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Documentation Index

Fetch the complete documentation index at: https://docs.steppd.com/llms.txt

Use this file to discover all available pages before exploring further.

Steppd’s team management tools are built around two roles, Admin and Member, and live entirely in Settings. Admins can invite new teammates, change roles, reassign document ownership, and remove members from the organization. This guide covers each of those workflows as well as how to create and use departments for document organization.

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Roles

Every member of your organization holds one of two roles.

Admin

Full control over the organization. Admins can invite and remove members, change any member’s role, reassign document ownership, manage billing, configure webhooks, and create or delete departments.

Member

Standard access. Members can create and edit their own documents but cannot manage other team members, change roles, or access billing or webhook settings.

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Inviting teammates

1

Open Settings → Team

Click Settings in the sidebar, then select the Team tab. The invite form is visible at the top of the page if you are an Admin.
2

Enter one or more email addresses

Type the email address of the person you want to invite into the input field. To invite multiple people at once, enter a comma-separated list:
alice@example.com, bob@example.com, carol@example.com
3

Send the invitation

Click Send invite. Steppd sends each address an email with a link to join your organization. New members join with the Member role by default.
If your organization is on the Scale plan and has webhooks configured, sending an invitation fires the member.invited event. When the invitee accepts and joins, Steppd fires the member.joined event.

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Changing a member’s role

Admins can promote a Member to Admin or demote an Admin to Member at any time from the Team tab.
1

Locate the member in the team list

Go to Settings → Team. The team list shows every member with their current role badge and document count.
2

Toggle the role

Click Make admin to promote a Member, or Make member to demote an Admin. The change takes effect immediately.
You cannot demote the only Admin in the organization. At least one Admin must exist at all times. The Make member button is disabled for the last remaining Admin.

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Removing a member

Removing a member permanently deletes their account from your organization. Before you can complete the removal, any documents they own must be reassigned to another team member.
1

Open the remove confirmation

In Settings → Team, find the member you want to remove and click Remove. A confirmation modal opens.
2

Reassign documents if required

If the member owns any documents, the modal lists them and blocks removal until they are reassigned. Click Reassign documents to open the reassign flow.In the reassign modal:
  1. Review the list of documents owned by this member. All documents are selected by default, uncheck any you don’t want to transfer.
  2. Select the team member to transfer ownership to from the Transfer to dropdown.
  3. Click Confirm transfer.
Once all documents have been reassigned, return to the remove confirmation and proceed.
3

Confirm removal

With no remaining owned documents, the modal shows a final confirmation. Click Remove member to complete the action.
Removal is permanent and cannot be undone. The member’s account is deleted from the organization. They will need a new invitation to rejoin.

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Departments

Departments are optional organization tags that admins create to categorize documents. Once created, departments appear as a selection option when anyone on the team creates or edits a document. On the Scale plan, departments can be used for scoped webhook routing.

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Creating a department

1

Go to Settings → Organization

Click Settings in the sidebar and select the Organization tab. The Departments section is below the organization name and slug fields.
2

Add a department

Type a name in the New department name field and click Add (or press Enter). The department appears immediately in the list and becomes available in the department selector on all document forms.

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Assigning a document to a department

When creating a new document or editing an existing draft, a Department dropdown appears in the metadata form if your organization has at least one department. Select the appropriate department to tag the document.
If your organization has departments configured, the Department field is required when creating or editing a document.

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Deleting a department

Click the × next to any department name in the Settings → Organization department list to delete it. Deleting a department does not remove it from documents that have already been tagged, it only prevents new documents from being assigned to it.