Team members and roles
Invite colleagues as admin, member or viewer, what each role can do, and how members are removed.
Domains, reports and alerts live in a workspace. On the Agency plans, you can invite colleagues to it: up to 5 members on Agency, as many as you need on Agency Plus. The Free and Solo plans have one member.
Invite a colleague
- Open Settings, card Workspace, section Members.
- Enter your colleague’s e-mail address and choose a role: admin, member or viewer.
- Press Invite. They receive a link valid for seven days.
- Your colleague opens the link. If they already have an account with that address, they sign in, open the link again and confirm; otherwise they choose a password to join.
Owners and admins can invite. Pending invitations count among the members your plan allows, and a workspace can send up to twenty invitations a day.
What each role can do
| Role | Can |
|---|---|
| owner | Everything, including choosing or ending the paid plan, removing members and deleting the workspace. The person who created the workspace is its owner. |
| admin | Everything else: add, import, pause and remove domains, change their settings, accept findings and manage the risk register, plan fixes and give them to members (with due dates), apply and undo DNS fixes, manage alert channels, trackers, clients, monthly reports, suppliers, the calendar, the Have I Been Pwned key and API keys, invite members, and update the card and billing details. |
| member | Read everything, and act on findings without changing the setup: Audit now, Check if it is fixed, open tickets, issue attestations, mark certificates as expected, run pre-audits of prospects; in the remediation plan, take a finding, change the status of theirs and comment. |
| viewer | Read only: the dashboard, reports, timeline, inventory, register and the rest, without any action. |
Remove a member
The owner removes a member from the list with Remove. The API keys that person created are revoked at the same time. To change someone’s role, remove them and invite them again with the new role.
Several workspaces
A person can belong to several workspaces, for instance their own and a client’s. The workspace in use is shown at the top of the menu, where members of several workspaces switch from one to another.
The Activity card in Settings lists the recent actions in the workspace (domains added, alerts changed, members invited, keys created…), with who did them.