Team Management

Manage your team members, invite new users, and control who can access what within Slokoto.

What it does

The Team page allows workspace administrators to:

• Invite new team members with specific roles
• Manage existing members and their permissions
• Track seat usage and billing implications
• Deactivate members who no longer need access

Key roles

Slokoto has three roles that determine what each team member can do:

Admin

• Full access to all features
• Can invite/remove team members
• Can configure integrations and billing
• Sees all Todo, History, Activity, and Dashboard data

Manager

• Can view team-level data (not just their own)
• Can reassign actions between team members
• Can access the Dashboard with team metrics
• Cannot configure billing or integrations

Rep (Representative)

• Works on their own assigned actions only
• Views their personal History and Activity
• Cannot see other team members' work
• Cannot access team settings

Visibility settings

Each user has a visibility scope that controls what data they can see:

• Admin → Workspace
• Manager → Team
• Rep → Private

How to use it

Opening the Team modal

1. Click your avatar in the top-right corner
2. Select "Team" from the dropdown menu
3. The Team modal opens with your current members

Inviting a new member

1. Click "Invite Member" button
2. Step 1 - Details:
   • Enter their email address
   • Optionally add their name
   • Select their role (Admin/Manager/Rep)
   • Visibility is auto-set but can be changed
3. Step 2 - Billing:
   • See current seat usage
   • If no seats available, approve the additional cost
4. Step 3 - Confirm:
   • Review the permissions summary
   • Click "Send Invite"

The invitee receives an email and appears in the Invites tab until they accept.

Viewing member details

Click on any member row to open their details drawer:

• Overview: Role, visibility, status, last active
• Permissions: What they can and cannot do
• Actions: Deactivate or reactivate the member

Changing a member's role

1. Click on the member to open details
2. Click "Edit" in the Overview section
3. Change the Role dropdown
4. Click "Save"

Role changes take effect immediately.

Deactivating a member

When someone leaves the team:

1. Open their details drawer
2. Click "Deactivate Member"
3. Choose what happens to their open actions:
   • Move to Unassigned: Actions go to a queue for reassignment
   • Reassign to member: Pick someone to take over
4. Confirm the deactivation

The member loses access immediately but their history is preserved.

Key terms

Billing & seats

• Each active user requires one seat
• Your plan includes a certain number of seats
• Adding members beyond your limit increases billing
• When inviting, you'll see the cost impact before confirming
• Deactivating a member frees up their seat

Tips

• Start reps with Private visibility - they only need to see their own work
• Make team leads Managers - they can help reassign work without admin access
• Keep Admin count low - only people who need billing/integration access
• Deactivate instead of deleting - preserves audit history and allows reactivation
• Review pending invites - resend or cancel invites that haven't been accepted

Frequently Asked Questions

A: Yes, you can have as many Admins as needed. All Admins have the same permissions.

A: You choose during deactivation - either move to an unassigned queue or reassign to another team member.

A: Yes, role changes only affect what they can see and do going forward. Their past actions remain attributed to them.

A: No, only active users count against seats. Invites don't use a seat until accepted.

A: No, only Admins can invite/remove team members.