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Team invites & staff permissions

Govern who works inside your company tenant on Skilladder: roster, pending invites, granular toggles, and domain rules for new invite emails.

:::info Who can do what in the UI today

  • Add / resend / remove team members → Primary company administrator (isCompanyRole) or Platform administrator (isPlatformAdmin).
  • Company staff may open the Team tab (when permitted) but will not see Add Team Member unless they are primary or platform.
  • Allowed email domains for team invites card → primary company admin only (isCompanyPrimary in code).

:::


Open the Team workspace

  1. Header → Account Settings (/account-settings).
  2. Click the Team tab (hidden entirely if your persona cannot access team settings).

Restrict invite emails by domain (primary admin)

When non-empty, new invites must use addresses whose domain appears in the allowlist.

  1. On Team, locate Allowed email domains for team invites (only if you are primary admin).
  2. Enter hostnames in Domains (comma-separated) (example: acme.com, subsidiary.org). No @ prefix (hint text on screen).
  3. Click Save domains.
  4. Confirm success / error banner text.

Empty list = any email domain allowed for new invites (subject to other product rules).


Invite a new teammate

Actors: primary company admin or platform admin.

  1. Team tab → Add Team Member.
  2. Modal New Team Member — fill First name, Surname, Email, and pick a company Role from the dropdown (choices load from live directory).
  3. Submit the form; wait for confirmation.
  4. Recipient receives email:
    • Brand-new user/team-invite/[share-id] password setup, then sign-in routing.
    • Existing active user → notification email referencing sign-in (no duplicate password flow).

Resend or remove

Actors: primary company admin or platform admin only (same canManageTeam gate).

  1. Locate the row in the team table (Pending invite badge shows expiry date when available).
  2. Resend invite link for pending rows (debounced in UI—do not double-click rapidly).
  3. Trash icon Remove from team removes roster membership (confirmation dialog).

Edit granular permissions (company staff only)

Actors: primary company admin or platform admin; target row must be staff RBAC (isRbacCompanyStaffUser).

  1. Click pencil — Edit access on the row.
  2. Modal Edit access lists toggles:
    • Create assessments
    • View results & analytics
    • Invite candidates / share
    • Question bank (browse route)
    • Manage assessment templates
  3. Adjust checkboxes; Save permissions.

Copy on screen: “The Role column still comes from your company roles (Admin, Viewer, etc.).” — toggles layer Skilladder capabilities on top of directory role labels.


Recipient acceptance (separate runbook)

See Participant — team invite.