Invite team members and manage access

Only the account owner can invite members, change access, manage roles, or remove members. A member with team-read access can view the page but cannot make those changes.

Invite a member

1. Expand Settings in the portal menu.
2. Open Team.
3. Select Invite Member.
4. Enter Email address.
5. Enter First name. Last name is optional.
6. Choose a Role.
7. Choose the member’s Workspaces.
8. Review Sections.
9. Select Send Invitation.

The invitation email opens the account activation form. Roles supply permissions. Section switches can hide a section, but cannot grant a permission that the role does not contain.

Choose workspace and section access

1. Choose All (including future) for every current and later workspace.
2. Choose Selected for named workspaces only.
3. Select at least one workspace in selected mode.
4. Choose which portal sections remain visible.

Dashboard and Reports switch together because they use the same statistics access.

Change a member’s access

1. Find the member.
2. Select Edit access.
3. Change workspace or section access.
4. Wait for the API-key preview to finish.
5. Review the number of keys that will be revoked.
6. Remember that keys created by the account owner are never revoked.
7. Select Save.

Some older keys need the account owner’s review before the change can be saved.

Manage roles

1. Open Roles.
2. Select Create Role.
3. Enter Name (internal).
4. Enter Display Name.
5. Select Permissions.
6. Select Create Role.
7. Select the Edit roles icon on a member to change assigned roles.
8. Select Update Role after editing a role definition.

Only the account owner can create, edit, assign, or remove roles.

Review invitations and status

The members table shows Pending until an invitation is accepted and Active afterward. Select the Resend invite icon to send a new invitation link.

Remove a member

1. Select the Remove member icon.
2. Review how many API keys will be revoked.
3. Classify each older key as Created by this member (revoke) or Created by the account owner (keep).
4. Select Remove member.

Troubleshooting

1. Create an assignable role before inviting a member when the role list is empty.
2. Select at least one workspace in selected mode.
3. Wait for the access preview when Save is unavailable.
4. Ask the account owner to classify older keys.