Adding new team members, controlling their roles, and removing users who no longer need access to Sparkle.io is quite straightforward. The Team Management section is the area where you manage user access, provide access to specific roles, and monitor team members' activity. This article takes you through the steps of adding, removing, and managing the different team members effectively in the interface.
1. Accessing the Team Management Section
Starting to manage your team in Sparkle.io begins with navigating through the Team section:
Step 1: First, log in to the Sparkle.io site. Click on your profile in the top right corner, then select Account Settings. Next, click the Team tab in the left-hand sidebar. This will take you directly to the User Management panel.
Step 2. In this section, you can add new users, assign them roles, manage access to some workspaces, and track the activity of users.
2. Adding a New Team Member
Adding a new team member is simple and can be done in a few steps:
2.1 Adding a User
Step 1: In the User Management section, click the + Add User button on the right side of the screen.
Step 2: Enter the name and email address of the new user.
Step 3: Assign a role from the dropdown menu, such as Workspace Admin, Super Admin or a custom role you've created. These roles determine the user’s permissions within Sparkle.io.
Step 4: Select the workspaces to which the user will have access
Step 5: Click Invite to send an invitation to the new team member.
The user will receive an invitation email, and their status will be marked as Invited. Once they accept the invitation, their status will change to Active.
2.2 Workspace and Role Assignment
In addition to assigning a role, you can specify which workspaces the user will have access to. This is crucial if you're working on multiple projects and need to limit access based on project involvement.
Workspace Access: Each user can be granted access to different workspaces.
Role Assignment: Assigning roles like Super Admin or Workspace Admin defines the level of access the user will have. Roles can be edited later if the user's responsibilities change.
3. Removing a Team Member
If a team member no longer requires access to your workspace, you can easily remove them:
3.1 Removing a User
Step 1: So in the User Management section, just look for the user you want to remove.
Step 2: Just tap the three dots right next to the user's name to get to the options menu.
Step 3: Simply select Remove User to revoke their access to the account and workspaces.
Once the users are removed, they won’t be able to log in or get into any part of the Sparkle.io platform anymore.
4. Monitoring Team Member Activity
In the User Management section, you can view each user's status:
Active: Indicates that the user is currently using the platform.
Invited: Shows that an invitation has been sent, but the user has not yet activated their account.
This allows you to easily track which users have accepted their invitations and are actively contributing.
5. Managing Roles and Permissions
In addition to adding or removing users, Sparkle.io allows you to customize roles and permissions for each team member. You can assign roles when adding a new user or update them at any time.
5.1 Changing User Roles
Step 1: To change a user’s role, click the three dots next to their name in the User Management section.
Step 2: Select Edit Role and choose the new role from the dropdown menu.
5.2 Defining Workspace Access
You can also update the user’s access to different workspaces by inviting the user to the new workspace by clicking Add user. This ensures that users only access the workspaces relevant to their responsibilities.
Conclusion
Managing your team in Sparkle.io is simple and intuitive. By following the steps outlined in this guide, you can easily add, remove, and manage users while ensuring that everyone has the appropriate access to workspaces and tools. The user-friendly Team Management interface, helps you track invitations, monitor active users, and keep your team organized and efficient