Getting Started
Inviting Your Team
Add team members to your workspace with role-based access. Each role controls what they can view and edit.
Available roles
Owner - Full access to everything including billing and team management. Only one owner per company.
Admin - Full access to all tools and data. Can invite and remove members. Cannot change billing.
Member - Can view and edit most tools. Cannot access Team settings or billing.
Viewer - Read-only access to all tools except billing and team settings. Useful for advisors or board observers.
How to invite a team member
1. Click 'Team' in the sidebar.
2. Click the 'Invite member' button in the top right.
3. Enter their email address and select a role from the dropdown.
4. Click 'Send invite'. They will receive an email with a link to join your workspace.
If they already have an UpgradIQ account, they will be added immediately. If not, they will need to create an account first and will be linked automatically.
Managing existing members
On the Team page, each member appears in a row showing their name, email, role, and last active date.
To change a role: click the role badge next to their name and select a new role from the dropdown.
To remove a member: click the three-dot menu on their row and select 'Remove'. They will lose access immediately but can be re-invited later.
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