Team roles and management

The Team Management panel allows you to view and manage team members, their roles, and permissions. You can also invite new members to join your team and remove existing ones.

Open the Team Management panel: From your claimr main panel, click on the Team tab in the header menu. This will open the team management panel where you can view and edit your team members.

Team roles

Understanding the different team roles is crucial for effective collaboration and managing access to your claimr organization and campaigns.

Owner

Owners have complete control over the organization's settings, campaigns, and team members. They can create, edit, and delete campaigns, manage team members' roles and permissions, and make changes to the organization's profile and billing information.

Manager

Team members with this role can modify quest settings, adjust rewards, and fine-tune various parameters of selected campaigns, ensuring an optimal experience for participants. However, they cannot modify organization-wide settings, manage other team members' roles, or delete campaigns entirely. This role strikes a balance between flexibility and control, making it ideal for marketing teams, content creators, or anyone responsible for specific campaign outcomes.

Reviewer

Team members have limited access to the quest settings. They can only view and manage PoW (Proof of Work) and UGC (User-Generated Content) tasks. All other settings and functionalities within the quest will be view-only. This mode is ideal for team members who are specifically responsible for handling and evaluating user-submitted content or work..

Choosing the right role

When inviting new team members, carefully consider the level of access they need. Granting the appropriate role ensures that team members have the necessary permissions to contribute effectively while maintaining the security and integrity of your organization's data.

Invite a user to your team

1. Start invitation process: Click the Invite button above the table of your team members to initiate the invitation process. This will open the invitation form.

2. Type in the email address: Enter the email of the person you want to invite.

3. Assign a role: Select the appropriate role for your teammate from the dropdown menu.

• Owner: Has full control over the organization and all campaigns within it.

• Can Edit: Can edit campaigns and quests but cannot manage the organization settings or team members.

• Can View: Can only view campaigns and quests but cannot make any changes.

1. Select the campaign access: Choose the campaigns to which you want to grant the invited user access. You can select multiple campaigns by checking the boxes next to their names.

2. Finalize invitation: Click the Invite teammates button, so the invited user will receive an email invitation with a link to join the organization. This link will grant them access to the selected campaigns based on the role you assigned.

Remove a user from your team

1. Select the user: In the team management list, find the user you wish to remove from your team members.

2. Use Remove button: Click the Remove button above the table of your team members. This will open a confirmation dialog box.

3. Confirm removal: In the dialog box, click Yes, remove to confirm your decision. This will immediately remove the user from your team.