Manage Team access

Before you start

Confirm the correct Team in Current workspace and the person’s intended email and role. Create team becomes available when a Team plan has been set up for your account. Use Settings to see the available Team setup.

Invite a person

1. Open Settings, then People & roles. Check the current membership and seat availability before creating an invitation.
2. Enter Recipient email, select Admin, Member or Reviewer, and choose Create invitation. Use Member for ordinary analysis development; Reviewer can perform assigned reviews and routine runs but cannot develop analyses. Admin also permits Method retirement, not membership administration.
3. Copy the One-time invitation link and send it to that person through your organization’s approved channel. Treat it as a private invitation, not a general sign-up link.
4. Ask the recipient to accept with the verified invited email. Reopen the roster and confirm their role; History records Team access changes.

Change a role, remove access or rename the Team

The last Owner cannot be removed or demoted. Arrange another Owner first when transferring responsibility. Being an Admin does not permit inviting, removing or changing members.

1. In People & roles, find the correct person. Change Role for that person to the intended role. Existing membership can be changed to Owner when an ownership transfer is intended.
2. To revoke Team access, choose Remove beside that person, check the confirmation, then Confirm removal. Removing access keeps their account and the record of their earlier actions.
3. To rename the Team, return to its Settings, edit Team name and choose Save Team name. Confirm the name shown in Current workspace.

Check the outcome and handle problems

A successful change appears in the refreshed roster and Team history. Check the roster before repeating a change after an interruption.

If the seat limit or commercial access prevents an invitation, contact the Team owner or Provenarium. If the invitation expires or names the wrong address, create a correct invitation; do not share the invited account.

A removed member may also be an assigned approver. Review the outstanding Method review and replace the reviewer or cancel the review as appropriate. Historical signatures remain attributed to the original signer.