Team Management

ChordFlow provides comprehensive team management capabilities to organize your workforce and control access across your organization.

Organization Structure

ChordFlow organizes teams in a hierarchical structure:

Organizations

Top-level container for your company or group

Teams

Groups of people working together (Engineering, Design, Product, etc.)

Projects

Specific initiatives that teams collaborate on

Organization Roles

ChordFlow has three main organization roles with different permission levels:

Owner

Highest level of access with full control over the organization. Can change all member roles, remove members, invite new users, and rename the organization.

Admin

Mid-level administrative access for managing teams and members. Can promote members to admin, remove non-owners, and invite new members.

Member

Basic organization access for day-to-day collaboration. Can participate in projects and teams, create documents, but cannot manage other users.

Team & Project Roles

Within teams and projects, members can have additional specific roles:

Team Lead

Manages team-specific settings and can assign project roles to team members.

Project Manager

Oversees specific projects, manages project documents, and coordinates project activities.

Contributor

Standard team member who can participate in projects, create and edit documents, and collaborate with AI assistants.

Managing Your Team

Key team management activities include:

Inviting Members

Send email invitations to new team members with appropriate role assignments and access permissions.

Role Management

Adjust member roles and permissions as team needs evolve and organizational structure changes.

Access Control

Set appropriate permissions for documents, projects, and organizational resources based on team roles.

Best Practices

Follow these best practices for effective team management:

Start with minimal permissions and grant additional access as needed
Regularly review and audit team member roles and access
Use teams to organize members by function or project
Maintain clear documentation of roles and responsibilities
Keep multiple Owners for redundancy and continuity