Team and roles
Team and roles covers workspace membership, the two role types (Admin and Member), and how to invite, change roles, and remove members. Roles are per workspace — a user can be Admin in one workspace and Member in another.
Role comparison: Admin vs Member
Section titled “Role comparison: Admin vs Member”| Capability | Admin | Member |
|---|---|---|
| View all dashboards and Reports | ✓ | ✓ |
| Create Reports and Saved Views | ✓ | ✓ |
| Connect / reconnect / remove integrations | ✓ | — |
| Invite users and change roles | ✓ | — |
| Manage access / provide access to others | ✓ | — |
| Manage billing | ✓ | — |
| Manage workspace settings | ✓ | — |
| Delete the workspace | ✓ | — |
Members can create Reports and Views, but they cannot manage access, invite users, or provide access to other users. A workspace must always have at least one Admin — a sole Admin can’t demote themselves until they promote another user.
Invite a team member
Section titled “Invite a team member”Inviting requires the Admin role. Open workspace settings → Team → Invite member, enter the email, pick Admin or Member, and send. The invitee gets an email and gains access on acceptance. For the step-by-step new-user flow, see Invite teammates.
Pending invites appear in the Team list and can be resent from there.
Change a member’s role
Section titled “Change a member’s role”In Settings → Team, click the member, change the role in the dropdown, and save.
Remove a member
Section titled “Remove a member”In the Team list, remove the member — this revokes their workspace access but doesn’t affect their Ignyte IQ account. Reports and Saved Views they created remain in the workspace.
Common questions
Section titled “Common questions”Can a Member connect new integrations?
No. Connecting, reconnecting, and removing datasources requires the Admin role.
What happens to shared Reports when a member is removed?
The Reports and Saved Views they created stay in the workspace; only the person’s access is revoked.