Team and workspace
Invite members and assign roles safely
Give each person enough access for their work without exposing billing or approval controls unnecessarily.
6 minute read Owners and adminsUpdated 15 August 2026
On this page
Quick answer
Owners and admins manage invitations and roles. Use the least-privileged role that supports the person's work, then remove access promptly when it is no longer required.
Roles explained
- Owner: controls ownership, billing, branding, members and all project work.
- Administrator: manages billing, members, projects and claim work but cannot silently take ownership.
- Commercial manager: manages projects, analysis and documents and can complete professional review stages.
- Project manager: records events, uploads evidence and prepares working outputs without billing access.
- Viewer: reads authorised workspace information without changing it.
Invite a member
- Open Workspace settings, then Members.
- Enter the intended work email and choose the minimum suitable role.
- Ask the recipient to use the newest invitation before it expires.
- Review the member list after acceptance and correct any role mistake immediately.
Review access regularly
Remove leavers and external users promptly. Role changes, invitations and removals should be treated as security-relevant workspace activity. The company remains responsible for ensuring each person is authorised to access uploaded project information.
Still need help?
Continue with the assistant or support team
The in-app assistant can explain the page you are using. For an account-specific problem, send support the expected result, reproduction steps and any safe request or job ID.