ℹ️ CURRENT STATUS: All team members in an organization currently have full access to all features and capabilities. There are no role restrictions at this time.
Microscope.ai enables effective team collaboration through shared access to projects, analyses, and insights. This guide explains how to work together safely and productively when all team members have complete access to the platform.
Current Access Model
All users in an organization currently have identical permissions:
- Full Project Access - Create, edit, and delete any project
- Complete Analysis Control - Run, modify, or delete any analysis
- Product Catalog Management - Add, edit, or remove any product
- Prompt Library Access - Create, edit, or delete any custom prompt
- Organization Settings - Change settings, invite/remove members, manage billing
- Shared Results - View all analyses and historical data
This open collaboration model works best for small to medium teams where trust and communication are strong.
Inviting Team Members
To collaborate with your team:
How to Invite
- Go to Profile → Invite Members
- Enter email address
- Add optional personal message
- Click Send Invitation
What Happens Next
- Invitee receives email with link
- They create account or sign in
- Automatically added to your organization
- Gains full access to all projects and features
Collaboration Best Practices
Communication is Key
Since everyone has full access, clear communication prevents conflicts:
- Coordinate major changes - Discuss before deleting projects or analyses
- Share analysis schedules - Avoid duplicate work
- Document custom processes - Note who is working on what
- Regular team syncs - Weekly reviews of results and changes
Shared Responsibility
- Everyone can contribute - Any team member can create projects, run analyses, or add products
- Quality over speed - Take time to do things right
- Learn from each other - Share insights and techniques
- Celebrate wins together - Recognize team contributions
Managing Team Access
Viewing Team Members
- Go to Profile → Organizations
- See all current members
- View member status
- Check recent activity
Removing Team Members
When someone leaves the team:
- Locate them in the organization members list
- Click Remove or Delete
- Confirm the action
- Access is revoked immediately
- Their created content remains available
⚠️ Be cautious with removals since all users currently have full access to make significant changes.
Team Workflows
Daily Collaboration
- Morning dashboard review together
- Quick scan for important changes
- Assign follow-up tasks
- Share insights across team
Weekly Team Rituals
- Review all project performance
- Discuss upcoming analyses
- Plan optimizations together
- Celebrate improvements
Project Ownership
While not enforced by the system, teams often assign:
- Project leads - Coordinate work on specific projects
- Analysis specialists - Focus on running and interpreting analyses
- Content managers - Maintain product catalogs and prompts
- Strategy reviewers - Plan optimization approaches
Security and Trust
Current Security Model
With full access for everyone:
- Trust is essential - Only invite people you trust completely
- Strong passwords - Use unique, complex passwords
- Two-factor authentication - Enable when available
- Regular access reviews - Audit team membership quarterly
Data Protection
- Respect shared data - Don't delete others' work without discussion
- Back up important analyses - Before making major changes
- Document decisions - Note why changes were made
Scaling Your Team
Growing Pains
As your team grows beyond 5-7 people:
- Communication becomes critical - Use team chats or meetings
- Documentation is essential - Create guides for your processes
- Coordination overhead increases - Plan for regular syncs
- Consider separate organizations - For different departments or clients
When to Consider Separate Organizations
- Different teams need isolation
- Client-specific work requires separation
- Different billing or subscription needs
- Regulatory or compliance requirements
- Teams exceed 10-15 members
Frequently Asked Questions
Can I restrict what team members can do?
Currently, no. All team members have identical full access to all features and data within the organization.
What happens if someone accidentally deletes something?
Deletions are permanent and cannot be undone. Always communicate before making destructive changes.
Can team members see each other's work?
Yes, all projects, analyses, prompts, and results are visible to all team members in the organization.
How do I know who made what changes?
Currently, there's no detailed audit trail showing who made specific changes. This is a planned feature.
What's the maximum team size?
There's no hard limit, but teams larger than 15-20 members may benefit from separate organizations or improved communication processes.
Next Steps
To start collaborating effectively:
- Invite your trusted team members
- Set up your first shared project
- Establish communication norms
- Create your team's first analysis together
- Plan regular collaboration rituals