SuitePortal
User GuideGetting Started

Inviting Team Members

Add team members to your organization

Inviting Team Members

Add team members to your SuitePortal organization to collaborate on portal management.

Member Roles

Each organization member has one of three roles:

RoleDescriptionPermissions
ownerOrganization creator or transferred ownershipFull access, billing, delete organization
adminAdministrative accessManage pages, customers, contacts, employees, settings
memberStandard accessView portal data

Role Permissions Matrix

PermissionOwnerAdminMember
View portal data
Manage pages
Manage customers
Manage contacts
Manage employees
Access settings
Manage members
Manage billing
Delete organization

Inviting Members

Steps

  1. Navigate to Settings → Members
  2. Click Invite Member
  3. Enter the invitee's email address
  4. Select a role (admin or member)
  5. Click Send Invitation

Invitation Process

  1. Invitee receives email with invitation link
  2. Link format: https://suiteportal.io/accept-invitation/{invitationId}
  3. Invitation expires after 7 days
  4. Invitee can accept or reject the invitation

Managing Members

Update Member Role

Only owners can change member roles:

  1. Navigate to Settings → Members
  2. Find the member
  3. Click role dropdown
  4. Select new role

Note: Only admins can be promoted to owner.

Remove Member

  1. Navigate to Settings → Members
  2. Find the member
  3. Click Remove
  4. Confirm removal

Removed members:

  • Lose access immediately
  • Data is backed up before removal
  • Removal is logged for audit

Teams

Organizations can have up to 3 teams for grouping members.

SettingValue
Maximum teams per organization3
Can remove all teamsNo (at least 1 required)

Tracking Member Activity

Member activity is tracked via lastSignInAt field on the member record. This is used for Monthly Active User (MAU) calculations per organization.

Next step: Organization Settings