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
Accept invitation
- Open /portal/teams on your own application domain.
- Complete these fields in that form: Invitation code. Their choices and limits are listed below.
- Select Accept 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 |
|---|---|---|
| Invitation code | Required. | Use the value required by the task; no example is assumed. |
Join workspace
- Open /portal/teams on your own application domain.
- Complete these fields in that form: Invitation 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 |
|---|---|---|
| Invitation 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. |
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 |
|---|---|
| Invitation code | Required. |
| Team name | Required. No more than 255 characters. |
| Description | Optional, unless this form asks for it. No more than 2000 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 invitation is invalid or no longer available. | Check the related field or action in this role’s form. |
| This invitation has expired or already been used. | Check the related field or action in this role’s form. |
| Sign in with the email address this invitation was sent to. | Check the related field or action in this role’s form. |
| This team has reached its member limit. | Check the related field or action in this role’s form. |
Technical reference
Role-scoped source references
Pinned commit: 1d0944d30f606782c9abf5b878224cdd3cd09b99
- modules/AppTeams/Http/Controllers/ReviewAttachmentController.php
- modules/AppTeams/Http/Controllers/SwitchWorkspaceController.php
- modules/AppTeams/Http/Controllers/TeamConversationStreamController.php
- modules/AppTeams/Livewire/Workspace.php
- modules/AppTeams/resources/views/index.blade.php
- modules/AppTeams/resources/views/partials/chat.blade.php
- modules/AppTeams/resources/views/partials/invite.blade.php
- modules/AppTeams/resources/views/partials/review-media.blade.php
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/teams/reviews/{review}/attachments/{file} |
| 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 |
| modules/AppTeams/Livewire/Workspace.php | |
| message | modules/AppTeams/Livewire/Workspace.php |
| expires_at | 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 |