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Team Management

Qanapi provides comprehensive team management features that allow you to invite colleagues, assign roles, and control access to your organization’s projects.

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Team Overview

To access team management features:
  1. Log in to your Qanapi dashboard
  2. Click on Team in the left navigation sidebar
  3. The Team page displays a list of all team members in your organization
The Team page provides an overview of all team members, including:
  • Name
  • Email address
  • Role
  • Status (Active, Pending, Suspended)
  • Last login time

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Team Member Roles

Qanapi supports the following roles with different permissions:

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Owner

  • Full access to all features and projects
  • Can invite and remove team members
  • Can change roles of team members
  • Can view and modify billing information
  • Can create, modify, and delete projects
  • Only one owner per organization

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Administrator

  • Can invite and remove team members
  • Can create, modify, and delete projects
  • Can access all projects
  • Cannot access billing information
  • Cannot change the owner’s role

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Developer

  • Can access assigned projects
  • Can create and modify content within assigned projects
  • Cannot invite or remove team members
  • Cannot access billing information

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Viewer

  • Read-only access to assigned projects
  • Cannot modify any content
  • Cannot invite or remove team members
  • Cannot access billing information

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Inviting Team Members

To invite a new team member:
  1. Navigate to the Team page
  2. Click the Invite Team Member button
  3. In the invitation form:
    • Enter the email address of the person you’re inviting
    • Select the appropriate role
    • Optionally, select specific projects to grant access to
  4. Click Send Invitation
Invite Team Member Form
Team members will receive an email invitation with instructions to join your organization. The invitation expires after 7 days.

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Managing Project Access

For Developer and Viewer roles, you can control access to specific projects:
  1. Navigate to the Team page
  2. Find the team member whose access you want to modify
  3. Click on the Edit (pencil icon) button
  4. In the Edit Team Member dialog:
    • Check or uncheck projects to grant or revoke access
    • Click Save Changes to apply your changes
Administrators and Owners automatically have access to all projects.

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Removing Team Members

To remove a team member from your organization:
  1. Navigate to the Team page
  2. Find the team member you want to remove
  3. Click the Remove (trash icon) button next to their name
  4. Confirm the removal in the dialog that appears
When a team member is removed:
  • They immediately lose access to your organization
  • They can no longer access any of your projects
  • Their pending actions are canceled
  • All API keys they’ve created continue to function

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Changing a Team Member’s Role

To change a team member’s role:
  1. Navigate to the Team page
  2. Find the team member whose role you want to change
  3. Click on the Edit (pencil icon) button
  4. In the Edit Team Member dialog:
    • Select the new role from the dropdown menu
    • Click Save Changes to apply the new role
Changing a team member’s role can significantly alter their access permissions. Ensure you understand the implications before making changes.

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Transferring Ownership

To transfer ownership of your organization:
  1. Navigate to the Team page
  2. Click on the Transfer Ownership button in the top right
  3. Select the team member who will become the new owner
  4. Confirm your decision by entering your password
  5. Click Transfer Ownership
Transferring ownership is a permanent action that cannot be easily reversed. The new owner will have complete control over the organization, including billing management and the ability to remove other team members.

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Pending Invitations

To view and manage pending invitations:
  1. Navigate to the Team page
  2. Click on the Pending Invitations tab
  3. Here you can:
    • View all pending invitations
    • Resend an invitation by clicking the Resend button
    • Cancel an invitation by clicking the Cancel button

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Best Practices for Team Management

  1. Assign appropriate roles - Follow the principle of least privilege when assigning roles
  2. Regularly review team access - Periodically audit team members and their project access
  3. Promptly remove departing team members - Ensure departing employees no longer have access
  4. Use project-specific access - Limit access to only the projects that each team member needs
  5. Document your team structure - Maintain documentation of who has access to what

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Next Steps

After setting up your team:
  1. Configure Billing Settings
  2. Set Up Security & Logging
  3. Review Project Settings