User management

Organization membership

To invite a new member to your organization, click Members in the main menu and then Add. If you have already connected some Integrations, you can search for users in the connected systems, which makes it a bit easier. Please note that Teamplify Pricing is per-user, so adding or removing organization members may affect your monthly invoices.

We support Single Sign-On (SSO) on all paid plans. Also, you can let your users join the organization workspace automatically with their corporate email – see Sign-in options for details.

In Teamplify Cloud, users can be members of multiple organizations. To switch to another organization's workspace, click on the workspace name in the main menu. Unlike Cloud, Teamplify On-Premises is limited to one organization workspace per installation.

Teams and Positions

New Teamplify workspaces start with one default team – "Developers." You can just use that or create as many teams as needed to represent your organization structure properly.

Each user can be a member of one or multiple teams at a time or not belong to any team. This is controlled with Positions – you can track when people join or leave a team or when their job titles change. For each position, you can specify:

Team – optional, but either team or position name is required;
Position – position name. Optional if Team is selected, otherwise required;
Position since - optional, position start date. Treated as "Unknown" if not specified;
Position till - optional, position end date. Treated as "Until present" if not specified;

You can manage positions from:

Teams – select a team, and then click on the Members tab. There you'll find all current and past member positions for the selected team. You can add new team members there, or end team membership by specifying an end date for the team position;
Members – select a member, and then click on the Membership tab. It shows all positions for the selected member across all teams of the organization.

Here's an example of what it may look like:

Access roles

To view or change someone's access role, go to the Members section, select a person, and then click the Membership tab and look for the Workspace Access section. There are five access levels in Teamplify:

Organization Admin – full access, can see and manage everything in the organization workspace;
Team Supervisor – Team Supervisors are Organization Members with additional rights – they can manage the teams they're in charge of, adjust team settings, add or remove people to the team, and manage the personal data of the team members;
Organization Member – can access the interface and see everyone's profile, all teams, team and organization settings (in read-only mode). They can change the data in their profile; everything else is read-only;
Team Member – can access the interface and see people on their team and team settings (in read-only mode). They can change the data in their own profile; everything else is read-only;
No access – people with this access role cannot access the interface, but their profiles exist in Teamplify and can be used for data analysis.