SettingsWorkspace Settings

Team

Team is a structure that Fyno built for you to work and collaborate seamlessly with your colleagues.

But in order to understand how the Team function works, we will first need to understand what a Workspace is and how that functions. Read more here.

The structuring and functioning of a Team works based on roles and access assigned to each team member.

On signing up and creating a new account with Fyno your Default Workspace is created and the registered email ID is the Organisation Owner!

The Need for Teams

Teams allows you to:

  • Provide restricted access to individual employees as per their role requirements.
  • Have a centralized view of the team members along with their access levels and other details
  • Collaborate easily with colleagues on projects and tasks within the Fyno Application.

Roles

The below roles with unique levels of access have been created so that you can assign relevant roles to each person, based on what they need to access.

AccessOwnerSuper AdminWorkspace AdminDeveloperSupport
Workspace Creation✅
Security Settings✅✅
Logs (Live)✅✅✅✅
Reports✅✅✅
User Profile Unmasking✅✅✅
User Profiles (Live)✅✅✅✅
Everything else (Edit access)✅✅✅✅
Everything else (Read access)✅✅✅✅✅
You can give only ‘Approval’ role to your team member. They will be able to access only the modules for which they are assigned as Approvers.
"Owner", "Super Admin" and "Workspace Admin" can see all!

An “Owner”, “Super Admin” and a “Workspace Admin” has the capacity to unmask and view details within User Profiles.

All you’ll need to do is, navigate to the profile (after logging in as owner) and click on the profile. Once you find the 👁️ (eye) icon and click on it to unmask the details.

Creating and Viewing Team members

To create a new team member, follow the below steps:

1From your Fyno account, click on the Workspace Settings icon from bottom left side of the Navigation menu and select Team from the list of options.
2In the Team page, click on the Invite Team Member button, fill in the email ID and click on submit.
3The newly invited colleague will receive an email with details to sign up on the Fyno App.
4Owner can invite a team member and give them either Workspace Admin or Developer or Support role.
5A Workspace Admin can invite a team member and give them either Developer or Support role.

Deleting a Team Member

To delete a team member from your workspace, follow the below steps:

1From your Fyno account, click on the Workspace Settings icon from bottom left side of the Navigation menu and select Team from the list of options.
2On the page that opens, click on the “more” menu of the name that you would like to remove from the workspace and select Delete. You will be prompted to Confirm your action and that’s it!
Every Workspace can have only one Owner.

How to enable Approval settings

To enable Approval settings,

1From your Fyno account, click on the Workspace Settings icon from bottom left side of the Navigation menu and select Team and click Approval Settings.
2Enable the team members whom you want to give Approval role on the left hand side. Please make sure to select at least 1 approver
3On the right hand side, you will see the list of modules (Templates, Notification Events, Workflows and Routes) which you can enable for Maker Checker. Once you enable it, any changes made in that module will Go Live only after the approver(s) approve the changes made.
4Enable at least 1 module to enable Maker Checker flow for that particular module.
5You can select the no of approvers for a module. You can select up to 5 approvers. For example, you selected 2 approvers for Templates and any changes in Template will go Live only after these 2 approvers approve the changes.
6Click ‘Save’ to save the changes

Once you have enabled Approval settings, you will see the Approval role icon along with their actual role in the Teams page.

You can also add team members with Approver role. They will be able to access only the modules for which they are selected as Approvers.