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.