Appearance

Inviting Your Team 👥 ​

Once you've received your initial invite and set up your Triggr account, you can invite your team members to join your workspace.

How to Invite Team Members ​

📍 Step 1: Access Team Management ​

  1. Log into your Triggr account
  2. Click on your organization name in the top right corner of the app
  3. Click the "Manage" button next to your organization
  4. A dialog will open with organization settings

👤 Step 2: Invite Your Team ​

  1. In the dialog, click on "Members" in the sidebar
  2. You'll see options to invite new team members
  3. Click the "Invite" button
  4. Enter the email addresses of the people you want to invite
  5. Send the invitations

✅ Step 3: Team Members Join ​

  • Invited team members will receive an email with a secure invitation link
  • They can click the link to create their account and join your workspace
  • Once they accept, they'll have access to your Triggr workspace

Team Management Features ​

🔐 Secure Authentication ​

Triggr provides secure authentication with session tracking to ensure reliable access for your team:

  • Single Sign-On (SSO) - Seamless integration with your existing identity provider
  • Multi-factor Authentication (MFA) - Enhanced security for sensitive operations
  • Role-based Access - Control what each team member can see and do
  • Session Tracking - Monitor active sessions and user activity

👥 Managing Your Team ​

From the Team Members section, you can:

  • Add new team members - Invite additional users as needed
  • Remove team members - Revoke access when someone leaves
  • Update permissions - Change what each person can access
  • View activity - See who's been active and when

Best Practices ​

🎯 Who Should You Invite? ​

Start with your core team:

  • Operations Manager - Oversee workflows and automation
  • Service Desk Technicians - Handle client requests and tickets
  • Account Managers - Manage client relationships and onboarding
  • System Administrators - Configure integrations and technical settings

🔒 Security Considerations ​

  • Only invite people who need access - Keep your team lean and secure
  • Use company email addresses - Avoid personal email accounts for business access
  • Regular access reviews - Periodically review who has access and remove inactive users
  • Strong passwords - Encourage team members to use strong, unique passwords

📋 Onboarding Your Team ​

When inviting team members, consider:

  • Role clarity - Make sure each person understands their responsibilities
  • Training needs - Some team members may need training on specific workflows

💡 Single Point of Contact: While multiple team members can access Triggr, we prefer to designate a single point of contact to ensure clear communication and prevent conflicting input. This person will be the primary liaison with your Triggr account manager.

Troubleshooting ​

❓ Common Issues ​

"I can't find the Team Members option"

  • Make sure you're logged in as an admin or owner
  • Check that you're clicking on your company name in the top right

"Invitation emails aren't being received"

  • Check spam/junk folders
  • Verify the email address is correct
  • Contact support if the issue persists

"Team member can't access certain features"

  • Check their role and permissions
  • Contact your account manager to adjust access levels

Need help? Your account manager can assist with team setup, role configuration, and any permission issues you encounter.