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Roles

RolePermissions
OwnerFull access, billing, can delete organization
AdminManage members, create projects, full access
MemberView and upload drawings, run comparisons

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Invite Members

  1. Go to Settings > Organization > Members
  2. Click Invite
  3. Enter email address
  4. Select a role
  5. Click Send Invite
The invitee receives an email with a link to join.

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Manage Members

From Settings > Organization > Members:
  • Change a member’s role
  • Remove a member from the organization

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Teams

Group members into teams for project-level permissions:
  1. Go to Settings > Organization > Teams
  2. Click Create Team
  3. Add members to the team
  4. Assign the team to projects

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MFA Requirement

Require multi-factor authentication for all members:
  1. Go to Settings > Organization > Security
  2. Enable Require MFA
Members without MFA will be prompted to set it up on next login.

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Next Steps

API Keys