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* docs(cli): document device-code login and config reset guidance; renumber sections * docs(cli): fix duplicate numbering (renumber Login/API Keys/Configuration sections) * docs: Fix webhook documentation to include meta dict in all webhook payloads - Add note explaining that meta objects from kickoff requests are included in all webhook payloads - Update webhook examples to show proper payload structure including meta field - Fix webhook examples to match actual API implementation - Apply changes to English, Korean, and Portuguese documentation Resolves the documentation gap where meta dict passing to webhooks was not documented despite being implemented in the API. * WIP: CrewAI docs theme, changelog, GEO, localization * docs(cli): fix merge markers; ensure mode: "wide"; convert ASCII tables to Markdown (en/pt-BR/ko) * docs: add group icons across locales; split Automation/Integrations; update tools overviews and links
88 lines
4.0 KiB
Plaintext
88 lines
4.0 KiB
Plaintext
---
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title: "Team Management"
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description: "Learn how to invite and manage team members in your CrewAI Enterprise organization"
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icon: "users"
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mode: "wide"
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---
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As an administrator of a CrewAI Enterprise account, you can easily invite new team members to join your organization. This guide will walk you through the process step-by-step.
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## Inviting Team Members
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<Steps>
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<Step title="Access the Settings Page">
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- Log in to your CrewAI Enterprise account
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- Look for the gear icon (⚙️) in the top right corner of the dashboard
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- Click on the gear icon to access the **Settings** page:
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<Frame>
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<img src="/images/enterprise/settings-page.png" alt="Settings Page" />
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</Frame>
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</Step>
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<Step title="Navigate to the Members Section">
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- On the Settings page, you'll see a `Members` tab
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- Click on the `Members` tab to access the **Members** page:
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<Frame>
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<img src="/images/enterprise/members-tab.png" alt="Members Tab" />
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</Frame>
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</Step>
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<Step title="Invite New Members">
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- In the Members section, you'll see a list of current members (including yourself)
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- Locate the `Email` input field
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- Enter the email address of the person you want to invite
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- Click the `Invite` button to send the invitation
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</Step>
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<Step title="Repeat as Needed">
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- You can repeat this process to invite multiple team members
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- Each invited member will receive an email invitation to join your organization
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</Step>
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</Steps>
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## Adding Roles
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You can add roles to your team members to control their access to different parts of the platform.
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<Steps>
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<Step title="Access the Settings Page">
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- Log in to your CrewAI Enterprise account
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- Look for the gear icon (⚙️) in the top right corner of the dashboard
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- Click on the gear icon to access the **Settings** page:
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<Frame>
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<img src="/images/enterprise/settings-page.png" alt="Settings Page" />
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</Frame>
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</Step>
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<Step title="Navigate to the Members Section">
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- On the Settings page, you'll see a `Roles` tab
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- Click on the `Roles` tab to access the **Roles** page.
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<Frame>
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<img src="/images/enterprise/roles-tab.png" alt="Roles Tab" />
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</Frame>
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- Click on the `Add Role` button to add a new role.
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- Enter the details and permissions of the role and click the `Create Role` button to create the role.
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<Frame>
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<img src="/images/enterprise/add-role-modal.png" alt="Add Role Modal" />
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</Frame>
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</Step>
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<Step title="Add Roles to Members">
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- In the Members section, you'll see a list of current members (including yourself)
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<Frame>
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<img src="/images/enterprise/member-accepted-invitation.png" alt="Member Accepted Invitation" />
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</Frame>
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- Once the member has accepted the invitation, you can add a role to them.
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- Navigate back to `Roles` tab
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- Go to the member you want to add a role to and under the `Role` column, click on the dropdown
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- Select the role you want to add to the member
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- Click the `Update` button to save the role
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<Frame>
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<img src="/images/enterprise/assign-role.png" alt="Add Role to Member" />
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</Frame>
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</Step>
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</Steps>
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## Important Notes
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- **Admin Privileges**: Only users with administrative privileges can invite new members
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- **Email Accuracy**: Ensure you have the correct email addresses for your team members
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- **Invitation Acceptance**: Invited members will need to accept the invitation to join your organization
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- **Email Notifications**: You may want to inform your team members to check their email (including spam folders) for the invitation
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By following these steps, you can easily expand your team and collaborate more effectively within your CrewAI Enterprise organization. |