Team admin and member

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Last updated 11 months ago

Team admin and member

A team admin is a role that exists within each team in CreatiBI. Team admins have access to team management features within the context of their specific teams. They can control who can edit a team and the members/guests allowed onto a team. A team can have one, multiple, or even zero team admins.

Becoming a team admin

Users who create a new team are automatically assigned as the team’s admin. Team admins have control over the team and the role of team members.

Team admins can invite other users into the team and designate their role level within that team, either as a team member or another team admin. Only team admins can appoint others to be additional team admins or demote existing team admins back to team members.

Teams don’t need to have a team admin: they can exist without one. In this case, team members can take any action within the team. However, if the team previously had a team admin who restricted the team members’ abilities, those restrictions will stay in place even if the team admin is removed. When a team does not have a team admin, any non-guest team member can claim the team admin role from inside the team settings.

Team admin vs. Team member

Team admins can take the following actions:

Edit the team name and team description anytime;
Edit the team privacy type or delete the team anytime;
Edit a team member or team admins role within the team;
Add or remove any user anytime;

Note: There are some things that nobody, not even team admins, can do. These include:

Remove their organization’s billing owner from a team if it is the only team the billing owner is a member of;
Make a guest another team admin.

Team members can take the following actions:

Edit the team name and team description if the team admin allows it
Edit the team privacy type or delete the team if the team admin allows it
Invite guests and members to the team, though these invitations may require a review and approval by a team admin first
Remove other team members from the team if the team admin allows it
Claim the team admin role if the team doesn’t have a team admin already
- This does not apply to guests

Team members cannot take the following actions:

All the same restrictions that apply to team admins, plus:
Remove or demote existing team admins;
Promote a different team member to the team admin;

Permissions control

“Who can edit the team name and description?”
“Who can edit the team privacy level and delete the team?”

There are two options for these settings: “All team members” or “Team admins only”. When a new team is created, these settings are set to “All team members” by default.

Membership permission control

Team privacy types

Teams in CreatiBI can be set to one of two different privacy types:

Membership by request (can be found)
Private (can't be found and only invited to join)

Requests to join

The "Who can approve requests to join this team" control is available to CreatiBI's Advanced tier and above.

For membership by request teams, team admins can manage who can approve or deny requests to join the team using the “Who can approve requests to join this team” control.

When the control is set to “All team members”, all team members receive the notification and can approve/deny the request when a CreatiBI user outside the team asks to join the team.
When the control is set to “Only team admins”, only the team admins receive the notification and can approve/deny the request when a CreatiBI user outside the team asks to join the team.

Invitation and removal

Team admins can also manage how users are added or removed from the team. On all team types (membership by request, and private) for CreatiBI's Business plan and above, the following toggles can be found:

"New guests invited to this team must be approved by a team admin"

When the toggle is turned off, team members can freely add guests to the team;
When the toggle is turned on, then team members must request to add guests to the team. A team admin must approve the request.

"New members invited to this team must be approved by a team admin"

When the toggle is turned off, team members can freely add domain members to the team；
When the toggle is turned on, team members must request to add domain members to the team. A team admin must approve the request.

"Only team admins can remove members or guests from this team"

When the toggle is turned off, any team member can remove any other team member (besides team admins) from the team；
When the toggle is turned on, only team admins can remove other team members from the team.