Understanding NAVIRO’s Team Structure
Organizational Hierarchy
Organization Level
Top-level entity: Your main NAVIRO account with billing and subscription management
Owner: The person who created the organization and has ultimate control
Billing Management: Subscription, payment, and usage limit management
Global Settings: Organization-wide preferences and configurations
Team/Profile Level
Brand or Client Entities: Individual brands, clients, or content themes
Team-Specific Settings: Identity, strategy, and content configuration for each team
Social Account Connections: Platform accounts connected to each team
Content Management: Drafts, strategies, and analytics specific to each team
User Level
Individual Team Members: People with access to specific teams within the organization
Role-Based Permissions: Different access levels based on assigned roles
Cross-Team Access: Users can be members of multiple teams with different roles
Activity Tracking: Individual user activity and contribution monitoring
User Roles and Permissions
Owner Role
Full Administrative Access
Organization Management: Complete control over organization settings and billing
Team Creation: Ability to create new teams/profiles within the organization
User Management: Invite, remove, and manage all users across all teams
Billing Control: Manage subscription, payment methods, and usage limits
Data Access: Full access to all teams, content, and analytics
Exclusive Permissions
Billing and Subscription: Only owners can modify payment and subscription settings
Organization Deletion: Only owners can delete the entire organization
Owner Transfer: Ability to transfer ownership to another user
Global Settings: Control organization-wide settings and preferences
Admin Role
Team Management Authority
User Invitations: Invite new members to teams they have admin access to
Role Assignment: Assign and modify roles for team members (except owner role)
Team Settings: Modify team-specific settings, identity, and strategy
Content Oversight: Full access to team content, drafts, and publishing
Analytics Access: Complete access to team performance data and insights
Limitations
Billing Restrictions: Cannot modify organization billing or subscription
Owner Actions: Cannot perform owner-exclusive actions
Cross-Team Limits: Admin permissions are team-specific, not organization-wide
Organization Settings: Cannot modify organization-level settings
Member Role
Content and Analytics Access
Content Creation: Create, edit, and manage content drafts
Publishing Rights: Publish content (if publishing permissions are enabled)
Analytics Viewing: Access team performance data and insights
Chat Access: Use Viro AI assistant for team-related queries
Strategy Participation: Contribute to team strategy and planning
Restrictions
User Management: Cannot invite or manage other team members
Team Settings: Cannot modify team identity, strategy, or core settings
Role Changes: Cannot change their own or others’ roles
Billing Access: No access to billing or subscription information
Inviting Team Members
Invitation Process
Accessing User Management
Navigate to Settings > Team Members from your team dashboard
Click “Invite Member” or “Add Team Member” button
Enter the email address of the person you want to invite
Select the appropriate role (Admin or Member)
Add a personal message (optional) and send the invitation
Invitation Email
Automatic Delivery: Invitations are sent automatically to the provided email address
Invitation Link: Contains a secure link for the recipient to join the team
Expiration: Invitations expire after 7 days and can be resent if needed
Organization Information: Includes details about the organization and team they’re joining
Managing Pending Invitations
Invitation Status Tracking
Pending: Invitation sent but not yet accepted
Accepted: User has joined the team successfully
Expired: Invitation has expired and needs to be resent
Declined: User has declined the invitation (rare)
Invitation Management Actions
Resend Invitation: Send a new invitation if the original expired or was lost
Cancel Invitation: Remove pending invitations before they’re accepted
Modify Role: Change the role before the invitation is accepted
Add Message: Include additional context or instructions with resent invitations
Managing Existing Team Members
User Overview Dashboard
Team Member List
User Information: Name, email, and profile information
Role Display: Current role and permissions level
Join Date: When the user joined the team
Last Activity: Recent activity and engagement with the platform
Status: Active, inactive, or pending status
Activity Monitoring
Content Contributions: Drafts created, content published, and edits made
Platform Usage: Frequency of logins and feature usage
Collaboration Metrics: Comments, reviews, and team interactions
Performance Impact: Contribution to team goals and objectives
Role Management
Changing User Roles
Locate the user in the team members list
Click on their current role or use the “Edit” option
Select the new role from the dropdown menu
Confirm the role change and notify the user if desired
