Manage who can access your account and what they can do.
Team roles
| Role | Access |
|---|---|
| Owner | Full control over account, billing, settings, and workflows. Cannot be changed by other roles. |
| Admin | Manage workflows, users, and integrations. Cannot modify the Owner role. |
| Reviewer | Review and approve or reject extracted data in Files. |
| Member | View-only access to workflows and files. |
Role permissions
| Action | Owner | Admin | Reviewer | Member |
|---|---|---|---|---|
| Manage billing and subscription | Yes | No | No | No |
| Create and edit workflows | Yes | Yes | No | No |
| Upload files | Yes | Yes | Yes | No |
| Review and approve files | Yes | Yes | Yes | No |
| View files and data | Yes | Yes | Yes | Yes |
| Invite and manage users | Yes | Yes | No | No |
| Account settings | Yes | Yes | No | No |
User statuses
| Status | Meaning |
|---|---|
| Active | User can sign in and access the account. |
| Invited | Invitation sent but not yet accepted. |
| Suspended | Access revoked. User cannot sign in. |
Invite a team member
- Go to Users.
- Click Invite User.
- Enter the email address and select a role.
- The invitee receives an email with an acceptance link.
Use the most recent invite email if a previous link expired.
Change a user role
- Go to Users.
- Open the user menu and select Edit.
- Change the role and save.
Only Owner and Admin users can change roles. Admin cannot promote or modify the Owner.
Suspend a user
Suspend a user to revoke access without deleting their history. Suspended users cannot sign in until reactivated.
Seat limits
Each plan includes a set number of users:
| Plan | Users included |
|---|---|
| Starter | 1 |
| Growth | 3 |
| Scale | 10 |
Additional seats may be available as add-ons on Growth and Scale. Check Subscription for current seat usage.
Sign-in flows
- Sign in - email and password authentication
- Sign up - create a new account with trial access. A verification email is sent immediately after - you must verify your email before you can sign in.
- Bot verification - sign up includes a quick automated human-verification check to help prevent abuse.
- Email verification - click the link in the verification email to activate your account
- Forgot password - reset link sent to your email
- Password reset - set a new password from the reset link. If your email isn't verified yet, you'll still need to verify it before signing in.
- Invite acceptance - new team members set their password from the invite link
Two-step verification
Two-step verification adds an extra layer of security to your account. Enable it from account security settings when available for your account.
Session security
- Sessions expire after inactivity.
- Sign out from shared devices when finished.
- Use strong, unique passwords for all team members.
Audit trail
The Scale plan includes dashboard audit trail and activity visibility for compliance and quality control. Lower plans do not include audit trail access.
Account activity - including sign-ins, failed sign-in attempts, sign-ups, password changes, and email verification - is recorded alongside file and workflow events in the account's activity feed.
Tips
- Give Reviewer role to team members who only validate documents.
- Reserve Admin for people who manage workflows and integrations.
- Keep one Owner account for billing and account ownership.
- Remove or suspend users who no longer need access.
See Plans and Limits for seat counts per plan.