Team members and roles

Invite people to your team, choose what each person can do with permission presets, limit access to specific banners, and transfer ownership.

Everyone who works on your banners is a member of your team. Each member has a set of permissions, one level for each area of the dashboard. A preset fills in those levels for you.

Permission areas

Area	Levels, lowest to highest
Banners	None, Read, Edit, Publish, Admin
Discovery & Audit (scanner and inventory)	None, Read, Run, Configure
Analytics	None, Read, Write
Compliance (privacy requests, policies, reports)	None, Read, Write
Team	None, Read, Manage members, Full

A higher level includes everything below it.

Presets

Preset	Banners	Discovery & Audit	Analytics	Compliance	Team
Owner	Admin	Configure	Write	Write	Full
Admin	Admin	Configure	Write	Write	Manage members
Editor	Edit	Run	Read	Write	Read
Publisher	Publish	Run	Read	Read	Read
Viewer	Read	Read	Read	Read	None

Any other combination is shown as Custom.

What the presets mean in practice:

Publishing needs Banners at Publish or higher. Publisher, Admin and Owner can publish. Editor and Viewer cannot.
Creating or deleting a banner needs Banners at Admin.
Inviting and removing members needs Team at Manage members or higher.
Billing, API keys, SSO, team-wide notification settings and the team session policy are for the owner only.

Permission checks for publishing and for other sensitive actions are made against the member's current permissions, not the ones they had when they signed in. Removing a permission takes effect on their next action.

Invite a member

Open Team in the dashboard sidebar.
Under Invite Team Member, enter the person's email address.
Choose a preset, or set each area yourself.
Under Banner Access, choose Access to all banners or select the banners this person may work on. Members with Banners at Admin always see every banner.
Send the invitation.

The invitation is valid for 7 days. You can resend or cancel it from the Team page.

Rules that apply to invitations:

You cannot give anyone more access than you have yourself.
You cannot invite someone as owner. A team has one owner; see transfer ownership.
Pending invitations count toward your plan's member limit. If the team is full, cancel a pending invitation or upgrade.

Change or remove a member

Members with Team at Manage members or higher can change another member's permissions and banner access. Owners and admins can remove members from the Team page. A removed member loses access to the team straight away. Their past actions stay in the audit trail.

Transfer ownership

Only the current owner can transfer ownership.

Open Team.
Find the member who should become owner and select Transfer Ownership.
Type TRANSFER and confirm with your current password. If you signed in without a password, for example with Google, you may be asked to sign in again first.

Your own role changes to Admin, so you can still manage banners and members. The new owner takes over billing; the team keeps the same Stripe customer, and its email changes to the new owner's.

Require two-factor authentication

Team admins can require every member to use two-factor authentication. See Two-factor authentication and sessions.

Work across several teams

You can belong to more than one team, for example when an agency works on several clients' sites. Each team is invited separately and keeps its own billing, banners and permissions.

Use the team switcher in the dashboard to change teams.
When you belong to two or more teams, the switcher shows Overview of all teams. It lists each team with its banners, unpublished changes, last scan, open action items, accept-all rate and plan usage. It only shows the figures your permissions in that team allow, and it is read-only: open a team to make changes.

There is no parent account that controls other teams, and no combined billing. Each team is billed on its own.