Managing your team effectively on Pecan AI ensures smooth collaboration while maintaining proper security controls. Think of this process like organizing a research team where each member needs the right level of access to contribute meaningfully without compromising your workspace's integrity.
Adding New Team Members
When you invite someone to your Pecan AI workspace, you're granting them access to your organization's predictive analytics environment. This process involves careful consideration of their role and responsibilities within your team.
Step-by-step invitation process:
Access the team management screen by clicking the "Invite" button located in the top right corner of your Pecan AI platform. This button serves as your central hub for all team management activities.
Initiate the invitation process by clicking the "Invite Member" button that appears. This opens the detailed invitation form where you can specify the new team member's information.
Enter the person's details in the invitation form that appears. You'll need to provide their email address, which becomes their login credential, along with their first name and last name for proper identification within your workspace.
Determine their access level by deciding whether they should be a regular user or an administrator.
Regular users can work within the platform according to set permissions, while administrators have expanded capabilities including inviting members, removing members, and assigning roles to others.
Send the invitation by clicking the "Send Invite" button. The system automatically generates a secure email invitation containing a unique link that the recipient must click to complete their registration.
Wait for confirmation as the invited person receives their email and clicks the activation link. Once they complete this step, they'll have full access to your Pecan workspace according to the permissions you assigned.
Managing Existing Team Members
As your team evolves, you'll need to adjust permissions or remove members who no longer require access. This ongoing management ensures your workspace maintains appropriate security and organizational structure.
Step-by-step management process:
Return to the team management screen by clicking the same "Invite" button in the top right corner. While primarily used for invitations, this button also provides access to your complete team management dashboard.
Locate the team member you want to modify within the comprehensive list of current users and their respective roles.
Access individual user options by clicking the three-dot "kebab" menu icon positioned next to their name. This menu serves as your control center for managing that specific team member.
Choose your action from the available options. You can edit their role to promote regular users to administrators or adjust existing permissions, or you can remove them entirely from your workspace if they no longer need access.
Understanding the Importance of Proper Team Management
Effective team management on Pecan AI creates a secure foundation for collaborative analytics work. Regular review of your team roster ensures that access levels remain appropriate for each member's current responsibilities. When team members change roles or leave your organization, promptly updating their Pecan AI access maintains both security and compliance with your organizational policies.
This systematic approach to user management helps you build a productive analytics environment where team members can contribute effectively while maintaining the integrity of your workspace.