> ## Documentation Index
> Fetch the complete documentation index at: https://dashtray.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Team collaboration

# Team Collaboration Guide

Invite team members to collaborate on your analytics with role-based access control.

## Overview

Team collaboration allows you to invite colleagues to view and manage your Dashtray project. Control access with three role types: Owner, Editor, and Viewer.

**Availability**:

* **Free**: Owner only (no additional members)
* **Pro**: Up to 10 team members
* **Scale/Agency**: Unlimited team members

## User Roles

### Owner

**Full access** to everything:

✅ View all dashboards and metrics
✅ Create and edit dashboards
✅ Manage integrations
✅ Create and manage alerts
✅ Invite and remove team members
✅ Change member roles
✅ Manage billing and subscription
✅ Delete project
✅ Access audit logs (Scale+)
✅ Manage API keys (Scale+)

**Limitations**: Only one owner per project (the creator)

### Editor

**Can manage content** but not billing:

✅ View all dashboards and metrics
✅ Create and edit dashboards
✅ Manage integrations
✅ Create and manage alerts
✅ Invite team members (as Viewer or Editor)
✅ Use AI insights

❌ Remove team members
❌ Change member roles
❌ Manage billing
❌ Delete project
❌ Access audit logs
❌ Manage API keys

**Use case**: Developers, analysts, managers who need to configure analytics

### Viewer

**Read-only access**:

✅ View all dashboards and metrics
✅ Use AI insights
✅ Export data (Scale+)

❌ Create or edit dashboards
❌ Manage integrations
❌ Create alerts
❌ Invite team members
❌ Change settings

**Use case**: Stakeholders, executives, clients who need to see metrics

## Inviting Team Members

### Step 1: Navigate to Team Settings

1. Click **Team** in the sidebar
2. Click **Invite Member** button

### Step 2: Enter Member Details

1. **Email**: Enter the team member's email address
2. **Role**: Select role (Owner, Editor, or Viewer)
3. **Message** (optional): Add a personal message

### Step 3: Send Invitation

1. Click **Send Invitation**
2. Invitation email is sent immediately
3. Invitation appears in "Pending Invitations" list

### Step 4: Member Accepts

1. Team member receives email with invitation link
2. They click the link
3. If they don't have a Dashtray account:
   * They create an account
   * Email verification required
4. If they already have an account:
   * They sign in
5. They're added to your project
6. They can now access the project

## Managing Team Members

### Viewing Team Members

1. Click **Team** in the sidebar
2. See list of all members with:
   * Name and email
   * Role badge
   * Status (Active or Pending)
   * Last active time
   * Actions (change role, remove)

### Changing Member Roles

**Owner only**:

1. Go to **Team** page
2. Find the member
3. Click the role dropdown
4. Select new role (Editor or Viewer)
5. Confirm change

**Note**: You cannot change your own role or transfer ownership (coming soon).

### Removing Team Members

**Owner only**:

1. Go to **Team** page
2. Find the member
3. Click **Remove** button
4. Confirm removal
5. Member loses access immediately

**Note**: Removed members can be re-invited later.

### Canceling Pending Invitations

1. Go to **Team** page
2. Find pending invitation
3. Click **Cancel** button
4. Invitation is revoked
5. Invitation link no longer works

## Invitation Process

### Email Invitation

Team members receive an email with:

* Project name
* Inviter's name
* Role they're being invited as
* Personal message (if included)
* "Accept Invitation" button
* Expiration notice (invitations expire after 7 days)

### Accepting Invitations

**New users**:

1. Click "Accept Invitation" in email
2. Create Dashtray account
3. Verify email address
4. Automatically added to project
5. Redirected to project dashboard

**Existing users**:

1. Click "Accept Invitation" in email
2. Sign in to Dashtray
3. Automatically added to project
4. Redirected to project dashboard

### Invitation Expiration

* Invitations expire after **7 days**
* Expired invitations cannot be accepted
* Re-invite the member if needed

## Team Collaboration Features

### Shared Dashboards

* All team members see the same dashboards
* Editors can create and modify dashboards
* Viewers can only view dashboards
* Changes are visible to all members in real-time

### Shared Integrations

* All team members see data from all integrations
* Editors can add and manage integrations
* Viewers can only view integration data
* API keys are never visible to any member (encrypted)

### Shared Alerts

* All team members see alert notifications
* Editors can create and manage alerts
* Viewers can only view alert history
* Alert notifications go to all members (in-app)

### Shared AI Conversations

* AI conversations are project-wide
* All members can view conversation history
* All members can ask questions
* Project owner's AI API key is used

### Audit Logs (Scale+)

* Track all team member actions
* See who made changes and when
* Filter by member, action type, date
* Export audit logs (Agency)

