Manage organization members, roles, and permissions effectively.

Overview

Team Management helps you organize members, assign roles, and control access within your Lucky 7 organization.

Adding Team Members

Send Invitation

1. Go to Organization → Members
2. Click Invite Member
3. Enter email address
4. Select role (Admin, Member, or Viewer)
5. Add personal message (optional)
6. Click Send Invitation

Requirements

• Must have available seat
• Valid email address
• Appropriate role selection
• Organization active

Invitation Process

1. Member receives email
2. Clicks acceptance link
3. Creates account (if new)
4. Joins organization automatically

Invitation Expiry

• Invitations expire after 7 days
• Resend if expired
• Member can request new invitation

Member Roles

Owner

Full organization control

• Manage all settings
• Billing and subscriptions
• Add/remove any member
• Delete organization
• All board access

One owner per organization

Admin

Team management

• Add/remove members (not owner)
• Manage teams
• View all boards
• View usage analytics
• Cannot manage billing
• Cannot delete organization

Multiple admins allowed

Member

Standard user access

• Create boards
• Collaborate on boards
• Use organization usage pool
• Access shared resources
• Cannot manage members
• Cannot view billing

Most team members

Viewer

Read-only access

• View organization boards
• See team activity
• No creation permissions
• No editing capabilities
• Cannot manage anything

Best for external stakeholders

Detailed role guide →

Removing Members

How to Remove

1. Go to Organization → Members
2. Find member in list
3. Click Remove button
4. Confirm removal

Immediate effect:

• Member loses access
• Seat becomes available
• Cannot access org boards
• Personal content unaffected

What Happens to Their Work

• Boards they created remain in org
• Their contributions stay
• Ownership transfers to org
• Content preserved

Teams Within Organization

Creating Teams

Group members by project or department:

1. Go to Organization → Teams
2. Click Create Team
3. Name team (e.g., "Marketing", "Production")
4. Add members to team
5. Assign board access

Team Benefits

• Organize by project
• Restrict board access
• Track team usage
• Streamline collaboration

Managing Teams

• Add/remove members
• Assign boards to teams
• Set team permissions
• Track team activity

Full team guide →

Member Activity

Monitoring Usage

Track what members are doing:

• Generation counts
• Board activity
• Feature usage
• Cost contribution

Activity Dashboard

View per member:

• Total generations
• Active boards
• Last active date
• Usage trends

Usage Reports

Export reports showing:

• Member usage breakdown
• Cost per member
• Feature usage
• Time period analysis

Member Communication

Organization Announcements

Notify all members:

• Important updates
• Policy changes
• Billing information
• Feature releases

Direct Communication

• Member email visible to admins
• Contact individually
• Or use board chat for project-specific

Onboarding New Members

Best Practices

Before Invitation:

1. Add seat if needed
2. Prepare welcome documentation
3. Assign initial projects

After Acceptance:

1. Assign role appropriately
2. Add to relevant teams
3. Share initial boards
4. Provide training materials

First Week:

1. Check their progress
2. Answer questions
3. Assign starter tasks
4. Gather feedback

Offboarding Members

Process

Before Removal:

1. Transfer board ownership if needed
2. Document their work
3. Download important content
4. Notify team

Removal:

1. Remove from organization
2. Revoke board access
3. Remove from teams
4. Free up seat

After Removal:

1. Verify access revoked
2. Update team on change
3. Reassign their boards
4. Consider reducing seats

Member Permissions

Board Access

• Owners see all boards
• Admins see all boards
• Members see assigned boards
• Viewers see shared boards only

Resource Access

• All members share usage pool
• Permissions per board
• Organization resources
• Team resources

Troubleshooting

Member can't join

• Check invitation sent correctly
• Verify email address
• Check invitation not expired
• Ensure available seat exists
• Resend invitation

Can't remove member

• Verify you're owner/admin
• Can't remove organization owner
• Check for unsaved changes
• Try different browser

Member has wrong role

• Update role in member settings
• Changes apply immediately
• Notify member of change

Can't invite (no seats)

• Add seats first
• Or remove inactive member
• Check seat availability

Best Practices

Right-Sizing Team

• Invite only active members
• Remove inactive promptly
• Optimize seat usage
• Review membership quarterly

Role Assignment

• Start with Member role
• Promote to Admin when needed
• Limited Viewer for external
• Document role decisions

Communication

• Clear role expectations
• Usage guidelines
• Collaboration norms
• Regular team meetings

Security

• Verify email addresses
• Remove members promptly when they leave
• Audit access regularly
• Monitor unusual activity

Member Limits

Pro Organization

• 2-10 members (based on seats)
• Pay per seat
• Add up to limit

Enterprise Organization

• Unlimited members
• No seat limits
• Custom pricing

Related Topics

• Member Roles
• Seat Management
• Organization Billing
• Creating Organizations