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Teams, Roles, and Access

Manage who can access your workspace and what they can do.

Roles (at a glance)

  • Admin: full access, including billing, invites, and role changes.
  • Editor: create/import blueprints, run validations, manage connections.
  • Viewer: read‑only access to views like Alerts and Costs.

Note: Exact permissions can evolve. If something is blocked, contact an Admin.

Invite Teammates

  1. Open SettingsTeam.
  2. Click Invite and enter the email address.
  3. Choose a role (Admin/Editor/Viewer) and send.

Team members (placeholder)

Accept an Invite

  1. Open the invite email and click the secure link.
  2. Create an account (or sign in) and join the workspace.
  3. See Account Access if you need help signing in.

Change a Member’s Role

  1. In SettingsTeam, find the member.
  2. Select a new role and confirm.

Remove a Member

  1. From the member menu, choose Remove.
  2. Confirm to revoke access.

Tips

  • Use Viewer for stakeholders who only need to monitor Alerts/Costs.
  • Keep at least two Admins for redundancy.
  • Settings
  • Billing & Plans