Team Management Overview
Managing your team in ArchDoc
Team Management Overview
Learn how to manage your team members, roles, and permissions in ArchDoc.
Team Structure
Each ArchDoc organization (company) has:
- Team Members: Users who belong to the organization
- Roles: Admin or Member
- Invitations: Pending invites to join
Roles and Permissions
Admin Role
Admins have full control:
| Permission | Admin |
|---|---|
| Create documents | ✅ |
| Edit any document | ✅ |
| Delete any document | ✅ |
| Invite team members | ✅ |
| Remove team members | ✅ |
| Change user roles | ✅ |
| Connect GitHub | ✅ |
| Manage billing | ✅ |
Member Role
Members can contribute but have limited admin access:
| Permission | Member |
|---|---|
| Create documents | ✅ |
| Edit documents | ✅ |
| Delete own documents | ✅ |
| Participate in sign-offs | ✅ |
| Comment on documents | ✅ |
| Invite team members | ❌ |
| Manage team | ❌ |
| Manage billing | ❌ |
Accessing Team Settings
- Navigate to Dashboard
- Click Settings in the sidebar
- You'll see the Team Members section with current members and the Invite Member button
Only Admins can see and manage the full team settings (invite/remove members, change roles, update organization name). Members can participate in sign-offs and comments but cannot change team configuration.
Team Management Features
Inviting Members
Add new people to your organization.
Managing Roles
Change team member roles and permissions.
Removing Members
Remove people from your organization.
Seat Limits
Your subscription determines how many team members you can have:
| Plan | Seats Included | Additional Seats |
|---|---|---|
| Free | 2 | N/A |
| Base | 5 | $9/seat/month |
| Premium | 50 | Included |
Checking Seat Usage
- Go to Dashboard > Billing
- See "Seats Used: X / Y"
- Shows current team size vs. limit
Adding More Seats (Base Plan)
- Go to Dashboard > Billing
- Click Add Seats
- Enter number of additional seats
- Complete payment
Pending Invitations
Track invitations that haven't been accepted:
- Go to Dashboard > Settings
- Scroll to Pending Invitations
- See email, role, and status
You can:
- Resend an invitation
- Cancel a pending invitation
Best Practices
Choose Roles Wisely
- Most team members should be Members
- Only key people need Admin access
- Admins can manage billing—consider carefully
Plan for Team Size
- Know your seat limits
- Invite only active participants
- Remove inactive members to free seats
Onboard New Members
- Send them documentation links
- Introduce them to existing documents
- Assign them to relevant sign-offs
Security Considerations
Access Control
- Users only see their organization's data
- Role-based permissions enforced
- Audit trail for activities
Removing Access
- When someone leaves, remove them promptly
- Their documents remain (ownership transfers)
- Sign-offs they provided stay on record
Password Policies
- Minimum 8 characters required
- Encourage strong passwords
- Consider enabling 2FA when available