The change takes effect immediately
Role Change Considerations
Permission Impact: Understand how role changes affect user access and capabilities
Workflow Disruption: Consider impact on current projects and responsibilities
Communication: Inform affected users about role changes and new responsibilities
Training Needs: Provide guidance on new permissions and features available
Removing Team Members
Removal Process
Navigate to the team member you want to remove
Click “Remove from Team” or similar action button
Confirm the removal action (this cannot be undone)
Optionally provide a reason for removal for record-keeping
The user immediately loses access to the team
Post-Removal Considerations
Content Ownership: Determine what happens to content created by removed users
Access Revocation: Ensure all access is immediately revoked
Knowledge Transfer: Transfer important information or responsibilities to remaining team members
Communication: Inform remaining team members about the change if appropriate
Team Collaboration Best Practices
Role Assignment Strategy
Matching Roles to Responsibilities
Content Creators: Usually Members with content creation and publishing focus
Team Leaders: Admins who manage workflow and coordinate team activities
Account Managers: Admins or Owners who handle client relationships and strategy
Specialists: Members with specific expertise (design, analytics, strategy)
Scalable Role Structure
Start Simple: Begin with basic role assignments and evolve as team grows
Clear Responsibilities: Define what each role is responsible for
Growth Planning: Plan how roles will evolve as the team and organization expand
Regular Review: Periodically assess whether role assignments still make sense
Communication and Coordination
Team Communication Guidelines
Platform Usage: Establish guidelines for how team members should use NAVIRO features
Content Review: Define processes for content review and approval
Publishing Coordination: Coordinate who publishes what and when
Feedback Systems: Establish how team members provide feedback and suggestions
Workflow Management
Content Calendar Coordination: Ensure all team members understand content schedules
Draft Management: Organize how drafts are created, reviewed, and published
Task Assignment: Clearly define who is responsible for what tasks
Deadline Management: Set and track content and strategy deadlines
Troubleshooting Team Management
Common Team Issues
Access Problems
Login Issues: Help team members who can’t access their accounts
Permission Errors: Resolve situations where users can’t access needed features
Role Misalignment: Fix incorrect role assignments causing workflow problems
Invitation Failures: Troubleshoot when invitations aren’t received or accepted
Collaboration Challenges
Workflow Bottlenecks: Identify and resolve process slowdowns
Communication Gaps: Address breakdowns in team communication
Responsibility Confusion: Clarify unclear role assignments
Version Control Issues: Resolve conflicts in content editing and publishing
Resolution Strategies
Proactive Management
Regular Audits: Periodically review team structure and permissions
Clear Documentation: Maintain clear guidelines for team processes
Training Resources: Provide resources for team members to learn platform features
Feedback Channels: Create ways for team members to report issues
Reactive Solutions
Quick Response: Address team management issues promptly
Root Cause Analysis: Identify underlying causes of recurring problems
Process Improvement: Update workflows based on identified issues
Communication Enhancement: Improve how team changes and issues are communicated
Best Practices for Team Growth
Scaling Your Team
Onboarding Process
New Member Introduction: Formal process for introducing new team members
Training Program: Structured approach to platform and process training
Mentorship System: Pairing new members with experienced users
Gradual Responsibility: Phased approach to assigning tasks and responsibilities
Team Structure Evolution
Role Specialization: Creating more specialized roles as the team grows
Hierarchy Development: Building appropriate management layers
Process Formalization: Documenting and standardizing workflows
Tool Integration: Adding additional collaboration tools as needed
Performance Management
Team Metrics
Productivity Tracking: Measuring content creation and publishing output
Quality Assessment: Evaluating content and strategy quality
Collaboration Effectiveness: Assessing how well the team works together
Goal Achievement: Tracking progress toward team objectives
Feedback and Improvement
Regular Reviews: Scheduled performance discussions
Improvement Plans: Structured approaches to addressing performance gaps
Recognition Systems: Ways to acknowledge and reward strong performance
Skill Development: Opportunities for team members to grow their capabilities
Next Steps
Review your current team structure and role assignments
Develop clear guidelines for team collaboration and workflow
Establish processes for onboarding new team members
Create a system for regular team performance review and improvement