Roles and Invitations

Outcome

You will know how to think about roles and invitations without over-sharing workspace access, and how to add a teammate to your workspace with the right level of permission.

Use This Page When

• You are onboarding a teammate, a contractor, or a client stakeholder
• You need to decide who should be an administrator
• You want the minimum required access for a reviewer who only needs to look, not change anything
• You are preparing to transfer ownership of a workspace

Good Practice

Grant the narrowest level of access that still lets the person do the job they actually need to do. It is easier to widen access later than to walk back a permission that was used to make a change you did not expect.

Role Reference

The table below describes the typical role responsibilities in a TMXIO workspace. Use it as a planning guide when you decide who to invite.

Role	Manage Billing	Invite Users	Manage Sites	Deploy	View Only
Owner	Yes	Yes	Yes	Yes	No
Admin	No	Yes	Yes	Yes	No
Editor	No	No	Yes	Yes	No
Viewer	No	No	No	No	Yes

Note

The role names above are the common-sense defaults used across this support site. Confirm the exact label of each role inside your workspace UI before relying on them in a runbook, and treat any in-product label as authoritative when the two disagree.

Invite a Teammate

1. Sign in to TMXIO as an Owner or Admin and open your workspace settings.

2. Open the members or team area, then start a new invitation.

3. Enter the teammate’s email address and pick the role that matches the work they will do.

4. Send the invitation. The teammate receives an email with a link to accept and finish setting up their account.

5. Confirm they appear in the members list with the role you intended, then ask them to sign in once so you both know the access works.

Adjusting or Removing Access

If a teammate changes roles or leaves the project, update their workspace role to match, or remove them from the workspace entirely. Removing access is the right move when someone no longer needs the workspace at all, since it also revokes their sessions and any active tokens tied to that account.

Caution

Ownership transfer is a one-way action. Before you promote another member to Owner and step down, make sure you genuinely intend to hand off billing and full workspace control. If you only need someone else to invite users or manage sites, the Admin role is usually enough.

What Success Looks Like

• Every active member has a role that matches the work they do today, not the work they did six months ago
• Owners are limited to the people who genuinely need billing control
• Reviewers and stakeholders are added as Viewers rather than Editors
• Invitations are sent from inside the workspace, not by sharing existing accounts