Team Settings Guide

~5 min – team administration where invites, roles, and destructive actions determine what everyone can do across the entire Trading Floor

Team (`/team/team`) is Team Settings — name, members, invites, and delete team.

Where to Find It

• Sidebar → The Trading Floor → Team

Key UI

• Invite Member — email + role (owner/admin/trader/analyst/viewer)
• Team Info — edit name, created date, member count, pending invites
• Delete team — type team name to confirm (owner only)
• Members list — avatar, name/email, role badge, join date (read-only; role changes at invite time in current UI)
• Pending Invitations — revoke invite

Permissions

• `invite_members` — owner, admin
• `update_team_settings` — edit name (owner, admin, lead)
• `delete_team` — owner only

Role Impact Across Desk

• Trader — execute set-ups, claim watchers, request capital
• Analyst — create theses/set-ups, no execute
• Viewer — read + comment + vote
• Admin/Owner — guardrails, invites, allocations override

Quick Workflow

1. Create team on Team Overview if needed
2. Invite members with correct roles
3. Monitor pending invites; revoke stale ones
4. Edit team name as desk identity evolves
5. Roles determine access on every other Trading Floor tab

Quick Reality Checks

• Member can't execute? → Role is analyst/viewer — re-invite with trader role (no inline role editor today)
• No invite button? → Need admin/owner
• Delete irreversible? → Export Allocations History and audit log first

Trading Floor module complete. Run the full pipeline monthly: thesis review → performance ranking → allocation rebalance → guardrail tune-up. One desk, one chain, zero dropped hand-offs.