User

Teams

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/teams/stream on your application domain, or use the matching item in the application menu.

Steps

Join workspace

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 workspace. 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.

Save settings

Open /portal/teams on your own application domain.
Complete these fields in that form: Team name, Description. Their choices and limits are listed below.
Select Save settings. 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
Team name	Required. No more than 255 characters.	Test record (use a unique value where required).
Description	Optional, unless this form asks for it. No more than 2000 characters.	A short description of this test record.

Create invitation

Open /portal/teams on your own application domain.
Complete these fields in that form: Email address (optional), Role, Message (optional), Expires on (defaults to 7 days). Their choices and limits are listed below.
Select Create invitation. 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
Email address (optional)	Optional, unless this form asks for it. Use an email address you control for a test. No more than 255 characters.	Use your controlled test inbox.
Role	Required. Choose one of the options shown by the form.	Use the value appropriate to your test account; no preset is supplied.
Message (optional)	Optional, unless this form asks for it. No more than 1000 characters.	Use the value required by the task; no example is assumed.
Expires on (defaults to 7 days)	Optional, unless this form asks for it.	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
Invite code	Required.
Team name	Required. No more than 255 characters.
Description	Optional, unless this form asks for it. No more than 2000 characters.
Email address (optional)	Optional, unless this form asks for it. Use an email address you control for a test. No more than 255 characters.
Role	Required. Choose one of the options shown by the form.
Message (optional)	Optional, unless this form asks for it. No more than 1000 characters.
Expires on (defaults to 7 days)	Optional, unless this form asks for it.

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 invitation belongs to another email address. Sign in with the invited email.	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: ca125291cce57358ac4842e50928bc31fc6eab07

Source-only route information

Method	Source-default route
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
enabled_modules	modules/AppTeams/Livewire/Workspace.php
invite_permissions	modules/AppTeams/Livewire/Workspace.php
inviteManagedAccounts	modules/AppTeams/Livewire/Workspace.php
conversation_title	modules/AppTeams/Livewire/Workspace.php
conversation_description	modules/AppTeams/Livewire/Workspace.php
initial_message	modules/AppTeams/Livewire/Workspace.php
body	modules/AppTeams/Livewire/Workspace.php
edit_conversation_title	modules/AppTeams/Livewire/Workspace.php
edit_conversation_description	modules/AppTeams/Livewire/Workspace.php