Role-based access guide

This guide explains how to manage team roles within the platform to control access and permissions effectively.

Understanding user roles

Roles determine the level of access and permissions users have within the platform.

Role	Permissions
Owner	Manage all users
Admin	Add/remove users, resend invites
Member	Access platform resources (no administrative permissions)

Only Owners and Admins can access the Settings section.

Managing users

Inviting new users

1. Go to Settings > Members.

2. Click Invite Member.

3. Enter the user’s email address and assign their role (Owner, Admin, or Member).

4. Click Send Invite – the user will receive an invite email.

Viewing and editing users

• In the Members tab, view each member’s invite date, role, and status (Active, Pending).

• To change a user’s role, select their name, modify their role, and save the changes.

To update a user’s email address, you must remove them and send a new invitation with the correct email.=

Frequently Asked Questions

Who can access the Settings section?

Only Owners and Admins can access the Settings section to manage users. Users can only manage other users who have lower-access levels.

What happens if an invitation is not accepted?

• Invitation links expire after 10 days.

• If expired, you can resend the invite from the Users tab.

Can I limit the number of users my team invites?

There is currently no limit on the number of users an Owner or Admin can invite.

Can I edit a user’s email address?

No, you must delete the user and send a new invitation with the correct email.