Guides
Team Collaboration
Learn how team members get access, manage roles, and collaborate on product context documentation in EpicContext.
EpicContext is built for teams. This guide covers how members get access, how permissions work, and how to collaborate effectively on your product documentation.
Getting Access
EpicContext uses an invite-only model. Users cannot create accounts on their own.
For New Organizations
If your organization doesn't have EpicContext yet, request a demo from our homepage. We'll set up your organization and get you started.
For Team Members
Organization admins invite new members directly:
- The admin navigates to organization settings
- Clicks Invite Member
- Enters the team member's email address
- Selects their role
- Clicks Send Invite
The invited member receives an email with a link to create their account and join the organization.
There is no self-service sign-up. Every user must be invited by an organization admin. This keeps your product context secure and access controlled.
Roles and Permissions
EpicContext supports role-based access control:
| Role | Can View | Can Edit | Can Manage Settings | Can Invite Members |
|---|---|---|---|---|
| Viewer | Yes | No | No | No |
| Editor | Yes | Yes | No | No |
| Admin | Yes | Yes | Yes | Yes |
| Owner | Yes | Yes | Yes | Yes |
Roles are assigned at the organization level and apply to all projects within that organization.
Collaboration Workflows
Divide and Conquer
Assign different sections to different team members based on expertise:
- Product managers — Product, Users, Metrics sections
- Designers — Brand, Design System, Information Architecture sections
- Engineers — Technical, Development sections
- Strategists — Research, Decisions sections
Review and Complete
Use the block status system to coordinate:
- Draft — Initial content has been written
- Complete — Content has been reviewed and approved
The progress dashboard shows completion per section, making it easy to see what still needs attention.
Widget for Stakeholder Feedback
Use the EpicContext Widget to embed context directly in your application. Stakeholders, clients, and team members can:
- Create user stories referencing specific parts of your application
- Leave feedback and comments in context
- See the product documentation that explains design decisions
This bridges the gap between your product context and day-to-day team communication.
Activity Tracking
EpicContext logs all changes with user attribution:
- Who created or updated each block
- When changes were made
- What was changed
View the activity feed on your project dashboard to stay informed about team progress.
Best Practices
- Set a context lead — assign one person to own the overall documentation quality
- Regular reviews — schedule monthly reviews to keep context current
- Start small — don't try to fill everything at once; focus on high-impact sections first
- Use drafts — mark blocks as "draft" until they've been reviewed by the team
- Use the widget — embed context in your application so feedback happens in context, not in separate documents
Next Steps
- Learn about setting up your project
- Set up the Widget for stakeholder feedback
- Explore export formats to share context with your tools
Last updated: 2026-02-22