Teams

Teams are the core organizational unit in Rise B2B. They represent groups of users who can collaborate on payments, manage shared funds, and control access to resources.

Team Structure

Create Team

Establish a new team with a name and initial admin

Add Members

Invite users with specific roles and permissions

Manage Funds

Control shared entity balances and payment limits

Set Permissions

Configure access levels for different team members

Team Roles

Rise B2B supports four distinct team roles with different permission levels:

Team Admin

Full control over team settings and members
Can create, modify, and delete team configurations
Manages all team funds and payment limits
Can invite and remove team members
Access to all team features and data

Finance Admin

Financial management capabilities
Can create and execute payments
Manages team budgets and spending limits
Can view financial reports and transaction history
Cannot modify team structure or member permissions

Team Employee

Standard team member with payment capabilities
Can create and execute payments within limits
Access to team funds for authorized transactions
Can view relevant team information
Cannot modify team settings or invite new members

Team Viewer

Read-only access to team information
Can view team members, payments, and balances
Cannot create payments or modify any settings
Useful for auditors, accountants, or stakeholders

Creating Teams

Step 1: Create a New Team

curl -X POST "${this.baseUrl}/v2/teams" \
  -H "Authorization: Bearer YOUR_JWT_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Engineering Team",
    "description": "Core engineering team for product development",
    "entity_nanoid": "entity_123",
    "admin_wallet": "0x1234567890abcdef..."
  }'

{
  "success": true,
  "data": {
    "team_nanoid": "team_123456789",
    "name": "Engineering Team",
    "description": "Core engineering team for product development",
    "entity_nanoid": "entity_123",
    "admin_wallet": "0x1234567890abcdef...",
    "created_at": "2024-01-01T12:00:00Z",
    "member_count": 1,
    "status": "active"
  }
}

Step 2: Add Team Members

curl -X POST "${this.baseUrl}/v2/teams/team_123456789/members" \
  -H "Authorization: Bearer YOUR_JWT_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "user_nanoid": "user_456",
    "role": "team_employee",
    "permissions": ["pay", "view"]
  }'

Team Management Examples

class RiseTeams {
  constructor(baseUrl, jwtToken) {
    this.baseUrl = baseUrl;
    this.headers = {
      'Authorization': `Bearer ${jwtToken}`,
      'Content-Type': 'application/json'
    };
  }

  async createTeam(name, description, entity_nanoid, admin_wallet) {
    const teamData = {
      name,
      description,
      entity_nanoid: entity_nanoid,
      admin_wallet: admin_wallet
    };

    const response = await fetch(`${this.baseUrl}/v2/teams`, {
      method: 'POST',
      headers: this.headers,
      body: JSON.stringify(teamData)
    });

    return response.json();
  }

  async getTeam(teamNanoid) {
    const response = await fetch(
      `${this.baseUrl}/v2/teams/${teamNanoid}`,
      { headers: this.headers }
    );
    return response.json();
  }

  async addMember(teamNanoid, userNanoid, role, permissions) {
    const memberData = {
      user_nanoid: userNanoid,
      role,
      permissions
    };

    const response = await fetch(`${this.baseUrl}/v2/teams/${teamNanoid}/members`, {
      method: 'POST',
      headers: this.headers,
      body: JSON.stringify(memberData)
    });

    return response.json();
  }

  async updateMemberRole(teamNanoid, userNanoid, newRole, newPermissions) {
    const updateData = {
      role: newRole,
      permissions: newPermissions
    };

    const response = await fetch(`${this.baseUrl}/v2/teams/${teamNanoid}/members/${userNanoid}`, {
      method: 'PUT',
      headers: this.headers,
      body: JSON.stringify(updateData)
    });

    return response.json();
  }

  async removeMember(teamNanoid, userNanoid) {
    const response = await fetch(`${this.baseUrl}/v2/teams/${teamNanoid}/members/${userNanoid}`, {
      method: 'DELETE',
      headers: this.headers
    });

