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:
| Role | Description | Permissions |
|---|---|---|
owner | Organization creator or transferred ownership | Full access, billing, delete organization |
admin | Administrative access | Manage pages, customers, contacts, employees, settings |
member | Standard access | View portal data |
Role Permissions Matrix
| Permission | Owner | Admin | Member |
|---|---|---|---|
| View portal data | ✓ | ✓ | ✓ |
| Manage pages | ✓ | ✓ | — |
| Manage customers | ✓ | ✓ | — |
| Manage contacts | ✓ | ✓ | — |
| Manage employees | ✓ | ✓ | — |
| Access settings | ✓ | ✓ | — |
| Manage members | ✓ | — | — |
| Manage billing | ✓ | — | — |
| Delete organization | ✓ | — | — |
Inviting Members
Steps
- Navigate to Settings → Members
- Click Invite Member
- Enter the invitee's email address
- Select a role (
adminormember) - Click Send Invitation
Invitation Process
- Invitee receives email with invitation link
- Link format:
https://suiteportal.io/accept-invitation/{invitationId} - Invitation expires after 7 days
- Invitee can accept or reject the invitation
Managing Members
Update Member Role
Only owners can change member roles:
- Navigate to Settings → Members
- Find the member
- Click role dropdown
- Select new role
Note: Only admins can be promoted to owner.
Remove Member
- Navigate to Settings → Members
- Find the member
- Click Remove
- 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.
| Setting | Value |
|---|---|
| Maximum teams per organization | 3 |
| Can remove all teams | No (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