Teams & Invitations

Teams organize your workspace members into named groups for assignment and visibility. Invitations let you bring new people into your workspace with the right role from the start.

Teams

What is a Team

A team is a named group of workspace members. You can assign tasks, tickets, and CRM records to a team instead of an individual. Each team has a type, an optional icon and color, and a list of members with roles.

Team Types

When you create a team, you choose one of five types:

Team types help you filter and identify teams across Mosic.

Creating a Team

Before you begin: You need Admin or Editor access in the workspace.

1. Go to Settings in the sidebar, then click Teams.
2. Click the Create Team button in the top-right corner.
3. In the Team Name field, enter a name for your team (required, up to 140 characters).
4. Optionally, add a Description to explain the team’s purpose.
5. Choose an Icon & Color to identify the team visually.
6. Select a Team Type from the options: General, Sales, Support, Development, or Design.
7. Click Create Team.

The team appears in the Teams grid. You can now add members and configure defaults.

If you see the message “Admin Access Required,” your role does not have permission to manage teams. Contact a workspace Admin or Editor.

Adding Members to a Team

Before you begin: The team must already exist. You need Admin or Editor access.

1. Click on the team card in the Teams grid.
2. In the detail panel, scroll to the Members section.
3. Click the Add button.
4. In the Add Team Members dialog, select members from the list. Use Search members… to find specific people.
5. Optionally, change the Default role selector to set a role for all selected members at once.
6. For each selected member, you can also change their individual role using the role dropdown next to their name.
7. Click Add [N] Members to confirm.

Members must already belong to the workspace. Guests cannot be added to teams. If all workspace members are already in the team, the dialog shows “All workspace members are already in this team.”

Removing Team Members

Before you begin: You need Editor or Admin access.

1. Open the team from the Teams grid.
2. In the Members section, hover over the member you want to remove.
3. Click the X button that appears on the right.
4. Confirm the removal in the Remove Member dialog.

Removing a member from a team does not remove them from the workspace.

Editing a Team

Before you begin: You need Admin or Editor access.

1. Open the team from the Teams grid.
2. Click the Edit button in the Team Information section.
3. Update the Team Name, Description, Icon & Color, or Team Type as needed.
4. Click Save to apply your changes.

To cancel without saving, click Cancel.

Using Teams for Assignment

Teams integrate with other Mosic features:

• CRM records: Set a team as the Is CRM Default so new CRM records are assigned to it automatically.
• Helpdesk tickets: Set a team as the Is Helpdesk Default so new tickets route to it automatically.
• Ticket load balancing: Use Max Open Tickets per Member to limit how many tickets each team member handles at once. Set to Unlimited for no limit.

To set defaults, open a team’s detail panel and toggle the options under Default Team Settings. Only one team can be the CRM default and one the Helpdesk default per workspace.

Deleting a Team

Before you begin: You need Admin or Editor access. This action cannot be undone.

1. Open the team from the Teams grid.
2. Scroll to the Danger Zone section at the bottom.
3. Click Delete.
4. Confirm in the dialog. The team and all member assignments are removed.

Existing CRM records and tickets keep their current team settings after deletion.

Invitations

Inviting by Email

Before you begin: You need Admin or Editor access in the workspace.

1. Go to Settings in the sidebar, then click Members.
2. Click the Add Member button.
3. In the Add Team Member dialog, enter an email address in the Email Addresses field.
4. Optionally, enter a name in the Full Name field. If left blank, Mosic generates a name from the email.
5. Click Add User to add the person to the invite list. Repeat for additional users.
6. Under New Members Role, choose the role for all invited users:
   • Admin — Full access to manage
   • Editor — Can create and edit
   • Member — Can edit and create Tasks
   • Viewer — Can view and comment
   • Guest — Can view and comment
7. Click Invite [N] Users to send the invitations.

Mosic sends an invitation email to each address. If a user is already a member or already invited, you see a warning and the duplicate is skipped.

