Documentation

Managing Team Access

Collaborate with your team by inviting members and setting permissions.

Team Collaboration: Share configurations, enrichers, and exports with your team. Control who can view, edit, or run exports.

Overview

Each organization is a separate workspace where team members collaborate on exports.

👥Invite

Team members

🔐Roles

Permissions

📂Share

Configs & enrichers

📊Track

Activity

💳Billing

Subscriptions

Team Roles

Four hierarchical roles with progressively fewer permissions.

👑

Admin

Full administrative access

✓ Manage team members & roles

✓ Organization settings

✓ All CRUD operations

✓ Run & cancel exports

👤

Member

Full resource management

✓ Create/update configs

✓ Create/update enrichers

✓ Run & cancel exports

✗ Cannot invite members

🚀

Exporter

Run exports only

✓ Run & cancel exports

✓ View configs (read-only)

✓ View enrichers (read-only)

✗ Cannot modify resources

👁️

Viewer

Read-only access

✓ View configurations

✓ View enrichers

✓ View export history

✗ Cannot run exports

Tip: Organizations can have multiple Admins for business continuity.

Inviting Team Members

Only Admins can invite new members. Invitations are valid for 7 days.

1

Navigate to Team Settings

1

Go to Settings → Team

2

Click Invite Member

2

Enter Email and Role

Email

Teammate's email address

Role

Admin, Member, Exporter, Viewer

Send

Click Send Invitation

3

Teammate Accepts

Your teammate receives an email with:

🔗Invitation link (7 days)
🏢Your organization name
🔐Assigned role

Pending Invitations: Track in Settings → Team. Resend or cancel anytime.

Permission Matrix

Permissions are enforced at the API level for security.

PermissionAdminMemberExporterViewer
View configurations
Create/update configs--
Delete configurations---
View enrichers
Create/update enrichers--
Run/cancel exports-
Invite/manage members---
Organization settings---

Managing Team Members

All team management via Settings → Team.

🔄 Change Member Role

1. Find member in the list

2. Click role dropdown

3. Select new role

Changes apply instantly

🗑️ Remove Team Member

1. Find member in Members list

2. Click menu (three dots)

3. Select "Remove from organization"

Access revoked immediately

Team Activity Log

Audit trail of important organization activities.

⚙️

Config changes

🚀

Export runs

Enricher mods

👥

Invitations

🔐

Role changes

Example activity log
[2025-01-21 10:30] john@company.com created configuration "Production Export"
[2025-01-21 11:00] sarah@company.com ran export exp_abc123
[2025-01-21 11:15] john@company.com invited mike@company.com (Admin)
[2025-01-21 14:30] mike@company.com accepted invitation

Best Practices

🔒
Least Privilege

Assign minimum required permissions

🔍
Regular Audits

Review team members quarterly

🚪
Offboarding

Remove access immediately on departure

📊
Activity Monitoring

Check logs regularly