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The Members and Teams pages let you control who has access to your organization and how they are grouped for collaboration and task routing.

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Members

The Members page displays all users who are part of your organization along with their roles and access levels.

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Inviting Members

To invite a new member:
1

Click Invite Member

Use the invite button on the Members page to open the invitation form.
2

Enter Email Address

Provide the email address of the user you want to invite.
3

Assign Role

Select the appropriate role for the new member.
4

Send Invitation

The user will receive an email invitation to join your organization.

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Member Roles

Members are assigned a role that determines their level of access within the organization. Roles control which features and resources a member can view or modify. Roles are assigned when inviting a member and can be changed from the member’s detail view.

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Teams

Teams allow you to group members together for easier task routing, project assignment, and collaboration. Teams are a key part of Kodexa’s task management system.

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What Teams Are Used For

  • Task routing — Task templates can specify a default team via teamSlug, automatically assigning new tasks to the right group
  • Project access — Teams can be granted roles at the project level, controlling what team members can do within each project
  • Organization access — Teams can be granted organization-wide roles
  • Collaboration — Group related team members so tasks can be assigned to a team rather than individuals

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Creating a Team

To create a new team:
  1. Navigate to Members & Teams in your organization settings
  2. Click the add button to open the team creation form
  3. Provide a name and optional description
  4. The system automatically generates a slug (URL-safe identifier) from the team name
  5. Save the team
The slug is unique within your organization and is used to reference the team in task template configurations.

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Team Slugs

Each team has a slug that is:
  • Automatically generated from the team name (lowercased, special characters replaced with hyphens)
  • Unique within the organization
  • Used in task template teamSlug fields to set default team assignments
For example, a team named “Extraction Team” would get the slug extraction-team.

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Managing Team Membership

Add or remove members from a team by editing the team and selecting users from your organization’s member list.

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Team Access Assignments

Teams can be granted access at two levels:

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Organization-Level Access

Assign a role to a team at the organization level. All team members inherit this role across the entire organization. The teams management grid shows which organization roles each team has been assigned.

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Project-Level Access

Assign a role to a team at the project level. All team members inherit this role within that specific project. The teams management grid also shows which projects each team has been granted access to and with what role.
Use project-level team assignments to control which teams can see and work on tasks within each project. Combined with template-based team routing, this creates a complete task distribution system.

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Teams and Task Templates

Task templates reference teams by slug. When configuring a task template’s default team:
  1. Open the task template editor
  2. Set the teamSlug field in the template metadata to match your team’s slug
  3. When users create tasks from this template, the team is automatically pre-populated
See Teams & Task Assignment for the full details on how teams interact with tasks.