## Best Practices

### Role Assignment

* **Owner**: Project creator, billing manager
* **Editor**: Team members who configure analytics
* **Viewer**: Stakeholders who only need to see data

### Security

* **Invite by email**: Only invite trusted team members
* **Review regularly**: Remove inactive members
* **Use Viewer role**: For external stakeholders
* **Monitor audit logs**: Track changes (Scale+)

### Communication

* **Add personal messages**: Explain why you're inviting them
* **Set expectations**: Clarify their role and responsibilities
* **Provide training**: Share documentation links
* **Establish workflows**: Define who manages what

### Organization

* **Name conventions**: Use real names for easy identification
* **Role clarity**: Ensure everyone understands their permissions
* **Regular reviews**: Audit team membership quarterly
* **Offboarding**: Remove members when they leave

## Troubleshooting

### Invitation Not Received

1. **Check spam folder**: Email may be filtered
2. **Verify email address**: Ensure it's correct
3. **Resend invitation**: Cancel and send again
4. **Check email service**: Ensure recipient's email is working
5. **Contact support**: If issue persists

### Cannot Accept Invitation

1. **Check expiration**: Invitations expire after 7 days
2. **Verify link**: Ensure you clicked the correct link
3. **Clear browser cache**: Try in incognito mode
4. **Try different browser**: Some browsers may have issues
5. **Request new invitation**: Ask inviter to resend

### Member Cannot See Data

1. **Check role**: Ensure they have appropriate permissions
2. **Verify project**: Ensure they're in the correct project
3. **Check integrations**: Ensure integrations are connected
4. **Wait for sync**: Data may still be syncing
5. **Refresh page**: Try reloading the page

### Cannot Remove Member

**Owner only** can remove members:

1. Ensure you're the project owner
2. Cannot remove yourself
3. Cannot remove the owner
4. Try refreshing the page
5. Contact support if issue persists

### Hit Team Member Limit

**Free**: 1 member (owner only)

* Upgrade to Pro for up to 10 members

**Pro**: 10 members

* Upgrade to Scale for unlimited members

**Scale/Agency**: Unlimited members

* No limit

## Plan Limits

### Free Plan

* **Members**: 1 (owner only)
* **Invitations**: Not available
* **Roles**: Owner only

### Pro Plan (\$69/month)

* **Members**: Up to 10
* **Invitations**: Unlimited
* **Roles**: Owner, Editor, Viewer
* **Audit logs**: Not available

### Scale Plan (\$199/month)

* **Members**: Unlimited
* **Invitations**: Unlimited
* **Roles**: Owner, Editor, Viewer
* **Audit logs**: Available
* **SSO**: Available

### Agency Plan (\$599/month)

* **Members**: Unlimited
* **Invitations**: Unlimited
* **Roles**: Owner, Editor, Viewer
* **Audit logs**: Available
* **SSO**: Available
* **White label**: Available

## SSO (Single Sign-On)

**Available on Scale and Agency plans**

### Supported Providers

* Google Workspace
* Microsoft Azure AD
* Okta
* OneLogin
* Custom SAML 2.0

### Setup

1. Contact [support@dashtray.com](mailto:support@dashtray.com)
2. Provide your SSO provider details
3. We'll configure SSO for your project
4. Team members can sign in with SSO

### Benefits

* **Centralized access**: Manage users in your identity provider
* **Enhanced security**: Enforce MFA and security policies
* **Simplified onboarding**: Automatic provisioning
* **Compliance**: Meet enterprise security requirements

## FAQ

**Q: Can I have multiple owners?**
A: Not in the MVP. Ownership transfer coming in a future update.

**Q: Can I transfer ownership?**
A: Not in the MVP. Ownership transfer coming in a future update.

**Q: Can team members see API keys?**
A: No. API keys are encrypted and never displayed (only last 4 characters).

**Q: Can Viewers create dashboards?**
A: No. Viewers have read-only access.

**Q: Can Editors remove team members?**
A: No. Only the Owner can remove members.

**Q: Do team members need their own subscription?**
A: No. Team members are included in your project subscription.

**Q: Can I invite someone to multiple projects?**
A: Yes. Each project has its own team. Agency plan supports unlimited projects.

**Q: What happens if I downgrade my plan?**
A: If you exceed the new member limit, you'll need to remove members before downgrading.

**Q: Can I see who made changes?**
A: Yes, with audit logs (Scale+ only).

**Q: Can team members use their own AI API keys?**
A: Not in the MVP. Project owner's AI key is used for all members.

## Need Help?

* Email: [support@dashtray.com](mailto:support@dashtray.com)
* SSO Setup: Contact support for enterprise SSO configuration
* Community: Join our Discord for team collaboration tips


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