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Team and members

Invite teammates, change roles, and manage pending invitations.

The team settings page is where you manage who is in your Vertiqa organization. Two tabs:

  • Members — current users with their assigned role.
  • Pending — invitations sent but not yet accepted.

Common tasks

  1. Invite a member — open the invite dialog, enter their email and role, send.
  2. Change a member's role — pick from the role dropdown next to their name. Roles map to permissions; see permissions.
  3. Remove a member — they immediately lose access; their data stays. Reassign their records first using transfers if needed.
  4. Manage pending invites — copy the invite link, resend the email, or cancel.

Tips

  • Invite at the role you'd ideally want them at. If you're unsure, start lower; it's easier to grant later than to claw back.
  • Cancel stale pending invites. They're a security tail — anyone with the link can join.

Related

Last reviewed