The Team screen is where you see everyone in your workspace, invite new people and decide what each person can do.
Open it from Settings > Team.
Roles
Every member has one of three roles:
- Owner: can do everything, including making someone else an owner or changing or removing an owner.
- Admin: can invite and remove people, buy credits, change settings and approve Sanaf's requests. An admin cannot make someone an owner or change an owner.
- Member: can use Sanaf and look around the console, but cannot change settings, buy credits or approve requests.
A workspace always keeps at least one owner.
Invite someone
Only an owner or an admin can invite.
- On the Team members tab, type the person's email address into the search box. You can also paste a whole list of addresses.
- When nobody matches, an invite row appears. Choose a role next to as.
- Select Send invite.
They get an email asking them to sign up at Sanaf with that address. Signing up with the same address puts them straight into your workspace instead of opening a workspace of their own.
Invites last 14 days. Until it is accepted, the person shows in the list as Invited, with the date it expires. To withdraw one, open its menu and select Cancel invite. To resend an expired invite, invite the same address again.
Change a role or remove someone
Open the menu on a person's row. Under Role, pick Make owner, Make admin or Make member. To take someone out, select Remove from workspace.
You cannot remove yourself. Ask another owner or admin to do it.
Link Slack accounts
In Slack, only a linked owner or admin can press Approve on Sanaf's cards. If your workspace uses Slack, owners and admins see Check Slack members at the top of the Team screen. It:
- links teammates whose Slack email matches their Sanaf email, so they can approve from a Slack card
- lists people In Slack, not here yet, each with an Invite button
- lists members it could not find in Slack, who may use a different address there
People with a linked account show a Slack linked tag.
Groups
Groups bundle teammates so you can point at a whole team at once, in a task or an approval. On the Groups tab, select New group, give it a name and add people. Each group's menu has Edit members, Rename and Delete group.