Team Management
Workspace-scoped teams: invite members, assign roles, manage access.
Team Management
Teams are scoped per workspace — a user can be in multiple workspaces with a different role in each.
| User | Production | Development |
|---|---|---|
| Alice | Admin | Admin |
| Bob | Viewer | Member |
| Carol | Member | Member |
| Dave | — | Admin |
This lets you keep production tight while letting more people work in dev / test.
The Team page
Sidebar → Team. Shows current members (name, email, role), pending invitations, and the controls to invite, re-role, or remove members.
REPLACE: Screenshot of the Team page
Roles at a glance
| Role | What they can do |
|---|---|
| Admin | Everything — config, team, destructive ops |
| Member | Day-to-day operator: sources, destinations, connections, document retries |
| Viewer | Read-only — dashboard + document delivery status |
Full breakdown in Roles & Permissions.
Common tasks
- Invite a member — pick a role in the invite dialog. See Inviting Members.
- Change a role — open the dropdown next to the member on the Team page. Admin only.
- Remove a member — same place, Remove. Admin only.
Workspace ownership
Every workspace has one owner — the user who created it. The owner is always Admin and cannot be removed. Ownership can be transferred to another Admin from workspace settings.