Inviting Team Members
Learn how to add team members to your FeatureShark workspace, manage permissions, and collaborate effectively on feature request management.
Adding Team Members
Invitation Process
-
Navigate to Team Settings
- Go to Settings > Team in your dashboard
- Click the "Invite Team Member" button
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Enter Member Details
- Email address (required)
- Full name (optional but recommended)
- Role selection (see roles below)
- Personal welcome message (optional)
-
Send Invitation
- Click "Send Invitation"
- Invitee receives email with setup link
- Invitation expires after 7 days
Bulk Invitations
For larger teams, use the bulk invite feature:
-
Prepare CSV File
email,name,role
john@company.com,John Smith,admin
sarah@company.com,Sarah Johnson,moderator
mike@company.com,Mike Brown,contributor
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Upload and Review
- Upload your CSV file
- Review the preview of invitations
- Confirm and send bulk invitations
User Roles and Permissions
Admin Role
Full access to all features:
- ✅ Board configuration and settings
- ✅ Team member management
- ✅ Feature request moderation
- ✅ Analytics and reporting
- ✅ Billing and subscription management
- ✅ Integration setup and management
- ✅ Custom branding and CSS
- ✅ Data export and backup
Best for: Project owners, technical leads
Moderator Role
Content and community management:
- ✅ Feature request moderation
- ✅ Comment management
- ✅ User communication
- ✅ Status updates on features
- ✅ Category and tag management
- ✅ Basic analytics viewing
- ❌ Team management
- ❌ Board settings changes
- ❌ Billing access
Best for: Product managers, community managers
Contributor Role
Enhanced submission and engagement:
- ✅ Submit feature requests
- ✅ Vote on all features
- ✅ Comment and discuss
- ✅ Edit own submissions
- ✅ View basic analytics
- ❌ Moderate other users' content
- ❌ Access team settings
- ❌ Change board configuration
Best for: Team members, key stakeholders
Viewer Role
Read-only access:
- ✅ View all feature requests
- ✅ Read comments and discussions
- ✅ Access public analytics
- ❌ Submit new requests
- ❌ Vote on features
- ❌ Comment or engage
- ❌ Any administrative functions
Best for: Observers, external stakeholders
Team Collaboration Features
Internal Communication
Private Comments
Team members can add internal notes:
- Visible only to team members
- Perfect for technical discussions
- Development complexity assessments
- Resource allocation notes
Status Updates
Keep team informed about progress:
- Under Review: Initial evaluation phase
- In Progress: Active development
- Testing: QA and validation phase
- Completed: Feature has been released
- Declined: Not moving forward with this feature
Assignment System
Assign feature requests to team members:
- Automatic notifications to assignees
- Workload balancing across team
- Progress tracking and accountability
- Integration with project management tools
Workflow Management
Review Process
Set up approval workflows:
-
Automatic Assignment
- New requests auto-assigned by category
- Round-robin distribution
- Skill-based assignment
-
Review Stages
- Technical feasibility assessment
- Business impact evaluation
- Resource requirement analysis
- Priority ranking
-
Decision Making
- Team voting on internal features
- Stakeholder approval requirements
- Executive sign-off for major features
Notification Management
Customize team notifications:
Email Notifications:
- New feature submissions
- Status changes
- Comments on assigned features
- Weekly team summary
Slack Integration:
- Real-time team updates
- Channel-specific notifications
- Direct message alerts
- Custom webhook configurations
Team Organization
Department-Based Structure
Engineering Team
- Lead Engineer: Admin role
- Senior Developers: Moderator role
- Junior Developers: Contributor role
Product Team
- Product Manager: Admin role
- Product Owners: Moderator role
- Business Analysts: Contributor role
Customer Success
- CS Manager: Moderator role
- Support Representatives: Contributor role
- Account Managers: Viewer role
Project-Based Structure
Core Team
- Full access to all features
- Decision-making authority
- Cross-functional representation
Extended Team
- Access to specific categories
- Input on relevant features
- Regular stakeholder updates
External Stakeholders
- View-only access
- Quarterly review meetings
- Strategic input sessions
Onboarding New Team Members
Welcome Process
Initial Setup
-
Account Creation
- Use invitation link to create account
- Complete profile information
- Set notification preferences
-
Board Orientation
- Tour of board features and layout
- Understanding of categories and tags
- Review of submission guidelines
-
Role Training
- Role-specific feature walkthrough
- Permission boundaries explanation
- Workflow integration training
First Week Checklist
- [ ] Profile completed with photo
- [ ] Notification preferences set
- [ ] Slack integration connected
- [ ] First feature request reviewed/submitted
- [ ] Team communication channels joined
- [ ] Question and support resources identified
Ongoing Support
Regular Check-ins
- Weekly team meetings
- Monthly role reviews
- Quarterly permission audits
- Annual workflow assessments
Skill Development
- Feature management best practices
- User research techniques
- Prioritization methodologies
- Analytics interpretation
Managing Team Permissions
Permission Updates
Role Changes
When team members' responsibilities change:
- Access Settings > Team
- Find team member in list
- Click "Edit" next to their name
- Select new role from dropdown
- Save changes
Changes take effect immediately.
Temporary Access
For short-term projects or consultants:
- Set role with specific end date
- Automatic downgrade after period
- Email notifications before expiration
Security Best Practices
Access Reviews
- Monthly permission audits
- Remove inactive team members
- Update roles based on current responsibilities
- Monitor access logs for unusual activity
Account Security
- Enforce strong password requirements
- Enable two-factor authentication
- Set up SSO for enterprise accounts
- Regular security training sessions
Troubleshooting Common Issues
Invitation Problems
Email Delivery Issues
- Check spam/junk folders
- Verify email address spelling
- Resend invitation if expired
- Use alternative email address
Account Setup Difficulties
- Clear browser cache and cookies
- Try different browser or device
- Disable browser extensions temporarily
- Contact support for manual setup
Permission Issues
Access Denied Errors
- Verify current role assignments
- Check if permissions recently changed
- Confirm user is logged into correct account
- Review board-specific permissions
Feature Visibility Problems
- Ensure user role has required permissions
- Check if features are disabled temporarily
- Verify board privacy settings
- Confirm user account is active
Advanced Team Features
Custom Roles (Enterprise)
Create custom roles with specific permissions:
- Granular permission control
- Department-specific access
- Project-based limitations
- Custom approval workflows
Team Analytics
Track team performance:
- Response times to new requests
- Feature completion rates
- Team member engagement metrics
- Collaboration effectiveness scores
Integration with HR Systems
Connect with existing systems:
- Automatic user provisioning
- Role synchronization
- Offboarding automation
- Compliance reporting
Best Practices
Team Size Recommendations
- Small Teams (2-5): Keep roles simple (Admin/Contributor)
- Medium Teams (6-15): Use all role types strategically
- Large Teams (16+): Consider custom roles and departments
Communication Guidelines
- Regular team sync meetings
- Clear escalation procedures
- Documented decision-making processes
- Transparent priority communication
Workflow Optimization
- Automate routine tasks where possible
- Set clear response time expectations
- Use templates for common scenarios
- Regular workflow review and improvement
What's Next?
Now that your team is set up:
- Understanding Voting & Prioritization - Learn how to use votes effectively
- Managing Feature Requests - Master request lifecycle
- Slack Integration Setup - Connect your team communication
Getting Help
Setup Time: 10-15 minutes per team member
Recommended Team Size: 3-10 members for optimal collaboration
Last Updated: September 2025
