Team Management
Team management covers inviting new members, assigning roles, managing access groups, and deactivating users who have left the project or organization.
Inviting a team member
- Go to Team in the sidebar or via Admin → Team management.
- Select Invite member.
- Enter the email address.
- Choose the project to invite them to.
- Assign an initial role.
- Send the invitation.
The invitee receives an email with an activation link. They must accept the invitation before they appear as an active team member.
Assigning roles
Change a member's role at any time from the Team tab. Role changes take effect immediately. Roles define what actions a user can perform across documents, workflows, transmittals, and correspondence.
| Role | Primary access |
|---|---|
| Organization admin | Full workspace and cross-project control. |
| Project admin | Configure this project's templates, packages, and reviewer groups. |
| Document controller | Operate the register, issue transmittals, and manage workflows. |
| Reviewer | Respond to assigned review tasks. |
| Viewer | Read-only access. |
| External participant | Limited review or response access only. |
Access groups
Add members to access control groups to inherit a shared permission profile. This is more maintainable than individual role configuration for large teams. See Access control groups guide.
Deactivating a member
- Select the member from the Team list.
- Choose Deactivate account.
- Confirm.
Deactivated users lose access immediately. Their historical records, audit trail entries, and comments remain intact. Deactivation is preferred over deletion for audit continuity.
External team members
External participants (reviewers from outside the organization) are managed differently. See External access for configuration.