> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aibams.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Team Collaboration
> Invite team members, assign roles, collaborate on files and emails, and manage team communication within AIBAMS.
## Team Collaboration in AIBAMS
AIBAMS is built for teams. From shared inboxes to collaborative file editing and AI assistance, your entire team can operate efficiently from one unified platform.
***
## Inviting Team Members
### Send an Invitation
1. Navigate to **Settings → Team Members**
2. Click **Invite Member**
3. Enter the team member's email address
4. Select their **role** (see Role Definitions below)
5. Optionally add a **personal message** to the invitation
6. Click **Send Invitation**
The invitee receives an email with a link to accept the invitation and set up their account. They'll join your organization's workspace automatically.
Invited team members don't need to purchase a separate plan — they operate under your organization's subscription.
### Invitation Status
Track outstanding invitations from **Settings → Team Members → Pending Invitations**:
| Status | Meaning |
| ------------ | ------------------------------------ |
| **Pending** | Invitation sent, not yet accepted |
| **Expired** | Invitation link expired after 7 days |
| **Accepted** | Member has joined the workspace |
To resend or cancel an invitation, click the **⋯** menu next to any pending invitation.
***
## Roles & Permissions
AIBAMS uses role-based access control (RBAC). Each role has a defined set of permissions:
| Role | Description |
| ---------- | ------------------------------------------------------------------------------------- |
| **Owner** | Full control over workspace, billing, and all settings. Only one owner per workspace. |
| **Admin** | Can manage members, configure apps, and access admin settings. Cannot change billing. |
| **Member** | Standard access to all apps. Cannot access team/billing settings. |
| **Viewer** | Read-only access. Can view files and emails but cannot create or edit. |
### Detailed Permissions
| Permission | Owner | Admin | Member | Viewer |
| ---------------------- | ----- | ----- | ------ | ------ |
| Access all apps | | | | |
| Create/edit content | | | | |
| Share files externally | | | | |
| Invite team members | | | | |
| Manage roles | | | | |
| Access admin settings | | | | |
| View audit logs | | | | |
| Manage billing | | | | |
| Transfer ownership | | | | |
### Changing a Member's Role
1. **Settings → Team Members**
2. Find the team member
3. Click their current role badge
4. Select the new role from the dropdown
5. Confirm the change
***
## Collaborating on Files (FileX)
### Sharing Files with Your Team
1. Right-click any file or folder in FileX
2. Click **Share → Invite People**
3. Type a team member's name or email
4. Set permission: **Can View**, **Can Comment**, or **Can Edit**
5. Click **Share**
Shared files appear in the recipient's **FileX → Shared with Me** section.
### Real-Time Collaboration
For supported document types (`.docx`, `.xlsx`, text files):
* Multiple team members can edit simultaneously
* Changes appear in real-time
* Each editor's cursor is shown with their name
* Full version history tracks who changed what
### Comments on Files
Leave contextual feedback on any file:
1. Open the file
2. Highlight text or click on an area
3. Click the **Comment** icon
4. Type your comment and hit **Enter**
Teammates see comment notifications and can reply to create threaded discussions.
***
## Collaborating on Email (MailX)
### Shared Inboxes
Shared inboxes are the best way for teams to manage a common email address:
* **`support@yourdomain.com`** — Customer service team
* **`info@yourdomain.com`** — General inquiries
* **`sales@yourdomain.com`** — Sales team
Any team member with access can see, respond to, assign, and resolve emails in a shared inbox.
See the [MailX shared inbox guide](/fusion-suite/mailx#shared-inboxes) for setup instructions.
### Email Assignment
In a shared inbox, assign specific emails to team members:
1. Open the email
2. Click **Assign To**
3. Select a team member
4. The email moves to their queue and they receive a notification
***
## Team Activity & Visibility
### Activity Feed
The dashboard's **Activity Feed** shows recent actions by all team members (visible to Admins and Owners):
* Who uploaded what file
* Emails sent from the shared inbox
* AI tasks run by team members
* Settings changes made
### Member Status
Team members show an **active status indicator** in:
* The team member list
* Shared file collaborators
* Shared inbox assignments
***
## Best Practices for Team Collaboration
Create a standardized folder structure before your team starts uploading. For example: `Clients / [Client Name] / [Project Name]`. Consistency saves hours of searching later.
Avoid routing business emails to personal mailboxes. Set up `info@`, `support@`, and `sales@` shared inboxes so nothing falls through the cracks when someone is unavailable.
At the end of each week, ask FusionX: *"Summarize this week's team activity — emails sent, files uploaded, and tasks completed."* Use this for team standup or reporting.
Follow the principle of least privilege. Give team members only the access they need. Assign **Viewer** to clients or contractors who shouldn't edit files.
***
## Removing Team Members
1. **Settings → Team Members**
2. Click **⋯** next to the member's name
3. Click **Remove Member**
4. Confirm removal
After removal:
* The member loses immediate access to all apps
* Their created files and emails remain in the workspace
* Any files shared only with them need to be reassigned
Removing a member does not delete their work. Documents, emails, and files they created remain in the workspace and can be accessed by Admins and Owners.