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Team Management

Learn how to create a team and invite members to share your workspace and credits using the Enterprise-only team management features in GENCY. It covers the permission differences between Owner, Admin, and Member roles, and how to use the Member management, Payment / Management, and Team settings menus.

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Team management is a feature exclusive to Enterprise client companies.

If multiple people need to create and manage detail pages together, use the team features. GENCY lets you share a workspace and credits on a per-team basis.

You can use team-related features in the Team Space at the bottom of the left sidebar.

Team Space Menu​

MenuDescription
Payment / ManagementCheck the team's credit balance and manage top-up/usage history
Manage membersView the list of team members, invite, and manage them
Manage teamChange basic settings such as team name and plan

Checking Team Members​

Manage members screen
Manage members — view the list of team members and their roles

Click Manage members to see the list of members currently belonging to the team and each member's role.

Team Roles​

RoleDescription
Team ownerThe administrator with all team permissions. Can manage team settings, members, and delete the team. Only 1 can be designated per team.
Team adminCan manage members, including inviting team members and changing permissions. Multiple people can be designated.
Team memberCan generate and edit detail pages in the workspace. Cannot invite members or change permissions.

Team Size Limit​

  • The maximum number of team members is determined by your plan.
  • The current count and maximum count are displayed together (e.g., 10/10).

Inviting New Team Members​

The team owner can invite new team members using the procedure below.

  1. Go to the Manage members screen.
  2. Select the invite function and enter the email address of the member you want to invite.
  3. An invitation link is sent to the email address you entered.
  4. Once the invited member clicks the link, they join the team.
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To invite a team member, that member must first complete sign-up for GENCY.

Changing Team Settings​

In Manage team, you can view and change the team's basic information.

  • Change the team name
  • Check the membership (plan)