Team Management
2 min read
1 min setup
Quick Summary
BedrockDocs makes team collaboration seamless. Invite team members, manage access levels, and enable your team to work across different environments - all while maintaining security and control over your document processing workflow.
Multi-Environment Support
Team members can access both production and development environments with appropriate permissions. Switch between environments easily using the organization selector in the header.
Key Features
Easy Team Invites
Invite team members with just their email address
Multi-Tenant Access
Team members can access multiple environments
Role Management
Define access levels and permissions
Environment Switching
Seamlessly switch between different tenants
Setup Process
1
Access Team Settings
Navigate to Settings > Team Members in your dashboard
Bookmark the team settings page for quick access during initial setup
2
Send Invitations
Enter team member email addresses and send invites
Use a spreadsheet to prepare email addresses for bulk invitations
3
Assign Roles
Set appropriate access levels for each team member
Start with restricted roles and expand permissions as needed
4
Confirm Access
Team members receive email invites and can instantly access the system
Ask team members to check spam folders if they don't receive the invite
Best Practices
- Role Assignment: Start with minimal permissions and adjust as needed
- Environment Access: Clearly define which team members need access to which environments
- Regular Audits: Periodically review team member access and permissions
Pro Tip
Use email aliases (e.g., yourname+dev@company.com) to manage multiple accounts for different environments while keeping everything organized in your inbox.