User
Agency Team
Manage workspace membership and the access assigned to members.
Step-by-step guide
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open this feature
Open /portal/team/members on your application domain, or use the matching item in the application menu.
Steps
Join team
- Open /portal/teams on your own application domain.
- Complete these fields in that form: Invite code. Their choices and limits are listed below.
- Select Join team. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Invite code | Required. | Use the value required by the task; no example is assumed. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Role | Optional, unless this form asks for it. Choose No role. |
| Status | Required. Choose Draft, Invited, Active, Suspended. |
| Full Name | Required. No more than 120 characters. |
| Email Address | Required. Use an email address you control for a test. No more than 190 characters. |
| Role | Required. No more than 80 characters. |
| Custom Role | Optional, unless this form asks for it. No more than 80 characters. |
| Personal Message | Optional, unless this form asks for it. No more than 1000 characters. |
| Internal Notes | Optional, unless this form asks for it. No more than 1000 characters. |
Form 2 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Invite code | Required. |
| Email address | Optional, unless this form asks for it. Use an email address you control for a test. No more than 255 characters. |
| Invite message | Optional, unless this form asks for it. No more than 1000 characters. |
| Room name | Required. No more than 255 characters. |
| Topic | Optional, unless this form asks for it. Choose Select a topic. No more than 1000 characters. |
| First message | Optional, unless this form asks for it. No more than 5000 characters. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Messages defined for this screen
| Message | What to review |
|---|---|
| This invite code is invalid or has expired. | Check the related field or action in this role’s form. |
| This team has reached the maximum member limit for its current plan. | Check the related field or action in this role’s form. |
Technical reference
Role-scoped source references
Pinned commit: 40d27448e4517301d3d8f5a27ca0c7531c51f136
- modules/AppAgencyTeam/Http/Controllers/SwitchWorkspaceController.php
- modules/AppAgencyTeam/Http/Controllers/TeamConversationStreamController.php
- modules/AppAgencyTeam/Livewire/TeamMemberIndex.php
- modules/AppAgencyTeam/Livewire/Workspace.php
- modules/AppAgencyTeam/resources/views/index.blade.php
- modules/AppAgencyTeam/resources/views/livewire/members.blade.php
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/team/members |
| GET | /portal/teams/stream |
| GET | /portal/teams/switch |
| LIVEWIRE | /portal/teams |
| LIVEWIRE | /portal/teams/join/{inviteCode} |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| memberWorkspaceAccess | modules/AppAgencyTeam/Livewire/TeamMemberIndex.php |
| inviteMode | modules/AppAgencyTeam/Livewire/TeamMemberIndex.php |
| organizationAccess | modules/AppAgencyTeam/Livewire/TeamMemberIndex.php |
| projectAssignmentMode | modules/AppAgencyTeam/Livewire/TeamMemberIndex.php |
| accessExpiresAt | modules/AppAgencyTeam/Livewire/TeamMemberIndex.php |
| inviteAvatar | modules/AppAgencyTeam/Livewire/TeamMemberIndex.php |
| team_name | modules/AppAgencyTeam/Livewire/Workspace.php |
| team_description | modules/AppAgencyTeam/Livewire/Workspace.php |
| enabled_modules | modules/AppAgencyTeam/Livewire/Workspace.php |
| expires_at | modules/AppAgencyTeam/Livewire/Workspace.php |
| invite_permissions | modules/AppAgencyTeam/Livewire/Workspace.php |
| inviteManagedAccounts | modules/AppAgencyTeam/Livewire/Workspace.php |
| body | modules/AppAgencyTeam/Livewire/Workspace.php |