Manajemen Team

Panduan untuk mengelola team di Malketing.

Akses Team Settings

1. Login ke dashboard

2. Klik menu Settings > Teams di sidebar

3. Atau akses https://app.malketing-id/settings/teams

Interface Team Settings

Tabs

Tab	Description
Members	Daftar anggota team
Invitations	Undangan yang menunggu
Roles	Konfigurasi peran
Teams	Manage multiple teams

Struktur Team

Roles & Permissions

Role	Description	Key Permissions
Owner	Pemilik team	Full access, billing, delete
Admin	Administrator	Full access except billing
Manager	Manajer	Manage members, content
Agent	Agen	Chat, contacts, view
Viewer	Peninjau	View only

Default Roles

Role	Permissions
Owner	All permissions
Admin	Manage team, channels, content
Agent	Chat, contacts, campaigns
Viewer	View dashboards, reports

Mengundang Anggota Baru

Cara Mengundang

1. Klik tab "Members"

2. Klik "+ Invite Member"

3. Masukkan email undangan

4. Pilih peran

5. (Opsional) Tambahkan pesan

6. Klik "Send Invitation"

Multi-Invite

1. Klik "Bulk Invite"

2. Masukkan beberapa email (satu per baris)

3. Pilih peran untuk semua

4. Klik "Send Invitations"

Manage Anggota

Melihat Daftar Anggota

Kolom	Description
Name	Nama anggota
Email	Email akun
Role	Peran saat ini
Status	Online/Offline
Joined	Tanggal bergabung
Actions	Edit, Remove

Mengedit Peran

1. Klik nama anggota

2. Klik "Edit Role"

3. Pilih peran baru

4. Klik "Save"

Menghapus Anggota

1. Klik nama anggota

2. Klik "Remove"

3. Konfirmasi penghapusan

4. Anggota akan keluar dari team

Deactivate Account

1. Klik nama anggota

2. Klik "Deactivate"

3. Konfirmasi

4. Akun tidak bisa login

Manage Invitations

Melihat Undangan

Kolom	Description
Email	Email undangan
Role	Peran yang ditawarkan
Sent By	Siapa yang mengundang
Sent Date	Tanggal dikirim
Status	Menunggu/Diterima/Ditolak
Actions	Resend, Cancel

Resend Invitation

1. Cari undangan

2. Klik "Resend"

3. Email undangan baru dikirim

Cancel Invitation

1. Cari undangan

2. Klik "Cancel"

3. Undangan dibatalkan

Mengubah Undangan

1. Cari undangan

2. Klik "Edit"

3. Ubah email atau peran

4. Klik "Save"

Manage Roles

Custom Roles

Selain default roles, bisa buat custom roles:

Membuat Custom Role

1. Klik tab "Roles"

2. Klik "+ Create Role"

3. Masukkan nama role

4. Set permissions:

Permission Group	Toggle
Dashboard	View, Edit
Chat	View, Reply, Manage
Contacts	View, Create, Edit, Delete
Broadcasts	View, Create, Edit, Delete
Campaigns	View, Create, Edit, Delete
Templates	View, Create, Edit, Delete
Automation	View, Create, Edit, Delete
Channels	View, Configure
Settings	View, Edit
Team	View, Manage
Billing	View

1. Klik "Save"

Edit Role

1. Pilih role

2. Klik "Edit"

3. Ubah nama atau permissions

4. Klik "Save"

Delete Role

1. Pilih role (bukan default)

2. Klik "Delete"

3. Konfirmasi

4. Role dihapus

Assign Custom Role

Saat mengundang atau edit anggota:

1. Di dropdown peran

2. Pilih custom role

3. Klik "Save"

Multiple Teams

Switch Team

1. Di header, klik team switcher

2. Pilih team yang ingin diakses

3. Dashboard akan reload dengan data team tersebut

Create New Team

1. Di team switcher

2. Klik "+ Create New Team"

3. Masukkan:

   Field	Description
   Team Name	Nama team
   Industry	Industri bisnis
   Size	Ukuran team

4. Klik "Create"

Leave Team

1. Di team switcher

2. Klik "Settings" di team

3. Klik "Leave Team"

4. Konfirmasi

Delete Team

Hanya owner yang bisa hapus team:

1. Di team settings

2. Klik "Delete Team"

3. Konfirmasi dengan ketik nama team

4. Klik "Delete"

Team Settings

Team Info

Field	Description
Team Name	Nama team
Industry	Industri
Size	Ukuran team
Created	Tanggal dibuat

Team Settings

Setting	Description
Default Role	Role untuk invite baru
Require Approval	Perlu approval untuk invite
Allow Invites	Siapa bisa invite

Best Practices

1. Struktur Team

• Owner: 1 orang (founder/senior)

• Admin: 1-2 orang (team lead)

• Agents: Berdasarkan volume

• Viewer: Stakeholder, reporter

2. Permissions

• Principle of least privilege

• Review permissions berkala

• Audit logs untuk changes

• Document custom roles

3. Invitations

• Gunakan email company

• Invite dengan peran yang sesuai

• Kirim welcome message

• Follow up jika tidak respons

4. Team Management

• Regular review anggota

• Clean up inactive accounts

• Update roles jika responsibilities berubah

• Archive team jika tidak aktif

Troubleshooting

Tidak Bisa Invite

Cause	Solution
Limit reached	Upgrade package
Permission denied	Contact admin
Invalid email	Check format

Ganti Owner

Hanya owner yang bisa transfer ownership:

1. Di team members

2. Select new owner

3. Klik "Transfer Ownership"

4. Konfirmasi

Error Menghapus Role

Cause	Solution
Role in use	reassign members first
Default role	Cannot delete