Manage Account Members and Roles

Member and role administration is one of the most critical controls in the platform because it defines who can view, configure, and operate account resources. Strong role hygiene reduces security risk and prevents accidental platform changes while keeping teams productive.

What to Click and Do Next

1. Open the user menu and click Settings.
2. In the left navigation, click Account > Members.
3. Use Search users to find a member quickly.
4. Click Invite member to add a new user.
5. Enter invite details and send the invitation.
6. Click an existing member row to open role details.
7. Add or remove role checkboxes based on job responsibilities.
8. Click Save to apply role changes.
9. Use the trash/delete action to remove a member when access is no longer required.
10. Confirm removal in the dialog.

Role Assignment Guidance

Apply least-privilege access by default. Assign Reader when users only need visibility, and add manage roles only for the functional areas they own. Reserve Administrator for governance owners and high-impact configuration tasks.

Validation Checklist

1. Invited user appears in member list after acceptance.
2. Role changes are visible on the member record.
3. User can access only the intended pages/actions.

Common Issues

• Members page is not visible due to role restrictions.
• Users report missing pages because role set does not include required permissions.