Team Roles
EngageFabric supports four role levels with different permissions:Permission Matrix
Team Member Limits
Team size is limited by your subscription plan:Inviting Team Members
1
Navigate to Settings
Go to Settings > Team in the admin console.
2
Click Invite Member
Click the Invite Member button to open the invitation dialog.
3
Enter Details
Provide the email address and select the role for the new member.
4
Send Invitation
Click Send Invitation to email the invite link.
API: Create Invitation
Invitations expire after 72 hours. You can resend or cancel pending invitations from the Settings page.
Managing Invitations
List Pending Invitations
Cancel an Invitation
Resend an Invitation
Resending an invitation generates a new token and extends the expiry:Accepting Invitations
When someone receives an invitation email, they can accept it in two ways:1. Click the Email Link
The invitation email contains a link that:- Validates the invitation token
- Creates the member account (if new user)
- Links to the existing account (if existing user)
- Redirects to the admin console
2. API: Accept Invitation
Managing Team Members
List Team Members
Update Member Role
Change a team member’s role (requires Owner or Admin role):Remove Team Member
Best Practices
Least Privilege
Assign the minimum role needed for each team member’s responsibilities.
Regular Audits
Periodically review team members and remove accounts that are no longer needed.
Limit Admins
Keep the number of Admin accounts small to reduce security risks.
Use SSO
For enterprise teams, enable SSO to centralize access management.
API Reference
Endpoints
Error Codes
Related
Single Sign-On
Configure SSO for centralized access management
Billing & Plans
Upgrade your plan to add more team members
