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Team Management

When tenancy is enabled, you can create teams and assign users to them. This allows you to manage permissions and access to resources based on teams.

Creating a Team​

To create a team, navigate to the Teams section in the sidebar and click on the Create New Team button. Fill in the team name and click on the Create New Team button.

Managing Team Members​

To manage team members, click on the team name in the Teams section. You can add or remove users from the team by clicking on the Add User or Remove User buttons respectively.

Adding a User to a Team​

To add a user to a team, click on the Add Team Member button. A select menu will appear where you can search for a user by their email address or name from any of your existing teams. Select the user from the search results and click on the Save Changes button at the bottom of the screen.

Adding a User to a Team by Email​

If the user you want to add to a team does not exist in any of your existing teams, you can add them by email. To do this, click on the Add Team Member button, then click on the plus button to the right of the select menu. Enter the user's name, and email address in the input field and click on the Create button at the bottom of the modal window.

If the user already exists in the system, they will be added to the team immediately. If the user does not exist in the system, they will be sent an invitation email to join the team. The user will be added to the team once their account has been created.

Removing a User from a Team​

To remove a user from a team, click on the trash icon next to the user's name in the team members list. A confirmation dialog will appear asking you to confirm the action. Click on the Confirm button to confirm, then click on the Save Changes button at the bottom of the screen.

Notifications​

When a user is added to a team, they will receive a notification email informing them that they have been added to the team, however, they will not receive a notification when being removed from a team.

The following files are used in this feature:

  • app/Notifications/UserAddedToTeamNotification.php
  • app/Notifications/UserCreatedAndAddedToTeamNotification.php

Files​

The following files are used in this feature:

  • app/Filament/App/Pages/Tenancy/EditTeamProfile.php
  • app/Filament/App/Pages/Tenancy/RegisterTeam.php
  • app/Filament/App/Pages/Auth/SetPassword.php