In Mockplus iDoc, you can achieve effective collaboration with team management. Simple divide your team members into different groups and allocate diverse operation rights for them easily by setting them as “Admin”, “Member”, and “Collaborator” roles.

 

Manage Team

1.Create A New Team

You can create a new team by extending the drop-down list at the top left corner, selecting “New team” and typing a team name.

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Or choose “Switch team” in the drop-down list, click “Create team”  and type a team name.

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2.Switch Team

You can switch teams by extending the drop-down list at the top left corner and selecting “Switch team”.

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3.Transfer A Team

Note that only a supper administrator has the right to transfer a team.

To achieve this, you should extend the drop-down list at the top left corner to select “Manage team” and click “Transfer team”.  Then, the supper administrator will be automatically degraded to be an “Admin” role in this team.

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4.Delete A Team

Note that only a supper administrator has the right to dismiss a team.

Merely extend the drop-down list at the top left corner to select “Manage team”,click “Delete team”and input the password of your account.

Please note:  The team deleting operation cannot be undone. The projects created by this deleted team will also be removed at the same time.

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5.Edit Team Name

Note that only a supper administrator has the right to edit the team name.

Merely extend the drop-down list at the top left corner and choose “Manage team”.  Edit the team name by clicking a pencil icon behind the team name.

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6.Upgrade A Team

Extend the drop-down list at the top left corner to choose “Manage team” and click “Renew”. Then, you will be led to the Buy page and pay to upgrade your team.

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Manage Group

1.Create & Delete A Group

Extend the drop-down list at the top left corner to select “Manage team” and click “Settings” icon in the popping-out “Manage member” page.

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Create a group by clicking “Create group” and typing a group name.

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Icons shown in two columns at the right side can be used to rename and delete groups.

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2.Move Members to Different Groups

You can move team members to different groups by selecting needed team members, clicking “Move” and choosing a group in the drop-down list.

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Manage Member

1.Invite Members

In Mockplus iDoc, you can invite team members simply by clicking “Invite member”.

In the pop-out window, you can also set their roles, groups and projects (which they can participate in) in advance.

Also, click “Copy” button to quickly copy the generated invitation link and send it to the members that you’d like to invite. Then, they can easily open the link and log in to join the team.

And the invitation link is reusable and valid for 15 days.

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Or you can directly click “Invite member” on the “Manage member” panel to create an invitation link. Similarly, in the pop-out window, you can also set their roles, groups and projects (which they can participate in) in advance.

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2. Set Roles for Team Members

Team members can be divided into four roles: “Admin”, “Member”, “Collaborator” and “Super Admin” in Mockplus iDoc. Every role has different operation rights. Check this tutorial to know more details: Roles & Permissions

You can set roles for team members while inviting them in advance.

Also set team member roles on the  “Manage member” panel.

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3.Set Participating Projects for Team Members

While inviting team members, also set the projects they can participate in.

Or directly click “Joined projects” on the “Manage Member” panel as below:

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4.Delete Members

Click trash can icons to delete members on the “Manage member” panel.

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See also:

 

 

Team Management