Team Management
Invite members, assign roles, and collaborate on compliance work
Team Management
Effective compliance requires team collaboration. Learn how to invite members, assign appropriate roles, and delegate work.
Team Account Setup
Convert to a team account from Settings if you started with a personal account. Team accounts support multiple users with role-based access control.
Inviting Members
- Navigate to Settings > Members
- Click Invite Member and enter email addresses
- Assign roles based on responsibilities
- Send invitations - members receive email with signup link
[Screenshot: Team Members List] Placeholder: Members table showing roles and status
Role-Based Access
Different roles provide different capabilities:
- Owner: Full access including billing and account settings
- Admin: Can manage members, policies, and compliance data
- Member: Can view and edit assigned tasks and controls
- Viewer: Read-only access to compliance status
Collaboration Features
- Assign tasks to specific team members
- Track who last updated each control
- Comment on controls and incidents
- Share compliance reports with stakeholders