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Members & Teams

Invite colleagues, assign roles, and group people into teams for more focused collaboration.

In Kasimir, an entire company (a single "tenant") collaborates in one protected workspace. Members controls who has access and with which permissions; Teams groups those people into sub-groups for more focused collaboration and permissions. Both areas live under Administration and are reserved for administrators.

Where to find Members & Teams

In the left sidebar open the Administration area, then choose:

  • Members (route /administration/members) – the list of everyone in the company plus invitations.

  • Teams (route /administration/teams) – sub-groups within the company.

ℹ️

Administration is only visible to the Owner and Administrator roles. Plain members do not see these menu items.

Understanding roles

Every person in the company has exactly one company role. It determines what they can manage.

Role

Display

May …

owner

Owner

Everything: administration, invite members, remove members, sign the DPA

admin

Administrator

Open administration, invite members, create and manage teams

member

Member

Use chat, documents, projects, etc. – no access to administration

Key details:

  • Inviting is allowed for Owner and Administrator.

  • Removing members is reserved exclusively for the Owner. You cannot remove yourself.

  • When inviting, you can only assign the Member or Administrator role. The Owner role is not assigned this way.

Managing members

The member list

The Members page shows each person with avatar, name, and email address. On the right you see the role (Owner, Administrator, or Member) and their last sign-in, e.g. Last active 3 days ago or Never signed in. Your own entry is marked (You).

Mitglieder Verwalte, wer Zugriff auf das Unternehmen hat. Lade neue Mitglieder per E-Mail ein. + Mitglied einladen LW Lukas Weber (Du) lukas.weber@haindl-bau.de INHABER Zuletzt aktiv vor 3 Tagen SM Sandra Müller sandra.mueller@haindl-bau.de ADMINISTRATOR Zuletzt aktiv vor 3 Tagen TF Thomas Fischer thomas.fischer@haindl-bau.de MITGLIED Zuletzt aktiv vor 3 Tagen Ausstehende Einladungen julia.koch@haindl-bau.de Rolle: Mitglied · Läuft ab in 6 Tagen Email gesendet Erneut senden Link kopieren Widerrufen
The members overview with roles, activity, and pending invitations.
ℹ️

The member list is an overview. Changing a role afterwards or removing someone via an inline list icon is not offered in this view – removal is an action reserved for the Owner.

Inviting a member

  1. Click + Invite member at the top right.

  2. Enter the Email address in the dialog.

  3. Choose the Role: Member (default) or Administrator.

  4. Click Send invite.

Kasimir then sends an email titled "Invitation to [company name] on Kasimir" with a personal join link. After a successful send, the confirmation Invite sent to … appears.

Mitglied einladen Lade eine Person zu deinem Arbeitsbereich ein. E-Mail-Adresse name@firma.de Rolle Mitglied Mitglied Administrator Abbrechen Einladung senden
The invite dialog: enter email, choose role, send.
💡

You can invite the same person multiple times without creating a mess: an already-open invite is reused and its validity is reset to another 7 days.

Pending invitations

Until an invite is accepted, it appears under Pending invites. Each entry shows the email address, the intended role, and the expiry date, plus a delivery status:

  • ✓ Email sent – the invite was sent (possibly with the number of attempts).

  • ⏳ Sending – the send is still in progress.

  • ✕ Send failed – the send failed; the exact error message is shown next to it.

Three actions are available per invite:

  • Resend – sends the email again and resets validity.

  • Copy link – copies the direct join link (…/invite/…), which you can pass along e.g. via chat. This is the reliable path if the email does not arrive.

  • Revoke – invalidates the invite.

⚠️

If the email send fails (✕ Send failed), the invite is not lost – the invitation still exists. Use Resend or Copy link and send the person the link directly.

What happens on acceptance

When the invited person opens the link, Kasimir automatically guides them through the right step, depending on whether an account already exists:

  • Already signed in: one click on Accept invite is enough.

  • Existing account with a password: Sign in & join (name optional).

  • Invited but no password set yet: Set password & join.

  • Brand new: create an account with name and password (at least 12 characters), then Create account & join.

Afterwards the person lands on the dashboard and is a member of the company. Join links are valid for 7 days. Expired, already-accepted, or revoked links show a corresponding notice.

Auto-join by domain

Instead of inviting each person individually, you can go to AdministrationAccess (route /administration/access) and, in the Auto-join by domain section, decide that everyone who signs in with a particular company domain is added as a member immediately.

  • Primary company domain – prevents anyone with this domain from accidentally creating a second company.

  • Domains with automatic join – anyone signing in with one of these domains via SSO or magic link becomes a member directly.

ℹ️

Free mail providers (e.g. gmail.com, gmx.de) are not allowed as an auto-join domain.

Teams

Teams group people into sub-groups – such as Marketing, Sales DACH, or Product – for more focused collaboration and permissions. A team can only contain people who are already members of the company.

Creating a team

  1. On the Teams page, click Create team at the top right.

  2. Give it a Name (required, e.g. "Marketing").

  3. Optionally add a Description ("what does this team do?").

  4. Confirm with Create.

The team list shows each team as a card with name, description, and member count.

Adding and removing members

Click a team card to open the detail view.

Marketing Team für Kampagnen, Inhalte und Social Media Team löschen MITGLIEDER AK Anna Krause a.krause@firma.de Entfernen TM Thomas Müller t.mueller@firma.de Entfernen SW Sophie Wagner s.wagner@firma.de Entfernen MITGLIED HINZUFÜGEN — bitte auswählen — Hinzufügen Schließen
Team detail view: add or remove members, or delete the team.
  • Add: Under Add member, pick a person from the dropdown (only company members not yet in the team appear) and click Add.

  • Remove: Click Remove next to a person. They of course remain a member of the company – only their team membership ends.

Deleting a team

In the team detail view, click Delete team at the top right and confirm the safety prompt.

⚠️

Deleting a team removes all team memberships. The individual people remain company members, but the group assignment is lost irreversibly.

Frequently asked questions

  • An invited person did not receive an email. Check the delivery status under Pending invites. Use Resend or Copy link and send the join link directly.

  • The join link no longer works. Links expire after 7 days. Click Resend to reset validity.

  • I cannot see Administration. The Members and Teams areas are only visible to the Owner and Administrator.