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Users & Roles

Invite teammates, assign roles, and transfer ownership.

Click Users & Roles in the sidebar's SETTINGS section. The header shows your seat usage (for example, "3 of 5 seats used") and, for owners and admins, the management buttons.

The Users & Roles page with the members table

Roles

RoleWhat it allows
OwnerFull control, billing, and ownership transfer
AdminManage users, packages, and organization settings
UserDay-to-day work in packages
ViewerRead-only access to packages and evidence
ConsultantRead-only external access

Owners can assign Admin, User, Viewer, and Consultant; admins can assign User, Viewer, and Consultant. Only ownership transfer creates a new Owner.

Inviting a user

  1. Click Invite User in the top-right.
  2. Enter the invitee's Name and Email, and pick a Role (each role shows its description in the dropdown).
  3. Send the invitation. It appears in the pending-invitations card until accepted, and pending invites count against your seats.

When every seat is in use, Invite User is disabled with the hint "All seats are in use. Deactivate a user or upgrade your plan."

Managing members

The members table lists your team with User, Role, Status, and Last Login columns. Owners and admins can open the menu on a row to:

  • Edit — change the member's details or role.
  • Deactivate — suspend access (a confirmation dialog asks first).
  • Reactivate — restore a deactivated member.

Transferring ownership

Owners see a Transfer Ownership button next to Invite User. Click it, choose the New owner from your active members, and confirm. There is always exactly one owner.

Last updated July 29, 2026