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

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

新建团队

 

2.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.

团队管理 移交团队

 

3.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.

解散团队

 

4.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.

修改团队名称

 

5.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.

升级团队

 

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.

团队管理

部门设置

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

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

新建部门

 

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.

移动成员

 

Manage Member

1.Invite Members/Set Roles for Team Members/Set Participating Projects for Team 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.

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

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.

邀请成员

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.

邀请成员2

 

2.Delete Members

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

删除成员

 

 

 

See also:

Team Management