Team Management
Invite users, assign roles, and manage access
Team Management
Manage your organization's users, roles, and permissions.
Inviting Users
Go to Settings → Team → Invite User:
- Enter email address
- Select role (Admin, Manager, Staff, Viewer)
- Choose module access
- Add optional message
- Send invitation
Invited users receive an email with a setup link (expires in 7 days).
Roles
| Role | Organization | Modules | Users | Billing | Settings |
|---|---|---|---|---|---|
| Owner | Full | Full | Full | Full | Full |
| Admin | Read | Full | Manage | Read | Manage |
| Manager | Read | Assigned | Read | No | Read |
| Staff | Read | Assigned | No | No | No |
| Viewer | Read | Assigned (read) | No | No | No |
Managing Access
Module-Level Permissions
For each module, assign:
- Full Access - Create, read, update, delete
- Write Access - Create, read, update
- Read Access - View only
- No Access - Module hidden
Workspace Permissions
Within modules, restrict to specific workspaces:
- Department-based access
- Location-based access
- Project-based access
User Status
- Active - Can access the platform
- Pending - Invitation sent, not yet accepted
- Suspended - Temporarily disabled
- Deactivated - Removed, data preserved
Bulk Actions
Select multiple users to:
- Change roles
- Update module access
- Suspend/activate
- Resend invitations
- Remove from organization
Audit Trail
View team changes:
- Invitations sent/accepted
- Role changes
- Permission updates
- Suspensions/activations