Team Management & Invitations

Invite team members to co-manage your services. Each member can have different roles and permissions.

Overview

How It Works

Services on CoreSynth can have multiple members. Each member has their own account and role:

Note: The service owner always has the Admin role and cannot be removed.

Inviting a Team Member

Step 1 — Open Team Management

1. Log in at coresynth.io 
2. Go to Dashboard > Services
3. Select the service you want to add a member to
4. In the sidebar, click Members or Team

Step 2 — Send Invitation

1. Click Invite Member
2. Enter email address
3. Select role:
   • Admin — full management access
   • Viewer — view only, no edits
4. Click Send Invitation

Step 3 — Activate Invitation

Recipient receives an email with a link:

1. Click the link in the email
2. If they have an account — invitation is automatically accepted
3. If they don’t have an account — they must register, invitation will be waiting

Accepting an Invitation

If You Have an Account

1. Click the link in the email
2. Log in to your account
3. Invitation is automatically accepted
4. Service appears in your Dashboard

If You Don’t Have an Account

1. Click the link in the email
2. Register a new account
3. After registration, go to Dashboard > Invitations
4. Click Accept

Managing Members

Viewing Members

In the Members section you’ll see:

Changing Role

1. Find the member in the list
2. Click Edit Role
3. Select new role
4. Confirm change

Warning: Role changes take effect immediately.

Removing a Member

1. Find the member in the list
2. Click Remove
3. Confirm removal

Member loses access to the service immediately, but their account remains intact.

Viewing Pending Invitations

In the Invitations section (Dashboard) you can see all pending invitations:

1. Log in at coresynth.io 
2. Go to Dashboard
3. In the menu, click Invitations

Advanced Team Management

Service Separation

Each service has independent member management. A member of one service doesn’t automatically have access to others.

Billing

Only owner and Admin can:

• View invoices
• Make payments
• Change billing information

Security

• Members cannot change owner’s password
• Members cannot remove the owner
• Members cannot add new members (only Admin can)

Troubleshooting

Invitation Not Received

Cause: Email may have ended up in spam.

Solution:

1. Check Spam / Junk folder
2. Add [email protected] to contacts
3. Request re-sending the invitation

Invitation Expired

Solution: Invite the member again. Invitations have limited validity.

Cannot Accept Invitation

Cause: You already have access to this service or invitation was cancelled.

Solution:

1. Check if the service is already in your Dashboard
2. Contact the service owner

Member Cannot Edit Service

Cause: Member has Viewer role.

Solution:

1. Owner or Admin changes role to Admin
2. Change takes effect immediately

Want to Leave Team

1. Go to Dashboard > Services
2. Find the service
3. Click Leave Team or ask owner to remove you

Warning: Owner cannot leave their own service.

Best Practices

For Owners

• Add only trusted people — Admin has almost full access
• Regularly review members — remove inactive accounts
• Use Viewer role — for read-only accounts

For Members

• Keep your own account — don’t share login credentials
• Check your roles — verify what you can do
• End collaboration properly — ask to be removed when done

Next Steps

• Billing & Payments — Manage credit and invoices
• Platform Overview — Getting started with CoreSynth
• Support — Contact support

Need help? Open a support ticket  or ask Alex.