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Teams & Roles

Organizations, role-based access (Specialist, Admin), inviting members, and switching between organizations.

The Cloud Platform is multi-tenant. Everyone works inside a shared organization. What each person can do is governed by their role.

Roles

There are two roles:

RoleCan do
SpecialistCreate and manage projects and audits. Can view user management, with limited editing.
AdminFull access, including user management and billing.

Some areas are Admin-only: user management, billing, and the API-key screens (MCP, Chrome extension). Specialists can view user management but not make changes there.

Cloud user management screen listing team members with their roles
User Management — invite members and assign roles.

Inviting members

Admins invite teammates by email from User Management. An invited user is pending until they accept the emailed invite and set a password (or link Google). You can resend or revoke a pending invite. You can also edit a member's role or active status later.

A few guardrails apply. The organization owner can't be deleted. Only Admins can grant the Admin role or toggle a member's active status. You can't change your own role or status.

Multiple organizations

You might belong to more than one organization, for example as a consultant across several clients. You can switch the active organization in-session with the organization switcher, without logging out.

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