Team Members

Complete guide to managing team members in Cutly. Learn how to add, edit, and remove team members, assign roles, and manage permissions effectively.

Team Members Management

Team members are the foundation of collaboration in Cutly. Manage your team effectively with role-based permissions, activity tracking, and streamlined member management tools.

Team Member Features

Management Tools

Add Members
Edit Roles
Remove Members

Permission Control

Role Assignment
Access Control
Feature Permissions

Adding Team Members

Learn how to add new team members through invitations.

Invitation Process

Team members are added through email invitations. Only owners and admins can send invitations.

📄invite-member.js
1// Send team member invitation
2const response = await fetch('/api/team-members/invite', {
3  method: 'POST',
4  headers: {
5    'Content-Type': 'application/json',
6    'X-API-Key': 'your-api-key'
7  },
8  body: JSON.stringify({
9    email: 'newmember@example.com',
10    role: 'member' // 'member' or 'admin'
11  })
12});
13
14const result = await response.json();
15
16if (result.success) {
17  console.log('Invitation sent successfully');
18  console.log('Invitation ID:', result.data.id);
19  console.log('Token:', result.data.token);
20  console.log('Expires at:', result.data.expires_at);
21  console.log('Email sent:', result.emailSent);
22} else {
23  console.error('Failed to send invitation:', result.error);
24  
25  // Handle specific errors
26  if (result.error.includes('existing users')) {
27    console.log('Cannot invite users who already have Cutly accounts');
28  }
29  if (result.error.includes('Pro or Business plan')) {
30    console.log('Upgrade plan required for team features');
31  }
32}

Invitation Restrictions

  • • Cannot invite users who already have Cutly accounts
  • • Invitations expire after 7 days
  • • Only owners and admins can send invitations
  • • Requires Pro or Business plan
  • • Maximum team size depends on your plan

Managing Team Members

Comprehensive tools for managing existing team members, including viewing, editing, and removing members.

Viewing Team Members

Get a complete overview of your team members, their roles, and activity status.

Dashboard Access

Navigate to Settings → Team Members to view your team:

  • • View all team members and their roles
  • • See member join dates and activity status
  • • Track who invited each member
  • • Monitor member permissions and access

Member Information Displayed:

  • • Email address and display name
  • • Current role (Owner, Admin, Member)
  • • Join date and invitation date
  • • Activity status (Active/Inactive)
  • • Who sent the original invitation

Updating Member Roles

Change team member roles to adjust their permissions and access levels.

Role Update Process

Update member roles through the dashboard interface:

  1. Navigate to Settings → Team Members
  2. Find the member you want to update
  3. Click the role dropdown next to their name
  4. Select the new role (Member or Admin)
  5. Confirm the change

Role Change Rules:

  • • Only owners and admins can change roles
  • • Owner role cannot be changed or transferred
  • • Role changes take effect immediately
  • • Member receives email notification of role change

Removing Team Members

Remove team members when they no longer need access. This action is permanent and cannot be undone.

Member Removal Process

Remove team members through the dashboard interface:

  1. Navigate to Settings → Team Members
  2. Find the member you want to remove
  3. Click the "Remove" button next to their name
  4. Confirm the removal action
  5. Member loses access immediately

Removal Considerations

  • • Member removal is permanent and cannot be undone
  • • All content created by the member remains in the system
  • • Member loses access immediately
  • • Owner account cannot be removed
  • • Consider deactivating instead of removing for temporary access suspension

Role Management

Understanding different roles and their permissions.

Owner

Complete administrative control.

Billing

Team Management

All Features

Admin

Management without billing.

Billing

Invite Members

Content Management

Member

Basic collaboration access.

Invite Members

View Content

Limited Access

Member Analytics

Track team member activity and contribution analytics.

Activity Tracking

Monitor team member activity, contributions, and engagement across your projects.

Tracked Activities:

  • • Links created and managed
  • • QR codes generated
  • • Pages created and edited
  • • Team member invitations sent
  • • Login and access patterns

Analytics Insights:

  • • Most active team members
  • • Content creation patterns
  • • Feature usage statistics
  • • Collaboration effectiveness
  • • Time-based activity trends

Collaboration Workflows

Effective workflows for team collaboration and project management.

