Foundation Template
  • INTRODUCTION
    • Introduction
    • Getting Started
  • DESIGN & STRUCTURE
    • Core Concepts
    • Global Styles & Branding
    • Light / Dark Mode
    • Page Variables
      • Mobile Mode
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  • FOUNDATION
    • Header
    • Admin Portal
      • App Settings
      • Header
      • Pages & Sidebar Menu
      • Users
      • ChatGPT
      • Emails & Templates
        • SendGrid API
        • Workflows
        • Dynamic Tags
    • User Authentication
      • User Roles
      • Waitlist
      • Google SSO
    • Page Templates
      • Dashboard
      • Landing Page
      • Onboarding Page
    • Reusable Elements
      • Horizontal Scroll Table
      • Icon Selector
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      • Popout Sidebar FG
    • Company, Team & Invites
  • Foundation AI
    • Coming Soon
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On this page
  • Company Creation:
  • Team Members, Invites & Settings:
  • Accepting a team invite:
  1. FOUNDATION

Company, Team & Invites

Providing the database structure for growing SaaS platforms.

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Last updated 1 year ago

It's common for SaaS platforms to be setup in a Company / Team based structure. Even if there is only one person, having the structure in place from the beginning keeps your options open as you scale.

The Company data type simply provides the structure for this. There isn't much Company specific functionality in the template. You can rename and reshape the data type to whatever you need.

Company Creation:

When a new user signs up, they provide basic Company information and become the Owner of that Company. The Company's list of Team Members includes the company owner.

The User data type also has a Company field that represents the company they're logged into (in case they get invited to multiple companies)

Team Members, Invites & Settings:

Foundation has basic Company management tools for Owners, including ability to invite Team Member to join the Company.

Accepting a team invite:

A company admin can invite Team Members to join the app under their Company. An email is sent to the team member with a link to Sign Up.

During sign up, if an invitation matching their email address exists, they are given the option to accept the invite and join that Company or to create their own company.

By default, team members are not required to subscribe to a Stripe plan and cannot access the Company settings.

Basic company management popup.
Invite team members to company