Pline Product Docs
  • 🚀Introduction
    • Key Features
    • Key Terminologies
  • Pline Browser Extension
  • Signing Up for Pline
    • Signing Up for Pline
  • Automated Data Extraction Mode
    • How to Build an Automation Workflow
    • How to Run an Automation Workflow
    • Inner Page Data Extraction
    • Limit Record Extraction
    • Wait Timer for Automation
    • Add to Existing Dataset
    • Multi Type Data Selector
  • Browse and Capture
    • How to Build a Browse & Capture Workflow
    • How to Run a Custom Browse and Capture Workflow
    • Multi-Tab Data Extraction
    • Add Alternate Selectors
  • Workflows
    • Custom Workflows
    • Prebuilt Workflows
    • Workflow Status
  • Pline Platform Navigation
    • Accessing Datasets
    • Editing Datasets
    • Filtering Datasets
    • Downloading Datasets
    • Tracking Workflows
      • Delete Workflow
      • View Workflow History
    • Updating Profile
    • Credit Usage
    • Field Name Recommendations
  • Team Collaboration
    • Inviting a New Team Member
    • Managing Team Members
    • Roles in Team Colloboration
  • Scheduling Workflows
    • Creating a New Schedule
    • Managing Scheduled Workflows
    • Viewing Scheduled Run Details
    • Workflow Schedule Status
    • Proof of Record
  • Release Notes
    • Pline v 1.10.12
    • Pline v 1.10.11
    • Pline v 1.10.10
    • Pline v 1.10.9
    • Pline v 1.10.8
    • Pline v 1.10.7
    • Pline v 1.10.6
    • Pline v 1.10.5
    • Pline v 1.10.4
    • Pline v 1.10.3
    • Pline v 1.10.2
  • Platform Domain Change & Extension Sync
Powered by GitBook
On this page
  • Managing Team Members
  • Deleting Team Member
  • Re-inviting a Team Member
  1. Team Collaboration

Managing Team Members

PreviousInviting a New Team MemberNextRoles in Team Colloboration

Last updated 2 months ago

Effective team management is key to seamless collaboration. Pline offers intuitive tools to help you manage your team efficiently.

Managing Team Members

  • Access Team Management

    • Log in to the Pline Platform and navigate to the Teams tab.

  • View Team Details

    • This section provides a detailed overview of your team members, including:

      • Personal Information: Full name and email address.

      • Role: Assigned role, either Admin or Contributor.

      • Date Added: When the team member joined your organization.

Deleting Team Member

If a team member no longer requires access, you can remove them with the following steps:

  • Find the team member you want to remove in the 'Teams' tab.

  • Click the trash icon next to their name.

  • Review the confirmation popup and click Remove User to complete the action.

Re-inviting a Team Member

If a team member has been accidentally removed, Pline allows you to re-invite them effortlessly. Here's how:

  • Go to the Teams tab and select the Invitations section.

  • Locate the removed member's name in the invitations list.

  • Click 'Re-invite' next to their name.

An email invitation will be sent, allowing them to rejoin your organization.

Team section in the Pline platform displaying team members, with an option to 'Invite Team Member'.
Team section in the Pline platform displaying team members, with an option selected to 'Remove User'.
Team section in the Pline platform displaying team members, with an option to 'Re-invite ' along with roles, invite date.