Skip to content

Makers Management ​

Makers Management allows organization administrators to invite, manage, and assign roles to team members (makers) who create and manage journeys. The makers make the journeys. The end users follow the journeys.

Overview ​

Makers Management helps you:

  • Invite colleagues to your organization
  • Assign appropriate roles and permissions
  • Manage team member access
  • Remove Makers Open in Gryffi: /dashboard/team

Makers vs End Users ​

Team Members (Makers)End Users
Create journeysParticipate in journeys
Access dashboardAccess only journey player
Have assigned rolesNo roles

Inviting Team Members ​

Send Invitation ​

  1. Go to Sidebar → Makers
  2. Go to Invite maker
  3. Enter email address
  4. Select role (Admin, Manager, Editor, Viewer)
  5. Click "Send Invite"

Invitation Process ​

  1. Makers receives email
  2. They click "Accept Invitation"
  3. The new maker creates their account with name and password
  4. They gain access with assigned role

Pending Invitations ​

View and manage pending invitations:

  • Resend invitation
  • Cancel invitation
  • Change assigned role

Roles and Permissions ​

See: maker-roles for detailed role descriptions.

RoleSummary
AdminFull access, manage team
ManagerCreate journeys, manage users
EditorCreate and edit journeys
ViewerView journeys and analytics

Assigning Roles ​

When inviting or editing team members:

  1. Select the appropriate role
  2. Consider least-privilege principle
  3. Document role assignments

Changing Roles ​

  1. Find member in list
  2. Change the role with the drop down menu

Changes take effect immediately.

Managing Makers ​

Makers Actions ​

ActionDescription
View ProfileSee members name and email address
RoleChange permissions
Resend InviteFor pending members
Revoke InviteFor pending members
DeactivateDeactivate maker from using Gryffi in your organization
Open in Gryffi: /dashboard/team

Best Practices ​

Role Assignment ​

  • Start with minimum necessary permissions
  • Promote as responsibilities grow
  • Document who has which role and why

Security ​

  • Deactivate departed employees promptly
  • Review team list periodically
  • Use 2FA for admin accounts

Organization ​

  • Keep team list clean
  • Note each member's responsibilities
  • Regular access reviews

Troubleshooting ​

"Cannot Send Invitation" ​

  • Check number of makers availability
  • Verify email format
  • Check if already a member

"User Cannot Accept Invitation" ​

  • Verify invitation email received
  • Check spam folder
  • Resend invitation
  • Verify email address is correct

Gryffi Community Edition is open source under the AGPL-3.0.