If your workspace has reached its user limit, you see a User Limit Reached message. You must upgrade your plan before inviting more users.

Copying an Invitation Link

For each pending invitation, you can copy a direct link to share manually:

1. Open the Add Member dialog from the Members page.
2. Expand the Pending Invitations section.
3. Find the invitation and click the Copy icon next to it.

The invitation link follows the format /app/Invitation?key=.... Anyone with the link can accept the invitation. This is useful when the email does not arrive or you want to share the link through another channel.

Invitation Roles

When you send an invitation, you choose one role. That role determines what the new member can do in your workspace from the start.

You can change a member’s role after they join. See Changing Member Roles.

Invitation Lifecycle

Each invitation goes through a status:

Pending invitations expire after 7 days if not accepted.

Resending an Invitation

1. Open the Add Member dialog from the Members page.
2. Expand the Pending Invitations section.
3. Find the invitation and click the Resend icon (circular arrow).

Mosic sends a new email to the invitee. The original link remains valid.

Cancelling an Invitation

1. Open the Add Member dialog from the Members page.
2. Expand the Pending Invitations section.
3. Find the invitation and click the Cancel icon (trash).

The invitation status changes to Cancelled and the link no longer works.

Member Management

Viewing Members

Go to Settings in the sidebar, then click Members. The Members page shows all members in the current workspace with their name, email, role, and avatar.

Click any member to open their detail page with tabs for Profile, Tasks, Task List, and Projects.

Changing Member Roles

Before you begin: You need Admin or Editor access to change roles.

1. Go to Settings, then click Members.
2. Click on the member’s name to open their detail page.
3. Use the Role selector in the header area to pick a new role: Admin, Editor, Member, Viewer, or Guest.
4. The change takes effect immediately.

Alternatively, you can change roles from the workspace Settings page using the Role dropdown next to each member.

Removing a Member from the Workspace

Before you begin: You need permission to remove members.

1. Go to Settings, then click Members.
2. Click on the member’s name to open their detail page.
3. Click the More options menu (three dots) in the header.
4. Select Remove.

The member loses access to the workspace. This does not delete their Mosic account.

Enabling or Disabling a Member

Disabling a member suspends their access without removing them from the workspace.

1. Go to Settings, then click Members.
2. Click on the member’s name to open their detail page.
3. Click the More options menu (three dots) in the header.
4. Select Disable to suspend access, or Enable to restore it.

Disabled members appear in the list but cannot log in to the workspace.

Member Roles Quick Reference

For the full permission matrix, see Permissions & Roles.

Best Practices

• Create teams by function. Use team types like Sales, Support, or Development to keep assignment clear.
• Set default teams. Designate a Default CRM Team and Default Helpdesk Team so new records route automatically.
• Limit ticket load. Use Max Open Tickets per Member to prevent overload in support teams.
• Use the right role. Give new members the lowest role that meets their needs. You can always promote later.
• Cancel stale invitations. Review pending invitations periodically and cancel any that are no longer needed.
• Remove instead of disable when permanent. If someone leaves permanently, remove them from the workspace rather than just disabling.

Troubleshooting

I cannot see the Create Team button

Your workspace role may be Member or Viewer. Team management requires Editor or Admin access. Ask a workspace Admin to grant you a higher role or create the team for you.

A member does not appear in the Add Team Members list

The person must be a workspace member first. Invite them through the Members page, then add them to the team. Guests cannot be added to teams.

The invitation email did not arrive

Copy the invitation link from the Pending Invitations section and send it directly to the person. You can also click Resend to try sending the email again.

I see “User Limit Reached” when inviting

Your workspace has reached its plan’s user limit. You need to upgrade your plan or remove inactive members before inviting new ones.

A team I deleted still shows on CRM records

Deleting a team removes the team but does not change existing CRM records or tickets that were assigned to it. The records keep their last team setting.

Related Documentation

• Workspaces — Workspace setup and structure
• Permissions & Roles — Detailed permission model and role matrix
• Helpdesk — Team-based ticket assignment