Team Features
Invite team members and manage access rights with a flexible role and permission system.
With SendMeSafe's team features, you can manage your entire team in a shared organization. Invite employees, assign roles, and control exactly who can access which resources. From the owner with full control, through administrators, to members with limited rights - you have complete flexibility. All activities are logged, so you can always track who did what.
Features in Detail
Unlimited Team Members
Invite as many team members as you need. The Organisation plan has no limit on the number of users.
Three User Roles
Owner, Administrator, and Member - three clearly defined roles with graduated permissions for maximum control.
Email Invitations
Invite new team members easily via email. The invitee receives a secure link to register.
Invitation Management
Track pending invitations and revoke them if needed. Invitations automatically expire after 7 days.
Change Roles Anytime
Change a team member's role at any time - from Member to Admin or vice versa.
Remove Members
Remove team members when needed. Access is revoked immediately, but created content remains.
Shared Client Management
All team members have access to the shared client database and can directly manage clients.
Team Activity Log
View all your team's actions in the audit trail - who did what and when.
Single Sign-On (SSO)
For enterprise customers: Integration with your existing identity provider is available.
Automatic Notifications
Each team member receives their own notifications for relevant activities.
How It Works
Access Team Overview
Open the team management from the menu. Here you can see all current team members with their roles and join dates.
Team Members
All members of your organization
Invite Team Member
Enter the email address of the new team member and select the desired role. The invitation is sent immediately.
Invite Team Member
Invite a new member via email.
Understand Roles and Permissions
Familiarize yourself with the three roles: Owner has full control, Admin can do everything except delete the organization, Member can work operationally.
Roles and Permissions
Owner
Full control
- Full access to all features
- Manage and delete organization
- Manage subscription and billing
- Transfer owner role
Administrator
Management rights
- Invite and remove team members
- Manage all clients and files
- Adjust settings
Member
Operational access
- Create clients and links
- Upload and download files
Manage Pending Invitations
Monitor pending invitations and resend them if necessary. You can also revoke invitations.
Pending Invitations
Manage Team Members
Change roles, remove members, or transfer the Owner role to another Admin if needed.
Manage Members
Change Role
Change the permissions of this team member.
Remove Member
Remove this member from your organization.
Warning: Access will be revoked immediately. Created content will be preserved.
Use Cases
Agencies & Creative Studios
Multiple project managers and designers work together on client projects. Everyone has access to relevant files and can directly support clients.
Law Firms
Lawyers, secretaries, and interns with different access rights. Sensitive client data is only visible to authorized personnel.
Consulting Firms
Consultants work on various client projects. The central organization enables easy knowledge transfer and coverage.
Project Teams
Temporary teams for specific projects. Members can be easily added and removed after the project ends.
Frequently Asked Questions
How many team members can I invite?
With the Organisation plan, you can invite unlimited team members. The Solo and Professional plans include only one user.
Can I transfer the Owner role?
Yes, as the Owner, you can transfer the role to an Administrator. You will then be automatically downgraded to Administrator.
What happens when I remove a member?
Access is revoked immediately. All clients, links, and files created by this member are preserved and can be managed by other team members.
How long are invitations valid?
Invitations are valid for 7 days. After that, you can send a new invitation to the same email address.
Can members see their own role?
Yes, each team member can see their own role. The roles of other members are only visible to Owners and Administrators.
Are team members charged separately?
The Organisation plan includes unlimited team members in the price. There are no additional costs per user.
Best Practices
- Establish clear guidelines for role assignment and document them for your team.
- Conduct regular reviews of access rights, at least quarterly.
- Train new team members on using the platform before granting them access.
- Use the audit trail to detect unusual activities early.
Tips
- •Only grant Admin rights to trusted employees who can take responsibility.
- •Remove team members promptly when they leave the company to prevent unauthorized access.
- •Use meaningful email addresses for invitations so team members can easily recognize the invitation.
- •Regularly review the member list and remove inactive users.
Security
- Invitations are secured with unique, time-limited tokens.
- All access changes are logged in the audit trail.
- Removed members immediately lose access to all resources.
- Two-factor authentication (2FA) can be enabled for each user.