Team Accounts - Manage Your Team Workspace
Learn how to manage team accounts, invite team members, set up roles and permissions, and collaborate on agentic commerce projects.
Managing Your GXO.dev Team Workspace
Team accounts enable collaborative agentic commerce management with multiple team members, roles, and permissions. This guide explains how to set up and manage your team workspace for maximum productivity and success.
Understanding Team Accounts
What Are Team Accounts
Team accounts are collaborative workspaces that allow multiple users to work together on agentic commerce projects. They include role-based access control, shared resources, and real-time collaboration tools for team-based operations.
Key Features
- Multi-User Collaboration: Work with teammates on shared projects
- Role-Based Access: Manage access with granular roles and permissions
- Shared Resources: Share products, feeds, analytics, and insights
- Team Management: Invite, assign, and monitor team members
Team Account Benefits
Collaborative Commerce
- Multiple team members can contribute simultaneously
- Shared access to product data and feeds
- Coordinated project and task management
- Collaborative analytics and insights
Scalable Management
- Role-based access control for security and scalability
- Granular permission management
- Centralized user and access administration
- Flexible team structures for growing organizations
Setting Up Team Accounts
Creating a Team Account
Initial Setup Process
- Navigate to Account Settings
- Click Create Team Account
- Enter a team name and optional description
- Configure initial team preferences
Team Configuration
- Set up team branding and customization
- Define permission structure and access rules
- Configure notifications and alert settings
Initial Team Setup
- Add initial members
- Assign roles and permissions
- Configure shared resources (products, feeds, analytics)
- Enable collaboration features
Team Account Configuration
Basic Settings
- Team name and description
- Team branding and preferences
- Notification and alert settings
Advanced Settings
- Permission hierarchy and access control
- Resource visibility configuration
- Collaboration and approval workflows
- Team analytics and reporting preferences
Team Member Management
Inviting Team Members
Invitation Process
- Go to Team Members
- Click Invite Member
- Enter the user’s email address and select a role
- Send invitation
Invitation Management
- Track invitation status (pending, accepted, expired)
- Resend or revoke invitations as needed
- Manage template and expiration policies
Invitation Settings
- Configure default roles for new members
- Set invitation expiration periods
- Enable or disable invitation notifications
Role and Permission Management
Team Roles
- Owner: Full access to all team and account features
- Admin: Manage members, settings, and integrations
- Manager: Oversee projects and feeds
- Member: Collaborate on assigned tasks and products
- Viewer: Read-only access to shared data
Permission Levels
- Full Access: Unrestricted access across all modules
- Limited Access: Restricted to assigned resources
- Read-Only: View-only access without modification rights
- Custom Access: Custom-defined permissions per role
Team Member Management
Member Administration
- Add or remove users from the team
- Modify user roles and access levels
- Track individual member activity
- Enforce access and security policies
Member Communication
- Configure notification preferences
- Enable collaboration and messaging tools
- Track participation in shared projects
- Manage user-specific permissions or alerts
Team Collaboration Features
Shared Resources
Product Management
- Shared product catalog access
- Collaborative editing and review workflows
- Product approval processes for publishing
- Team-wide visibility into catalog changes
Feed Management
- Shared feed creation and editing
- Feed approval and publishing workflows
- Version tracking for shared data feeds
Analytics Sharing
- Shared dashboards for key metrics
- Team-level performance views
- Collaborative analytics reporting
- Export and schedule shared reports
Team Communication
Notifications
- Team activity and update notifications
- Project and task alerts
- Security and system event notifications
Collaboration Tools
- Built-in chat and messaging
- Shared document management
- Real-time collaborative editing
- Project notes and discussion threads
Team Security and Access Control
Security Management
Access Control
- Secure authentication and authorization
- Role-based permission enforcement
- Centralized access logging
- Configurable security policies
Data Security
- Encrypted data storage and transmission
- Secure sharing of team resources
- GDPR and CCPA compliance
- Continuous audit and monitoring
Team Permissions
Permission Levels
- Full Access
- Limited Access
- Read-Only Access
- Custom Access
Permission Management
- Granular permission configuration
- Inherited or overridden role rules
- Permission change auditing
- Optimization for least-privilege access
Team Analytics and Reporting
Team Performance Analytics
Team Metrics
- Team-wide activity and usage metrics
- Productivity and collaboration indicators
- Cross-project engagement analytics
- Team efficiency and contribution trends
Member Analytics
- Individual member activity tracking
- Performance and contribution insights
- Role utilization metrics
- Productivity benchmarking
Team Reporting
Reports
- Performance summaries
- Collaboration and activity reports
- Productivity reports by member or role
Custom Reporting
- Build custom team reports
- Schedule automated reporting
- Share reports securely across members
Advanced Team Features
Team Workflows
Approval Workflows
- Product and feed approval steps
- Custom review chains
- Workflow automation and escalation
Team Automation
- Automated task assignments
- Notification triggers
- Scheduled sync and process automation
- Continuous optimization of workflows
Team Integration
External Integrations
- Third-party tool integration (Slack, Asana, Notion, etc.)
- API access and management
- Integration health monitoring
Custom Integrations
- Develop custom APIs for team workflows
- Extend integrations to external systems
- Manage integration permissions and tokens
Troubleshooting Team Issues
Common Problems
Team Management
- Access and role misconfigurations
- Invitation or membership errors
- Sync or communication issues
Technical Issues
- Account or authentication problems
- Integration failures
- Slow dashboard or sync performance
Solutions
Team Management Resolution
- Review and correct permission levels
- Re-invite or remove inactive users
- Update collaboration settings
- Optimize communication channels
Technical Resolution
- Refresh authentication or reconnect integrations
- Clear cache and retry workspace actions
- Contact support for API or system errors
Best Practices
Team Management
Effective Structure
- Define clear ownership and responsibilities
- Establish consistent communication protocols
- Document and maintain team workflows
Collaboration
- Encourage cross-functional communication
- Share analytics and feedback regularly
- Maintain transparency through shared dashboards
Security and Access
Team Security
- Enforce strong authentication
- Conduct regular security audits
- Provide team security awareness training
Access Management
- Review permissions quarterly
- Audit access logs
- Remove inactive or redundant users
- Apply least-privilege principles
Next Steps
Now that you understand team accounts:
Support and Resources
Getting Help
- Documentation: Complete guides for all GXO.dev features
- Support: Email support for all plans
- Community: Discord community for peer collaboration
- Training: Video tutorials and webinars
Team Account Resources
Team accounts enable collaborative agentic commerce success. With GXO.dev, your team can work together seamlessly to optimize AI agent commerce.