitation

• Next Steps: Instructions for first login and password change

For Existing ProductLogz Users

If the invited email address is already associated with a ProductLogz account:

• User is automatically added to your workspace

• No new password is generated

• User receives a simplified invitation email

• They can access your workspace immediately using existing credentials

Team Size Limits by Plan

Plan	Maximum Team Members
Free	1 (workspace owner only)
Basic	3 team members
Pro	10 team members
Business	25 team members
Enterprise	Unlimited

Automatic Enforcement: The system automatically prevents adding members beyond your plan's limit and will prompt you to upgrade if needed.