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User & Teams

18 Mar 20265 minutes to read

Code Studio empowers administrators and team leads to manage organization members, assign roles, and organize users into teams for seamless collaboration and governance.

1. Key Benefits

  • Role Assignment: Assign roles such as Admin, Team Lead, or User to match your organizational hierarchy.
  • Team Creation: Easily create and manage teams with intuitive controls.
  • Usage Visibility: Monitor usage and spending at both team and individual levels.
  • Streamlined Control: Centralized management for onboarding, governance, and collaboration.

Note: Only Admins can make changes user settings. Admin and Team Owner can make changes in teams settings. Users and Team Leads only view user and team settings.

2. User Management

Viewing Members

  • Navigate to the Users page under the Users and Teams section.

    Users

  • Grid displays all users in the organization.
  • Use the search bar to look for specific users.

Adding Members

  1. Click “Invite Users”.

    Invite Users

  2. Select the team from the dropdown to invite a user to an existing team. If you want invite user for new team, click “Add Team”.

    Add Team

  3. On clicking Add Team, it will open Add Team dialog, enter the team name and click “Add Team”.

    Add Team

  4. Choose the role (Admin, Team Lead, User).
  5. Enter the user’s email address.
  6. Send the invitation by clicking the Invite button.The user will be added upon acceptance.

    Invite Users

Note: Admins, Team Leads and Team Owners can only invite users.

Editing or Removing Members

Use the context menu to:

  • Edit: Update a user’s name or role.

  • Delete: Remove a user from the organization.

    Edit and Remove User

  • Resend Invitation: We can Resend Invitation for users who have not yet accepted their initial invitation. This is helpful when the original email was lost or has expired.

  • Cancel Invitation: Cancel Invitation for users who are still in the “Invitation Sent” state and have not yet joined the organization. Use this option when you no longer want the invited user to join the organization. Once the invitation is canceled, the user will be removed from the invited users list.

    Resend Invitation

3. Teams Management

Team List Panel

  • Navigate to the Teams page under the Users and Teams section.

    Teams

  • Displays all existing teams as sidebar list items and selected team members in a grid.

Add New Team

  • Click the Add button to create a new team.

    Add Team

Selecting a Team

  • Select teams in the sidebar list to view members.
  • Use the search bar to filter teams.
  • The selected team (e.g., development-team) displays its members in the grid.

    Select Team

Team Actions

Accessible via the context menu (three-dot icon):

  • Rename Team – Update the team name.

  • Delete Team – Remove the team.

    Delete Team

To manage a team member, click the three‑dot menu next to their name. From this menu, you can choose actions such as changing the user’s team or removing the member from the current team.

  • Change Team – Move a user from one team to another.

  • Remove Memeber – Remove user from selected Team.

    Remove Member

Invite New Users

  • Send an invite link through email to new users.

    Invite new User

Manage Team Owners

The Manage Team Owners feature allows administrators to assign selected team leaders as Team Owners so they can monitor work, manage editable access, maintain team structure, and support operations more effectively.

Purpose of Team Owners

  • Visibility: They can see and track activity in their teams.
  • Control: They can edit and manage across those teams and ensure teams are properly structured.
  • Accountability: They act as the authority responsible for team-level decisions

Note: Team Owners are not limited to a single team. They can be assigned to multiple teams, except their own. They have Admin-level access only within the teams they manage. A Team Owner can add budgets and set alerts for their users, but not for the entire team.

How to Assign Team Owners

  1. Navigate to the Teams page and select a team.

  2. Click the Manage Team Owners dialog.

    Invite Users

  3. Open Manage Team Owners Dialog.

    Add Team

  4. Use the dropdown to select one or more leads.

    Add Team

Note: Only existing Team Leads are available for selection.

  1. Click Add to assign them as owners.

    Invite Users

  2. Review the list of added owners.
    • Additional owners can be removed if needed.

    Invite Users

  3. Click Save to confirm changes.

    Invite Users

4. Best Practices

  • Maintain Clear Roles: Assign roles based on responsibilities.
  • Audit Teams Regularly: Ensure team structures reflect current projects.
  • Monitor Usage: Use integrated analytics to track activity and spending.
  • Secure Onboarding: Verify user details before sending invitations.