PatveroDocs
DocsAdministration
Administration

Members, roles, and invitations

Control who belongs to a workspace, what they can do, and how access changes over time.

#

Choose roles deliberately

Workspace roles set the baseline for access. Product-specific controls can narrow access further.

  • Owners control the workspace and its highest-impact settings.
  • Administrators manage members, configuration, and assigned operational areas.
  • Members perform normal workspace work within granted products.
  • Viewers receive read-oriented access where supported.
  • Use least privilege and review elevated access regularly.
#

Invitation lifecycle

Invitations are identity-bound records, not permanent public links.

  1. 1
    Send

    Invite the exact email address and select the intended role.

  2. 2
    Verify

    The recipient signs in or creates an account using that email and completes email verification.

  3. 3
    Accept

    The invitation is validated again before membership is created.

  4. 4
    Manage

    Resend a current pending invitation, revoke one that should not be used, and remove membership when access ends.

Expired or replaced links

If a link has ended, use Resend from the current invitation record. Old notification links remain invalid even if another invitation is active.

#

Review access

Periodically review owners, administrators, inactive members, product permissions, API keys, and external invitations.

Was this guide useful?

Tell us what was missing and include the page title.

Send feedback
Members, roles, and invitations — Patvero Docs