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User management ​

In user management you control who has access to your workspace. You invite team members by email and assign roles with clearly delimited permissions. The role model has four levels: owner, admin, member and read only. Admins manage billing, users and the audit log; members work with the projects assigned to them. You can remove members from the workspace when access is no longer needed.

Overview and team list ​

User overview with roles and status

  • Member metrics - one card shows the total number of members, broken down into admins, members and inactive accounts, plus the percentage distribution.
  • Invitation metrics - a second card shows all sent invitations by status: accepted, pending and expired.
  • Team list - shows everyone with access to the workspace including role, assigned projects, status and join date. Clicking a row opens the detail view.
  • Search and filters - you search by name or email and filter the list by role (all, admins, members) as well as by a single project.
  • Projects column - for owner and admin it reads "All projects", for the other roles it lists the assigned projects; from the fourth project onwards the count is summarised.

Invitations by email ​

  • Email address - enter the business email of the person who should get access.
  • Role - when inviting, Admin and Member are available; a short hint in the dialog explains both permission levels.
  • Project assignment - if you choose the member role, the optional "Project access" area appears: you search the active projects, select several via checkboxes or take over the entire list with Select all projects. Selections appear as removable chips.
  • Warning without selection - if project access stays empty, a hint points out that the person will see no project after joining. The assignment can be made later in the respective project.
  • Automatic full access - for admins and the owner the selection is omitted: they have access to all projects anyway.
  • Process - invited users receive a message with the next steps to accept. The invitation is valid for seven days.
  • Resend - a new invitation to the same address replaces the pending one, for example when you want to correct the role or the project selection.

Roles in the workspace ​

  • Owner - the highest level with access to all projects and administrative areas. The owner can neither be changed in role nor removed in user management.
  • Admin - full access to billing, user management, audit log, notifications and the administrative settings of the workspace, plus automatic access to all projects.
  • Member - works with projects, scan profiles and scans, but only in the projects assigned to them. No access to the administrative areas.
  • Read only - sees the assigned projects and their results but cannot create or change anything. The role appears as a badge in the list but cannot be assigned in the workspace, neither when inviting nor when changing roles.
  • Least-privilege principle - assign admin only where people share responsibility for billing and compliance.

Remove members ​

  • Who may remove - only admins and the owner see the "Danger zone" area in a user's detail view.
  • Limits - you cannot remove yourself, and the workspace owner cannot be removed. In both cases the interface shows an explanatory hint instead.
  • End access - a confirmation prompt secures the step. Removed users lose access to the workspace and to all projects and data; the action cannot be undone.
  • Data - check internal guidelines about open tasks or handovers before removing.
  • Auditability - removal is a security-relevant action and may appear in the audit log.

Role changes and later adjustments ​

  • Where - you change a role in a user's detail view under "Change role"; Administrator and Member are available.
  • Limits - the area only appears for admins and only for other people's accounts. Your own role and the owner's role cannot be changed.
  • Upgrade - a member can be promoted to admin and thereby gains access to all projects and the administrative areas.
  • Downgrade - an admin can become a member; afterwards the individual project assignments apply again.
  • Care - before a downgrade, check whether open billing or audit tasks are tied to this person.

Security and invitation practices ​

  • Business addresses - prefer company email addresses over private mailboxes.
  • Expired invitations - the metrics show expired invitations; invite the affected people again if needed.
  • Least privilege - start new colleagues as members with few projects and extend permissions as needed.

Notes ​

  • Keep the member list up to date - orphaned invitations and old accounts increase the risk of abuse.
  • Clarify roles in the team so that several people don't unintentionally hold the same admin rights.
  • When organisational changes happen: first appoint new admins, then close old accesses.
  • Use the project filter to check who still has access before closing a project.

Published on qualivise.ai