Team Management

Manage who has access to your Aura organization. Invite team members, assign roles, and control permissions.

Team Overview

┌─────────────────────────────────────────────────────────────────────────────┐
│                          TEAM SETTINGS                                       │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                              │
│  [+ Invite Member]                                            [Search...]   │
│                                                                              │
│  ┌─────────────────────────────────────────────────────────────────────────┐│
│  │ NAME              EMAIL                    ROLE      STATUS    ACTIONS  ││
│  ├─────────────────────────────────────────────────────────────────────────┤│
│  │ Alice Chen       alice@company.com        Owner     Active      ...     ││
│  │ Bob Smith        bob@company.com          Admin     Active      ...     ││
│  │ Carol Davis      carol@company.com        Member    Active      ...     ││
│  │ Dan Miller       dan@company.com          Member    Pending     ...     ││
│  └─────────────────────────────────────────────────────────────────────────┘│
│                                                                              │
└─────────────────────────────────────────────────────────────────────────────┘

User Roles

Owner

The organization owner has full access:

• All Admin permissions
• Billing and subscription management
• Organization deletion
• Transfer ownership

Admin

Administrators can manage the organization:

• Invite and remove team members
• Configure all settings
• View all team data
• Manage integrations

Cannot:

• Access billing
• Delete organization
• Transfer ownership

Member

Standard team members:

• Manage their own booking links
• View their own pipeline and calls
• Record their own outcomes
• Access their own analytics

Cannot:

• View other members' data
• Invite team members
• Change organization settings

Inviting Team Members

Step 1: Open Team Settings

1. Go to Settings → Team
2. Click Invite Member

Step 2: Enter Details

Step 3: Send Invitation

1. Click Send Invite
2. Invitation email is sent
3. Expires after 7 days

What the Invitee Sees

Email contains:

• Invitation to join your organization
• Link to accept
• Your organization name

Accepting an Invitation

When they click the link:

1. Create account (or sign in)
2. Automatically joined to org
3. Prompted to connect calendar
4. Ready to use Aura

Managing Members

Viewing Team

The team list shows:

• Profile photo
• Name
• Email
• Role
• Status (Active/Pending)
• Last active date

Changing Roles

1. Find the member
2. Click the role dropdown
3. Select new role
4. Confirm change

Removing Members

1. Find the member
2. Click ••• → Remove
3. Confirm removal

What happens:

• Immediate access removal
• Booking links disabled
• Leads remain (can be reassigned)
• Calls and recordings preserved

Resending Invitations

For pending invites:

1. Find the pending member
2. Click Resend
3. New email sent

Canceling Invitations

For invitations that shouldn't be used:

1. Find the pending invite
2. Click Cancel
3. Link invalidated

Transferring Ownership

When to Transfer

• Founder leaving
• New leadership
• Organizational change

How to Transfer

1. Current Owner goes to Team
2. Finds the new owner
3. Clicks ••• → Transfer Ownership
4. Confirms with password
5. Ownership transferred

Team Activity

Viewing Activity

For each member, see:

• Last login date
• Recent actions
• Booking link activity
• Call volume

Activity Metrics

Permissions Reference

By Feature

Security Best Practices

Access Control

• Remove departed employees promptly
• Review permissions quarterly
• Use least-privilege principle
• Audit access regularly

Role Assignment

• One Owner minimum
• Limit Admins to those who need it
• Default to Member role
• Upgrade as needed

Offboarding Checklist

When someone leaves:

1. Remove from Aura
2. Reassign their leads
3. Review pending bookings
4. Disable their booking links
5. Revoke any API keys
6. Document handoff

Enterprise Features

For Larger Teams

Contact us for:

• Single Sign-On (SSO)
• SCIM provisioning
• Custom role permissions
• Audit log export
• Compliance features

SSO Configuration

When SSO is enabled:

• Team members sign in via IdP
• Automatic provisioning available
• Centralized access control

Troubleshooting

Invitation Not Received

1. Check spam/junk folder
2. Verify email address
3. Try resending
4. Check email domain isn't blocked

Can't Change Role

1. Must be Owner or Admin
2. Can't demote yourself
3. Must have at least one Owner

Access Issues After Adding

1. Have them sign out and in
2. Clear browser cache
3. Verify invitation was accepted

Next Steps

• Invite Team - Onboarding new members
• Round Robin - Distribute leads
• Audit Trail - Monitor activity