Team members and roles
Покани colleagues, clients, partners. Role решава какво могат.
| What they can do | Owner | Editor | Viewer |
|---|---|---|---|
| See the overview, projects, charts and events | ✓ | ✓ | ✓ |
| Add and edit projects, data sources and events | ✓ | ✓ | |
| Sync data sources, import and export the configuration | ✓ | ✓ | |
| Add and edit connected accounts (credentials) | ✓ | ||
| Invite people, change roles and remove access | ✓ | ||
| Rename the workspace | ✓ |
Creator = workspace owner, винаги ownership, billing през тях. Други owners — same rights, но не махат workspace owner.
Which role? Viewer — clients/stakeholders. Editor — setup projects. Owner — provider credentials.
Invite someone
Section titled “Invite someone”-
Workspace → Екип в navigation.
-
Покани член на екипа: Имейл адрес, Роля.
-
Създай покана.
-
Email + one-time link за private send.
Invitations expire 72h. Pending = seat до accept/revoke/expiry. New invitation → old link dead.
Accept an invitation
Section titled “Accept an invitation”-
Link от invitation.
-
Sign in или create account с invitation email.
-
Приеми поканата. Empty code → same browser, open link again.
Workspace в switcher.
Change a role or remove someone
Section titled “Change a role or remove someone”Екип: Роля → Запази ролята. Премахни достъпа за revoke. Their changes/events stay.
Отмени поканата under Чакащи покани.
10 people per workspace including workspace owner. Pending count.
Sharing needs an active plan
Section titled “Sharing needs an active plan”Sharing = workspace owner’s plan. Trial/subscription end → members lose access until active. Nothing deleted, same roles return. Plans and billing.