    return response.json();
  }
}

// Usage example
const teamsApi = new RiseTeams(
  'https://b2b-api.riseworks.io', // or your environment URL
  'your-jwt-token'
);

import requests
from typing import List, Optional

class RiseTeams:
    def __init__(self, base_url: str, jwt_token: str = None):
        self.base_url = base_url
        self.headers = {
            "Authorization": f"Bearer {jwt_token}",
            "Content-Type": "application/json"
        }
    
    def create_team(
        self, 
        name: str, 
        description: str, 
        entity_nanoid: str, 
        admin_wallet: str
    ) -> dict:
        """Create a new team"""
        team_data = {
            "name": name,
            "description": description,
            "entity_nanoid": entity_nanoid,
            "admin_wallet": admin_wallet
        }
        
        response = requests.post(
            f"{self.base_url}/v2/teams",
            headers=self.headers,
            json=team_data
        )
        return response.json()
    
    def get_team(self, team_nanoid: str) -> dict:
        """Get team details"""
        response = requests.get(
            f"{self.base_url}/v2/teams/{team_nanoid}",
            headers=self.headers
        )
        return response.json()
    
    def add_member(
        self, 
        team_nanoid: str, 
        user_nanoid: str, 
        role: str, 
        permissions: List[str]
    ) -> dict:
        """Add a member to the team"""
        member_data = {
            "user_nanoid": user_nanoid,
            "role": role,
            "permissions": permissions
        }
        
        response = requests.post(
            f"{self.base_url}/v2/teams/{team_nanoid}/members",
            headers=self.headers,
            json=member_data
        )
        return response.json()

# Usage example
teams_api = RiseTeams(
    "https://b2b-api.riseworks.io",  # or your environment URL
    "your-jwt-token"
)

Team Permissions Matrix

Permission	Team Admin	Finance Admin	Employee	Viewer
View	✅	✅	✅	✅
Pay	✅	✅	✅	❌
Finance	✅	✅	❌	❌
Manage	✅	❌	❌	❌
Invite	✅	❌	❌	❌

Error Handling

Common team management errors and solutions:

Error Code	Description	Solution
`INVALID_TEAM_NAME`	Team name is invalid or too long	Use a valid team name (2-50 characters)
`INVALID_ADMIN_WALLET`	Admin wallet address is invalid	Ensure wallet address is valid Ethereum address
`INSUFFICIENT_PERMISSIONS`	User lacks permission for action	Check user’s role and permissions
`TEAM_NOT_FOUND`	Team does not exist	Verify team_nanoid is correct
`MEMBER_ALREADY_EXISTS`	User is already a team member	Check existing team membership
`CANNOT_REMOVE_ADMIN`	Cannot remove the last admin	Ensure at least one admin remains

Best Practices

Always maintain at least one team admin to prevent losing access to team management capabilities.

Role Hierarchy: Use the principle of least privilege when assigning roles
Regular Audits: Periodically review team members and their permissions
Documentation: Keep records of team structure and permission changes
Backup Admins: Always have multiple admins for critical teams
Permission Reviews: Regularly review and update member permissions

See Permissions for details on role-based access control.

Platform Concepts

Security

Team Structure

Team Roles

Team Admin

Finance Admin

Team Employee

Team Viewer

Creating Teams

Step 1: Create a New Team

Step 2: Add Team Members

Team Management Examples

Team Permissions Matrix

Error Handling

Best Practices

​Team Structure

​Team Roles

​Team Admin

​Finance Admin

​Team Employee

​Team Viewer

​Creating Teams

​Step 1: Create a New Team

​Step 2: Add Team Members

​Team Management Examples

​Team Permissions Matrix

​Error Handling

​Best Practices

Team Structure

Team Roles

Team Admin

Finance Admin

Team Employee

Team Viewer

Creating Teams

Step 1: Create a New Team

Step 2: Add Team Members

Team Management Examples

Team Permissions Matrix

Error Handling

Best Practices