Teams & Collaboration

DocPlatform is designed for team documentation. Invite members, assign granular roles, and track every change with a full audit trail.

Workspace membership

Every user belongs to one or more workspaces with a specific role. Roles determine what actions a user can perform.

Invite members

Via web UI:

1. Open Workspace Settings → Members
2. Click Invite Member
3. Enter the person’s email address
4. Select a role
5. Click Send

If SMTP is configured, an invitation email is sent with a unique link. Without SMTP, the invitation link is displayed on screen — copy and share it manually.

Via API:

curl -X POST http://localhost:3000/api/v1/workspaces/{workspace-id}/invitations \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "colleague@example.com",
    "role": "editor"
  }'

Remove members

Admins can remove members from Settings → Members → click the user → Remove.

Removing a member revokes their access immediately. Their past edits and audit log entries are preserved.

Change roles

Click a member’s current role to change it. Role changes take effect immediately — active sessions are updated on the next API call.

Roles

DocPlatform uses a 5-level role hierarchy. Higher roles inherit all permissions of lower roles.

Super Admin
    └── Admin
            └── Editor
                  └── Commenter
                        └── Viewer

Role at invitation

The role is chosen by the inviter at invitation time — there is no separate “default role” setting. To change someone’s role later, use Settings → Members.

Page-level access

Frontmatter access rules are inconsistent — avoid them: they are enforced on API reads while present, but the next git sync silently strips them from the file. Use workspace-level roles instead. See Roles & Permissions.

Real-time presence

The server tracks who is online per workspace over authenticated WebSocket connections and broadcasts presence events in real time. The current web UI does not yet display presence — there are no online indicators or avatar stacks in the editor today. The events are available to custom clients built on the WebSocket API.

How presence works

The WebSocket connection also delivers real-time content events:

Concurrent editing

DocPlatform does not support real-time collaborative editing (Google Docs-style). If two users edit the same page simultaneously:

1. The first save succeeds
2. The second save triggers a conflict detection (HTTP 409)
3. Both versions are preserved for manual resolution

To avoid conflicts:

• Use page-level ownership conventions (one writer per page at a time)
• Presence indicators help your team coordinate who’s editing what
• For high-concurrency teams, consider shorter git sync intervals

Activity feed

Every workspace has an activity feed recording who did what, when.

Viewing activity

Open Workspace Settings → Activity, or use the API:

curl "http://localhost:3000/api/v1/workspaces/{id}/activity?limit=50&action=page_created" \
  -H "Authorization: Bearer {token}"

Per-page history is available at GET /api/v1/workspaces/{id}/page-activity?page={path}.

Activity action types

Filter the feed with the action query parameter:

Retention

Activity records are stored in SQLite alongside your regular data and included in daily backups.

Email notifications

With SMTP configured, DocPlatform sends transactional emails for:

DocPlatform does not send notification emails for content changes. Real-time WebSocket updates serve that purpose for active users, and the audit log covers historical review.

SMTP configuration

export SMTP_HOST=smtp.example.com
export SMTP_PORT=587
export SMTP_FROM=docs@yourcompany.com
export SMTP_USERNAME=docs@yourcompany.com
export SMTP_PASSWORD=your-app-password

Without email configured, invitation and password-reset emails are simply not sent — links and tokens are not written to the server logs. For password resets, an admin can generate a one-time link with docplatform reset-password.

Tips for team workflows

• One writer per page — use presence indicators to avoid conflicts
• Editors write, reviewers publish — drafts stay off the published site until someone sets publish: true
• Use tags for ownership — tag pages with owner:jane to clarify responsibility
• Git for review workflows — push changes to a branch, open a PR, merge after review
• Review before publish — check the activity feed for unexpected changes before making content public