Add and manage roles through the following steps, as given below :
Click on the Workspace logo -> Manage Team
This will open up the Team management window.
Click on the "Invite Member" button to invite a team member into your workspace.
Select a role and send an invite to the team member.
Once the team member has accepted the invite, they will be visible in your dashboard with the assigned role.
You can update any team member's role in Actions -> Update Role
Team Management (RBAC - Role Based Access Control)Roles defintion
Owner
Admin – can do everything an Owner does except manage billing; has access to all workspaces and cannot be removed from specific workspaces
Manager – can manage any data in workspaces they have access to (including workspace settings), but cannot export data or manage account-level settings such as team management; cannot invite or remove other managers
Sales/Marketing Specialist – can access and manage resources in assigned workspaces with limited permissions
Important Note on Access:
By default, an invited team member gets access to all workspaces in the account.
The Owner/Admin/Manager can manually remove that user from certain workspaces if needed.
It is not possible to assign a different role to the same user across different workspaces.
Apart from adding team members, the following account level settings can be modified -
Workspace Management
Create New Workspaces
View Existing Workspaces
Delete Workspaces
Billing Management
Purchase a Subscription to use the app
View Paid Invoices
Manage Subscription (upgrade or downgrade the current plan)
Email Verification
Reoon Email Verification: Enter the API key to verify emails. Additional details on the importance of email verification are provided later in the document.