Managing Your Team
Invite team members, assign roles, and manage access to your solution dashboard.
Overview
Multiple people from your organization can manage your solution profile. The Team tab in your Solution Dashboard lets you invite members, assign roles, and control who can do what.
Roles
| Role | Permissions |
|---|---|
| Owner | Full control — edit profile, manage team, approve claims, change settings, delete the profile |
| Editor | Edit profile content — update descriptions, add business cases, manage certifications |
| Viewer | Read-only access — view the dashboard and analytics but cannot make changes |
Inviting Team Members
- Go to your Solution Dashboard
- Click the Team tab
- Enter the person's email address and select a role
- They'll receive an invitation to join
If the person doesn't have a Human Cloud account, they'll be prompted to create one when they accept the invite.
Team Invite Links
You can also generate a reusable invite link to share with your team. Anyone with the link can request to join your organization. Invite links can have expiration dates and usage limits.
Personas
In addition to roles, team members can be tagged with personas that indicate their functional responsibility:
- Marketing — profile editing, badge management, content sharing
- Sales — lead responses, RFI/brief handling
- Growth — analytics, integrations, engagement tracking
Personas are informational — they help your team understand who handles what. They don't restrict access beyond the role-based permissions.
Approving Join Requests
When someone claims your profile or requests to join via an invite link, their request appears in the Approvals tab. Owners can:
- Approve — grant them access with the requested role
- Reject — deny the request
Removing Team Members
Owners can revoke access for any team member at any time. Revoked members immediately lose access to the Solution Dashboard but any content they created remains.
Email Domain Auto-Matching
When someone signs up with an email address that matches your organization's registered domain, they may be automatically linked to your organization as a viewer. This makes it easy for colleagues to find and join your team.