Members Guide
Learn how to add team members and manage their permissions in HelseWeb
Members Guide
This guide covers how to add members to your teams and manage their permissions in HelseWeb.
Adding Members
Open Your Team
Navigate to the Teams page and select the team you want to add members to.
Click Add Member
Click the "Add Member" button to open the member invitation dialog.
Enter Email Address
Enter the email address of the person you want to invite.
Set Initial Role
Choose the role for the new member (Admin or Member).
Send Invitation
Click "Add" to invite the member. They will receive an email notification.
Member Roles
HelseWeb has three main roles for team members:
| Role | Description |
|---|---|
| Owner | Full control over the team, including deletion |
| Admin | Can manage members and projects |
| Member | Standard access to team projects |
Permission Settings
Each member can have customized permissions:
Can Manage Projects
When enabled, the member can:
- Create new team projects
- Edit project settings
- Delete projects
Can View Analytics
When enabled, the member can:
- View team activity statistics
- Access usage reports
- See member activity
Managing Permissions
Open Team Details
Navigate to your team and view the members list.
Select Member
Click on the member whose permissions you want to modify.
Update Permissions
Toggle the permission switches as needed:
- Can Manage Projects
- Can View Analytics
Save Changes
Click "Save" to apply the new permissions.
Permission Badges
In the team view, you'll see permission badges next to each member:
- Projects: Can manage projects
- Analytics: Can view analytics
Removing Members
Caution:
Removing a member will revoke their access to all team projects immediately.
To remove a member:
- Open your team
- Find the member in the list
- Click the remove icon
- Confirm the removal
Permission Summary
The team page shows a summary of member permissions:
- Total members with project management access
- Total members with analytics access
- Permission distribution across the team
Best Practices
- Principle of least privilege: Only grant permissions that members need
- Regular audits: Review member permissions periodically
- Document roles: Keep track of why members have specific permissions
- Onboard properly: Explain permissions to new team members
Frequently Asked Questions
Can I change the team owner?
Currently, team ownership cannot be transferred. The person who creates the team is the owner.
What happens when I remove a member?
The member immediately loses access to all team projects. Their personal projects and documents are unaffected.
Can members see other members' permissions?
Members can see who is in the team but cannot view or modify other members' permissions unless they are an admin.
Related Guides
- Teams Guide - Creating and managing teams
- Projects Guide - Organizing projects