Team Workflow Examples

Marketing Campaign Workflow

1
Campaign Planning

Admin creates campaign structure and assigns team members

2
Content Creation

Team members create links, QR codes, and landing pages

3
Review & Launch

Admin reviews content and launches campaign

4
Analytics & Optimization

Team monitors performance and optimizes based on data

Security & Permissions

Security features and permission management for team members.

Security Features

Cutly implements multiple security layers to protect your team and data.

Access Control:

  • • Row-level security (RLS)
  • • Tenant-based data isolation
  • • Role-based feature access
  • • Secure API authentication

Audit & Monitoring:

  • • Activity logging
  • • Permission change tracking
  • • Login attempt monitoring
  • • Security event alerts

Best Practices

Guidelines for effective team member management and security.

Do:

  • • Assign roles based on actual responsibilities
  • • Regularly review team member access
  • • Use descriptive names and clear communication
  • • Document team member responsibilities
  • • Monitor team activity and contributions
  • • Remove inactive members promptly
  • • Use the principle of least privilege

Don't:

  • • Give unnecessary admin privileges
  • • Leave inactive members in the team
  • • Share account credentials between team members
  • • Ignore expired invitations
  • • Forget to remove departing team members
  • • Grant access without proper verification
  • • Overlook security best practices

Team Size Recommendations

Optimal team sizes for different use cases and plan types.

Small Teams (2-5 members)

Perfect for startups and small businesses

  • • 1 Owner + 1-2 Admins + Members
  • • Clear role definitions
  • • Direct communication

Medium Teams (6-15 members)

Ideal for growing companies

  • • Multiple admins for different areas
  • • Specialized member roles
  • • Structured workflows

Large Teams (15+ members)

Enterprise-level organizations

  • • Department-based admin structure
  • • Granular permission management
  • • Advanced collaboration tools

Troubleshooting

Common issues and solutions for team member management.

Cannot Send Invitations

When you cannot send invitations, check these common causes and solutions.

Common Causes:

  • • Free plan limitations (upgrade to Pro/Business required)
  • • Insufficient permissions (not owner/admin)
  • • Trying to invite existing Cutly users
  • • Invalid or malformed email address
  • • Maximum team size reached for current plan

Solutions:

  • • Upgrade to Pro or Business plan
  • • Ensure you have admin or owner role
  • • Use email addresses not associated with existing Cutly accounts
  • • Verify email format is correct and complete
  • • Check plan limits and upgrade if necessary

Member Cannot Access Features

When team members report they cannot access certain features, check these common issues.

Access Issues

When team members report they cannot access certain features, check these common issues:

  • • Verify member role has required permissions
  • • Check if member account is active
  • • Ensure feature is available on current plan
  • • Confirm member has completed account setup
  • • Check for any pending email verifications

API Errors

Common API error responses and handling.

📄error-handling.js
1// Common API error responses and handling
2try {
3  const response = await fetch('/api/team-members/invite', {
4    method: 'POST',
5    body: JSON.stringify(inviteData)
6  });
7  
8  const result = await response.json();
9  
10  if (!response.ok) {
11    switch (response.status) {
12      case 401:
13        console.error('Unauthorized - check API key');
14        break;
15      case 403:
16        console.error('Insufficient permissions:', result.error);
17        break;
18      case 409:
19        console.error('Conflict - user already exists:', result.error);
20        break;
21      case 400:
22        console.error('Bad request:', result.error);
23        break;
24      default:
25        console.error('Unexpected error:', result.error);
26    }
27  }
28} catch (error) {
29  console.error('Network error:', error.message);
30}

Getting Help

Email Support

Get detailed help via email

support@cutly.com

Response within 24 hours

Live Chat

Instant help from our Chatbot

Available 24/7

Pro+ users only

Documentation

Comprehensive guides and examples

Always Available

Self-service help

Can't find what you're looking for? Contact our support team

Team Members | Documentation