Falaah Falaah AI

Team Management

Invite team members to Muin, assign roles and permissions, track pending invitations, and control who has access to your organization data.

Muin is built for team collaboration. Invite colleagues, assign appropriate roles, and manage access to ensure the right people have access to the right information.

Inviting Team Members

Sending Invitations

  1. Navigate to Settings → Team
  2. Click Invite Members
  3. Enter email addresses (separate multiple with commas)
  4. Select role for the invitees
  5. Add a personal message (optional)
  6. Click Send Invitations

Invitation Process

When you invite someone:

  1. They receive an email invitation
  2. Email contains a unique sign-up link
  3. They create their account
  4. They’re automatically added to your organization
  5. You’re notified when they join

Pending Invitations

View and manage pending invitations:

  1. Go to Settings → Team → Pending
  2. See all outstanding invitations
  3. Resend if needed
  4. Revoke if no longer appropriate

Roles and Permissions

Base Roles

Every member has one base role — the floor for what they can do:

Base role Description
Owner Full access, billing, can’t be removed
Admin Full access except billing; manages users, roles, and settings
Member Standard access, determined by the roles you assign them

Permission Details

Owner

  • All permissions
  • Manage billing and subscription
  • Delete organization
  • Transfer ownership

Admin

  • Manage users, invitations, roles, and permissions
  • Configure all settings
  • Access all modules
  • Create workflows and agents
  • View audit logs
  • Cannot manage billing

Member

  • Access determined by the roles assigned to them
  • Cannot manage users or workspace settings unless granted

Finer Access With Roles

For anything more specific than the base roles — a read-only viewer, a department manager, or module-specific access — assign a role. Roles are named, reusable bundles of per-feature permissions (for example the Finance Viewer template, or a custom role granting Finance Manage). Start from a starter template or build your own.

Configure and assign roles in Settings → Organization → Roles & Permissions. See the Roles & Permissions guide for the full model.

Managing Access

Changing User Roles

  1. Navigate to Settings → Team
  2. Find the user
  3. Click the role dropdown
  4. Select new role
  5. Confirm the change

Adjusting Access

Control what a member can access by changing the roles assigned to them:

  1. Open the member from Settings → Organization → Team
  2. Add or remove roles (starter templates or custom roles)
  3. Save changes

Access is granted through roles rather than per-member module checkboxes — update a role once and every member who holds it is updated.

Removing Team Members

  1. Navigate to Settings → Team
  2. Find the user
  3. Click Remove
  4. Confirm removal

What happens when removed:

  • User loses access immediately
  • Their documents remain in system
  • Their activity history preserved
  • Assigned tasks reassigned or unassigned

Activity Tracking

User Activity

View what team members are doing:

  1. Navigate to Settings → Team
  2. Click on a user
  3. View Activity tab

Shows:

  • Recent logins
  • Documents viewed/uploaded
  • Actions taken
  • Approvals given

Team Activity Dashboard

See organization-wide activity:

  1. Navigate to Settings → Activity
  2. View recent events
  3. Filter by user, action type, date

Best Practices

Role Assignment

  1. Least privilege - Give minimum access needed
  2. Review regularly - Audit access quarterly
  3. Use module roles - For department-specific access
  4. Document decisions - Note why roles are assigned

Team Structure

  1. Multiple admins - Don’t rely on single admin
  2. Clear ownership - Know who’s responsible for what
  3. Onboarding process - Standard setup for new users
  4. Offboarding process - Promptly remove departing users

Security

  1. Strong passwords - Enforce password requirements
  2. SSO if available - Use corporate identity provider
  3. Regular review - Check who has access
  4. Prompt removal - Remove access when no longer needed

Troubleshooting

Invitation Not Received

  1. Check spam/junk folder
  2. Verify email address is correct
  3. Resend invitation
  4. Have user add sender to contacts

Can’t Access Features

  1. Verify user’s role
  2. Check module access settings
  3. Ensure subscription includes feature
  4. Contact admin if needed

Account Locked

  1. Admin can unlock at Settings → Team
  2. Or user can reset password
  3. If persistent, contact support

Next Steps