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Team & roles

The Team view shows the members, roles, and usage for your organization's workspace. It is available to workspace admins.

Roles

RoleWhat it can do
AdminFull access, including team management and workspace settings
ReviewerRead everything, plus disposition findings, run reviews, and upload documents
ViewerRead-only — write controls are hidden, and mutating actions are refused
Every member belongs to exactly one organization workspace; reviews, dispositions, and audit history are isolated per organization.

Adding members

  • Send invite emails the person a set-password link; they choose their password on first visit.
  • Alternatively, save a member directly to pre-provision access before they first sign in.
If your organization uses single sign-on, members sign in with the company identity provider and their role comes from your IT configuration.

Usage & limits

The Team view also shows your workspace's usage against its limits — reviews run, documents stored, and member seats.