Members
What it is for
Members is the list of people in the workspace: who they are, what role they have, whether they have activated their account and what can reach them through the assignment rules (which cities, commercial lines and ticket types they handle).
How to get there
Sidebar → Settings → Team → Members tab ·
app.growtek.io/en/team/members
Also from the user menu → Team. Team opens the Performance tab by default (see Workload).
The screen in detail
- Key metrics: Members, Active, Invited and Disabled.
- Invite member.
- Table with the columns Member, Role, Status, Assignment, Last access and Added, and the More actions menu on each row.
Statuses: Pending (invited, has not activated the account yet), Active and Disabled.
Roles shown in the list: Owner, Administrator, Seller, Tech Support, Social Media, End customer and API Client. What each one can do is in Roles and permissions.
What you can do
Invite a person
- Click Invite member.
- Choose New user (or Existing user, if they already have a Growtek account).
- Fill in first names, last names, phone and email.
- Choose the Role in this workspace.
- If the person is going to receive leads or tickets, turn on This user will have assignment rules and fill in the rules (see below).
- Click Send invitation.
How to verify: the person appears as Pending. They receive an email to create their password (the link is valid for 7 days) and become Active when they sign in for the first time.
The Owner role can only be assigned by the Growtek team.
The assignment rules
They decide who receives the leads and tickets that are distributed automatically:
- Assigned city (required for technicians).
- Categories they handle: the workspace's commercial lines (see General → Assignment categories).
- Geographic coverage: Covers the whole country or specific departments.
- Handles e-commerce platform issues.
- Ticket types they handle.
- Responsibilities and/or additional notes.
Resend the invitation
If the person is Pending, open More actions and click Resend invitation.
Change the role or the details
More actions → Edit member (or Change role), change the Role in this workspace or the rules and click Save changes. The email cannot be changed once the account has been created.
Remove access
- Disable: the person can no longer sign in; it is undone with Reactivate.
- Delete: removes them from the workspace.
You cannot apply these actions to yourself.
View a person's performance
More actions → View performance opens their detail.
Required permissions
| Action | Permission |
|---|---|
| View the team | workspacePermissions.read |
| Invite | workspacePermissions.create |
| Edit, change role, resend, disable | workspacePermissions.update |
| Delete | workspacePermissions.delete |
The workspace chooses which role each person has, but not what each role can do: that is managed by the Growtek team. If you need to adjust a permission, ask for it with a support request.
FAQ
I invited someone and the email didn't arrive. Check spam and use Resend invitation.
How do I make someone the workspace Owner? Only the Growtek team can assign or change the Owner.