Team & Role Management
Navigate to Settings → Team Members to manage your workspace's users.
Viewing Team Members
The team page shows a table of all users with their name, email, role, and last active date. Use the search bar to find specific members.
Changing Roles
- Click the ⋯ menu on a team member's row.
- Select Change Role.
- Choose the new role from the dropdown.
- Confirm the change.
Removing Members
Click ⋯ → Remove to revoke a member's access. Their historical activity (audit log entries, recorded tests, etc.) is retained.
Role Permissions Matrix
| Permission | Admin | Manager | Inspector | Viewer |
|---|---|---|---|---|
| View dashboards & reports | ✓ | ✓ | ✓ | ✓ |
| Create/edit records | ✓ | ✓ | ✓ | — |
| Run reports & exports | ✓ | ✓ | — | — |
| Manage users & roles | ✓ | — | — | — |
| Manage billing | ✓ | — | — | — |