Team Management

In Bika.ai's enterprise-level AI platform, team management functions help users effectively organize members and allocate access privileges. Here is the functional guide:

Basic concept

• Member: Users invited to join the Space. Basic organizational unit like players in a football team.
• Role: Defines permissions within the Space. Similar to positions in football - different roles have specific privileges (e.g., administrator vs regular user).
• Team/Department: Organizational subgroups within the space. Comparable to tactical groups in sports teams.
• Guest: External collaborators with restricted permissions by default. Requires explicit permission grants through whitelisting.

Differences in permissions

• Member permissions: Using the blacklist system, the default has all permissions granted by the organization, and can view and use all operable permissions. Take the space as an example, if the space sets the default viewable and editable permissions, members will naturally have these permissions
• Guest permissions: Guest use a whitelist system and do not have any permissions by default. Guest can only have corresponding operation permissions after setting specific permissions for them. For example, Guest can only see a file if they are explicitly given permission to view it

Management of Members

Adding a member is very simple, like inviting a friend to play at home. You send an invitation in the system, and the other party accepts it and comes in. Deleting a member is like asking a friend to leave and operate it in the system. It is also easy to inquire about members. If you want to know who is on the team, you can find out as soon as you search. Modifying member information, such as adjusting his position, is like changing a room for a friend and changing it in the system.

Add member

In the upper right corner of the member management list, click the invite button to jump to the invitation page.

On the invitation page, you can create an invitation link directly, or you can invite members to join the space by entering your email address.

Edit member information

On the right side of the member list, click the "More" button and select Edit from the menu to modify the basic information of the member, assign teams and roles to the member, or remove the member from the space.

Remove member

On the right side of the member list, click the "More" button, select Remove from space in the menu, and confirm in the confirmation modal to remove the member from the space.

Management of Teams

Creating a team is like forming a new interest group, giving it a name, identifying the members, and a new team is born. Deleting a team is like dissolving an interest group and removing it from the system. Query the team to quickly find the team you want to know about. Modifying team information, such as adjusting team goals and membership, is like replanning the activity content and member list for the interest group.

Create a team

Click the "More" button in the upper right corner of the member list, select "Create Team" in the menu, and enter the team name in the pop-up modal to create a team.

Teams share a list with members, where teams are square avatars and can have next-level list.

Add members to the team

Click on the team list item to enter the team, and you can enter the team by inviting members, or directly select the members in the space .

Note: Members can only belong to one team, and adding a space in-app member will remove them from the original team they belong to

Modify team information

1. Click the "More" button in the upper right corner of the list and click "Select Team" to tick the team.
2. After checking the team that needs to be modified, click the "More" button again and select Edit Team Name to modify the team name in the pop-up modal.

Delete team

After checking the team that needs to be deleted, you can click Delete Team in the lower right corner of the list, and you can also choose Delete Team in the More menu in the upper right corner.

Role and Role permissions

Role usage scenarios

Why use roles? For example, in a company, the boss has the highest authority and can determine the development direction of the company; employees have less authority and are mainly responsible for performing tasks.

In the Bika.ai, there are two types of roles, each with different permissions, so that the work can be orderly and avoid confusion.

• Administrative roles: These roles can have permission types and perform various administrative tasks
• Non-administrative roles: Normal roles only have the basic ability to view and use basic functions, or perform operations that the role is defined to complete

What are role permissions?

Role permissions are what each role can do in the system. For example, the administrator role can add and delete members, but ordinary members do not have this permission and can only view and use some basic functions.

• Member and team management

  • Invite and edit members
  • Create and edit teams
  • Create and edit roles

• Resource management

  • Add, modify, and delete resources

• Template management

  • Install templates
  • Publish Template

• Third-party integration management

  • Install and use third-party integrations

• Security clearance

  • Manage security settings

Create, assign, modify, delete, and set roles

Creating a role is like designing a new game identity. You need to determine what that identity can do. Assigning a role is like assigning an identity to a gamer, giving the right role to the right person. Modifying a role is like upgrading or downgrading a game identity and adjusting its permissions. Deleting a role is like deleting an unused identity in the game. Permission settings specify what functions each role can perform, so that each role can operate within its own permissions.

Create role

Click the "More" button in the upper right corner of the role list and select "Create role" to set up the role in the new pop-up modal.

If the role requires permissions, select the administrative class role and grant the relevant permissions according to the needs of the role identity.

Assign roles to members

Click on the role you need to add a member to enter the next layer. In the upper right corner, you can choose to add a member in the space , or invite new members to join the space and give roles.

Edit Role Information

1. Click the "More" button in the upper right corner of the character list, select "Select", and select the character that needs to be modified.
2. After selecting the role, open the menu again and select "Edit Role" to modify the name and permissions of the role again.

Delete role

Click the "More" button in the upper right corner of the role list, select "Delete Role", and click OK in the confirmation modal to delete the target role. At the same time, members under this role will also lose the permissions of this role.

Guests

Guests play a unique role as temporary participants in the Bika.ai platform, and they have a completely different permission system than members. Members have various permissions based on the blacklist system by default, and can view and use many actionable permission items, while Guests are restricted by default and follow the whitelist system.

In actual business scenarios, for example, if a partner needs to briefly view some of the project's information, they can join as a guest.

Understanding the detailed setting and effective management of Guests permissions not only guarantees the security of the team's core resources, but also flexibly controls external personnel's access to team resources according to specific needs, thus enabling more efficient external collaboration and communication while ensuring information security.

Creation, allocation, modification, and deletion of guests

Create a guest team

Click the "More" button in the upper right corner of the list, select "Create Guest Team", and enter the name of the guest team in the pop-up modal.

Add external personnel to the guest team

1. Click on the team that needs to add guests to enter the next level. You can select the outsourced personnel that have joined, or invite new outsourced personnel to enter the space .
2. Select "Guest" in the invitation identity, and select the "Guest Team" to which the guest belongs, and then create an invitation link

Modify guest team information

1. Click the "More" button in the upper right corner of the list and click "Select Guest Team" in the menu.

2. Check the guest team that needs to be modified, and select "Edit Guest Team" in the menu in the upper right corner again to open the pop-up modal to edit the team name again.

Delete guest team

Similarly, after checking the team that needs to be deleted, click "Delete Guest team" in the lower right corner, or select "Delete Guest Team" in the menu in the upper right corner, you can delete the guest team.

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