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MantleMantle docs

Team and members

Invite people to sign in to your brain as members, read their chats and handle their requests.

A member signs in with their own login. They read items you set to Team level and chat with the team agent. They cannot change your brain. When they ask for a change, it comes to you as a request.

The Team screen (under Review) holds all of this.

Before you start

Members can chat only once the team agent is at Team level. It starts at Admin level, on a new install too. Do this once:

  1. Open Team > Settings.
  2. Under Member chat, click Let members chat.
  3. Read what members will then reach, and click Let members chat again.

The card then says On. Tool groups above Team level leave the team agent with this step. To close member chat again, click Stop member chat. While member chat is off, the Invites tab says so.

Invite a member

  1. Open Team > Invites.
  2. Click Invite by email, or pick a contact.
  3. Click Create invite and copy the Invite link.
  4. Send the link to the person yourself. Jackdaw does not email it.
  5. They open it, set a password, and are signed in.

An invite link works once and expires after 72 hours. A new invite for the same person replaces the old link. Revoke an open invite from the same tab.

To disable, change or remove a login later, use Settings > Logins. See Member and client logins.

Decide what members see

Members see only items at Team level or lower. Set the level with Access on a page, note, table, file, folder, drawing or app. See Pages for the levels.

Your email and journal stay out of their answers. To let the team agent read them, open Team > Settings and, under Read posture, switch on Expose email & journal. It asks you to confirm. Leave it off unless you mean it.

Read member chats

Member chats lists each member’s thread with the team agent. Each member sees only their own thread. The assistant can read them too: “What has the team been asking about this week?”

Handle requests

When a member asks for a change (“please add the new pump to the site register”), the team agent files a request, stamped with who asked.

  1. Open Team > Requests.
  2. Read the request and make the change yourself, or decide not to.
  3. Type a reply and click Send reply, or Send & mark done.

The reply appears in the member’s chat.

Review what members shared

Members can write their own items and submit them. Review lists what waits for you. Accept an item into the brain, return it with a note, or take it over.

Other tabs

  • Chat archive: chats from the retired team portal, read-only.
  • Shared links: every open link to your items, newest first.
  • Clients and What clients see: client logins. See Member and client logins.

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