Pular para o conteúdo principal

👥 Team Management

Manage your team of collaborators within Stevo without needing to share your main account. Control access, permissions, and maintain the security of your data.

🎥 Video Tutorial​

🚀 What is Team Management?​

Team Management allows you to add collaborators to your Stevo account, giving controlled access to your instances without needing to share your main password.

✅ Benefits:​

  • 🔐 Security: Each collaborator has their own account
  • 👤 Access control: Define what each person can do
  • 📊 Traceability: Know who did what
  • 🏢 Professional: Ideal for companies and agencies
  • 🔒 GDPR: Protection of sensitive data

📍 How to Access​

  1. In the Stevo dashboard, look for the ST Hub icon in the top menu
  2. Click the icon to open the management menu
  3. You will see:
    • Your main account
    • Option to manage other accounts
    • "Manage Team" button

👨‍💼 How to Add Collaborators​

Step 1: Configure your Company​

  1. Click on "Manage Team"
  2. Define your company name
    • This name will appear to your collaborators
    • Helps with organization identification

Step 2: Invite Collaborator​

  1. Click on "Invite Collaborator"
  2. Enter the collaborator's email
    • Example: collaborator@company.com
  3. Click on "Send Invite"

Step 3: Invitation System​

After sending the invitation:

  • ✅ Status will appear as "Pending"
  • 📧 An invitation code will be generated
  • 📤 Send this code to the collaborator

🔑 How the Collaborator Accepts the Invitation​

For the Collaborator:​

  1. If they already have a Stevo account:

    • Log in normally
    • Access the invitations area
    • Insert the received code
    • Accept the invitation

  2. If they don't have an account:

    • Will be redirected to create an account
    • After creating, can process the invitation
    • Insert the code and accept

Result:​

After accepting:

  • ✅ Collaborator becomes part of the team
  • 🏢 Company will appear in the ST Hub menu
  • 🔓 Will have access to company instances

🎯 Collaborator Permissions​

✅ What the Collaborator CAN do:​

  • ✅ Create instances
  • ✅ Recreate instances (when there are problems)
  • ✅ Generate White Label Link
  • ✅ Configure custom domain
  • ✅ Adjust default tabs
  • ✅ Set general information
  • ✅ Manage existing instances
  • ✅ Access all operational features

❌ What the Collaborator CANNOT do:​

  • ❌ Purchase new instances
  • ❌ Delete instances
  • ❌ View payment information
  • ❌ Access checkout data
  • ❌ View payment email
  • ❌ Modify billing data
GDPR Security

For security and GDPR compliance reasons, financial and payment data are restricted only to the main account owner.

🔄 Switching between Accounts​

For the Collaborator:​

When the collaborator logs in, they will see:

  1. Their personal account (if they have one)
  2. Companies they are part of (via ST Hub)

To switch:

  1. Click on the ST Hub icon
  2. Select the desired account
  3. Work normally in that account

📊 Use Cases​

🏢 Marketing Agencies​

Structure:
- Agency owner (main account)
- Designer (collaborator)
- Traffic manager (collaborator)
- Customer service (collaborator)

Each accesses client instances without seeing financial data.

💼 Companies with Multiple Departments​

Structure:
- IT Manager (main account)
- Technical Support (collaborators)
- Customer Service (collaborators)

Everyone manages instances, but only IT sees costs.

👨‍💻 Freelancers with Assistants​

Structure:
- Main freelancer (main account)
- Virtual assistant (collaborator)

Assistant manages operations, freelancer controls finances.

🔐 Security and Best Practices​

✅ Recommendations:​

  1. Audit regularly who has access
  2. Remove collaborators who left the team
  3. Use corporate emails whenever possible
  4. Document responsibilities of each collaborator
  5. Monitor activities periodically
  6. Train your team about permissions

🚨 Important:​

  • Each collaborator must have their own email
  • Don't share invitation codes publicly
  • Review accesses monthly
  • Keep backups of important configurations

❓ Frequently Asked Questions​

How many collaborators can I add?​

There's no limit on collaborators. Add as many as you need to manage your operation.

Can I remove a collaborator later?​

Yes! At any time you can remove a collaborator's access through the management panel.

Does the collaborator need to pay for their account?​

No. The collaborator's account is free. They will only have access to your company's instances.

What if the collaborator leaves the company?​

Simply remove them from the team. They will immediately lose access to all your company's instances.

Can the collaborator invite other people?​

No. Only the main account owner can invite and remove collaborators.

Can I be a collaborator in multiple companies?​

Yes! You can accept invitations from multiple companies and switch between them using the ST Hub menu.

🎯 Summary​

Stevo Team Management offers:

✅ Total control over access
✅ Financial data security
✅ Professional team operation
✅ GDPR compliance
✅ Practicality for companies
✅ Unlimited scalability

Ready to start? Access the ST Hub icon and start managing your team right now! 🚀