Team Management Tool
team-management-toolManage team members and roles. Actions: "create" — invite a new staff member (emails them their login). "update" — reassign an existing staff member to a different role (changes their permissions). "create_role" — create a new permission set / role (admin only). Reading team members stays in the team query tool. You can only assign or create roles whose permissions do not exceed your own, and only the workspace owner can manage admin accounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Name of the new role. Required for "create_role". | |
| No | New staff member's email address. Required for "create". | ||
| forms | No | Permission level 0-9 for forms. For "create_role". | |
| action | Yes | "create" invites a staff member; "update" reassigns a staff member's role; "create_role" creates a new permission set. | |
| name_f | No | First name. Optional for "create". | |
| name_l | No | Last name. Optional for "create". | |
| clients | No | Permission level 0-9 for clients. For "create_role". | |
| coupons | No | Permission level 0-9 for coupons. For "create_role". | |
| role_id | No | Role (permission set) ID to assign. Required for "create" and "update". Use the team query tool to discover role IDs. | |
| user_id | No | Existing staff member's user ID whose role to change. Required for "update". | |
| services | No | Permission level 0-9 for services. For "create_role". | |
| messaging | No | Permission level 0-9 for messaging. For "create_role". | |
| affiliates | No | Permission level 0-9 for affiliates. For "create_role". | |
| order_access | No | Permission level 0-9 for order_access. For "create_role". | |
| rank_tracking | No | Permission level 0-9 for rank_tracking. For "create_role". | |
| settings_logs | No | Grant access to settings_logs. For "create_role". | |
| settings_tags | No | Grant access to settings_tags. For "create_role". | |
| settings_team | No | Grant access to settings_team. For "create_role". | |
| ticket_access | No | Permission level 0-9 for ticket_access. For "create_role". | |
| welcome_email | No | Whether to email the new staff member their login. Defaults to true. For "create". | |
| invoice_access | No | Permission level 0-9 for invoice_access. For "create_role". | |
| settings_emails | No | Grant access to settings_emails. For "create_role". | |
| settings_orders | No | Grant access to settings_orders. For "create_role". | |
| dashboard_access | No | Permission level 0-9 for dashboard_access. For "create_role". | |
| order_management | No | Permission level 0-9 for order_management. For "create_role". | |
| settings_company | No | Grant access to settings_company. For "create_role". | |
| settings_modules | No | Grant access to settings_modules. For "create_role". | |
| settings_sidebar | No | Grant access to settings_sidebar. For "create_role". | |
| settings_tickets | No | Grant access to settings_tickets. For "create_role". | |
| settings_accounts | No | Grant access to settings_accounts. For "create_role". | |
| settings_language | No | Grant access to settings_language. For "create_role". | |
| settings_messages | No | Grant access to settings_messages. For "create_role". | |
| settings_payments | No | Grant access to settings_payments. For "create_role". | |
| ticket_management | No | Permission level 0-9 for ticket_management. For "create_role". | |
| invoice_management | No | Permission level 0-9 for invoice_management. For "create_role". | |
| settings_dashboard | No | Grant access to settings_dashboard. For "create_role". | |
| settings_templates | No | Grant access to settings_templates. For "create_role". | |
| time_tracking_manage | No | Grant time-tracking management. For "create_role". | |
| settings_integrations | No | Grant access to settings_integrations. For "create_role". | |
| settings_saved_replies | No | Grant access to settings_saved_replies. For "create_role". |