How to Manage Your Team and Roles in Slateo

1

Invite teammates by email

Add people to your account by email and track their status as invited, active, or not yet invited from the member list.

2

Create a custom role

Build a role with exactly the permissions a job needs, and mark it internal or external depending on whether it's for your team or for customers and partners.

3

Set a default role for new members

Designate a default role so every new teammate starts with sensible access automatically, without you assigning permissions one by one.

4

Scope access to a specific project or product

Grant a role's access at the level of a particular project, product, or team instead of the whole account, so contractors and partners only see their slice of the work.

5

Upgrade from a personal workspace if you started solo

Convert a personal workspace into a full team or company workspace whenever you're ready to bring others in.

6

Switch between organizations

If you belong to more than one organization, switch between them from your account selector without needing separate logins.

How to manage your team and roles in Slateo