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Inviting team members to your workspace.

Add colleagues by email, assign roles, and manage seats on Pro and Enterprise plans.

If you're on a Pro or Enterprise workspace, you can invite teammates to share cases, run searches, and review reports under the same billing relationship.

Sending an invite

Go to Settings → Team → Invite by email. Enter the colleague's email address, pick a role (see below), and click Send. They get an email with a one-time link that asks them to set a password and accept the invitation. Links expire after 7 days; you can re-send from the same screen.

Roles

  • Owner — full control of the workspace including billing, members, and feature flags. There is exactly one Owner per workspace.
  • Admin — manage members, configure feature flags, view audit logs. Cannot delete the workspace or change billing.
  • Analyst — run searches, create and edit cases, export reports. Cannot manage members or billing.
  • Viewer — read-only access to existing cases and reports. Cannot run searches.

Seats and billing

Each accepted invitation consumes one seat. Pro adds seats at $89.99/mo each; Enterprise plans include a seat allowance per contract. Pending invitations don't consume a seat until accepted.

Removing a member

Settings → Team → click the member's row → Remove. The seat returns to your pool immediately and the member loses access to all workspace cases. Audit-log entries attributed to that member remain in place — removal doesn't erase history.

TIPIf a teammate forwards their invite link to someone else, the third party can claim the seat. Re-issue the invitation only to the email address you actually intend to grant access to.
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