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OnPageIQ Documentation

Team & Departments

Invite members, assign roles, and organize departments on Team tier and above.

User goal

Collaborate with colleagues under the same org with correct permissions.

Tier
Team+
Nav label
Team
Route
/team/members
Gates

Prerequisites

  • Organization on team_features tier

QA focus

  • Invited user joins correct org only
  • Role changes affect policies immediately
  • Department assignment visible on member profile

Overview

Team lets you invite colleagues into your organization with roles and optional departments. Available on Team tier and above.

What you get

  • Members list with roles and status
  • Email invitations into this org
  • Departments for grouping members (assignments and reporting)

How it works

  • Requires the team_features subscription entitlement
  • Members share org data; isolation is at the org boundary, not between users in the same org
  • Role changes apply to permissions immediately after save

Common issues & false alarms

  • Pro user sees no Team nav — expected
  • Invitation email depends on mail driver in local env

Interactive guide

Step of

All steps (reference)

  1. Step 1. Members list

    View all users in the organization with roles and status.

    What to do: Open /team/members as team-tier admin

    Where: team.members

    Members list

    Expected (pass)

    • All org members listed
    • Invite button visible for authorized users

    Negative cases (must fail safely)

    • Free/Pro user → Team nav hidden or route 403
  2. Step 2. Invite a member

    Send invitation email; invitee registers or accepts into this org.

    What to do: Click Invite → enter email → send

    Where: team.members

    Expected (pass)

    • Invitation record created
    • Invitee cannot access other orgs after join

    Negative cases (must fail safely)

    • Duplicate invite handled gracefully
  3. Step 3. Departments

    Group members for assignments and reporting.

    What to do: Open /team/departments → create department → assign member

    Where: team.departments

    Departments

    Expected (pass)

    • Department CRUD works within org
    • Member shows department on members list

    Negative cases (must fail safely)

    • Cross-org department ID → 404

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