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:

Core Concepts

• Member: Users invited to join the Space Station. Basic organizational unit like players in a football team.
• Role: Defines permissions within the Space Station. 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.

Permission Systems

• Member Permissions: Blacklist system - full platform access by default, specific restrictions can be applied.
• Guest Permissions: Whitelist system - no access by default, requires explicit permission grants.

Member & Team Management

Member Operations

Adding a member is very simple, just 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 it as soon as you search. Modify member information, such as adjusting his position or something, just like changing a room for a friend and changing it in the system.

Invite Members

1. Click the "+ Invite" button at top-right of member list
2. Choose between creating invitation links or direct email invitations

Edit Member Profiles

1. Locate target member in the list
2. Click "⋮" > "Edit" to modify profile details, team assignments, or roles

Remove Members

1. Find target member in list
2. Click "⋮" > "Remove" > Confirm action

Managing 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 Team

1. Click the "⋮ " button at top-right of member list
2. Click "Create Team"
3. Name new team and confirm

Teams appear as square-avatar items supporting hierarchical structure.

Add Members to Team

1. Select target team
2. Use "Add Member" option to invite existing members Note: Members can only belong to one team concurrently

Modify Teams

1. Click the "⋮ " button at top-right of member list
2. Click "Select Team"
3. Rename through "Edit" option

Delete Team

1. Select target team(s)
2. Click "Delete" button at bottom-right

Role Management

Role Types

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 executing 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: Possess configurable management privileges
• Standard Roles: Limited to basic viewing/usage permissions

Assignable Permissions

Administrative roles may include:

• Member Management: Invite/edit members
• Team Configuration: Create/edit teams
• Resource Control: Add/modify/delete resources
• Template Management: Install/publish templates
• Integrations: Manage third-party connections
• Security Settings: Adjust security configurations

Maintaining Roles

Creating a character is like designing a new game identity. You need to determine what that identity can do. Assigning roles is like assigning identities to gamers, giving the right characters to the right people. Modifying a character is like upgrading or downgrading a game identity, adjusting its permissions. Deleting a character is like deleting an unused identity in the game. Permissions settings specify what functions each character can perform, so that each character can operate within its own permissions

Creating Roles

1. Click the "⋮ " button at top-right of role list
2. Click "+ Create Role"
3. Configure permissions and save

Assigning Roles

1. Select target role
2. Use "Add Member" to assign individuals,You can choose to add members to the space station, or invite new members to join the station and assign roles

Modifying Roles

1. Click the "⋮ " button at top-right of role list
2. Open the menu again and select "Edit Role" to modify the name and permissions of the role.

Delete Roles

1. Click the "⋮ " button at top-right of role list
2. Click "Delete role"
3. Confirm deletion through "Confirm" option

Guest Management

Visitors 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 visitors 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 visitor 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

Managing Guest Teams

Create Guest Team

1. Click the "⋮ " button at top-right of role list
2. Click "+ Create Guest Team"
3. Name and confirm new guest group

Add Guests

1. Select target guest team,You can choose outsourcers who have joined, or invite new outsourcers to enter the space station
2. Generate invitation links with "Guest" designation

Modify Guest Teams

1. Click the "⋮ " button at top-right of role list
2. Click "Select guest team"
3. And select "Edit Guest Team" in the menu in the upper right corner again, and you can open the pop-up window to edit the team name.

Delete Guest Teams

1. Select target guest team(s)
2. Confirm deletion

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