Invite team members and assign roles

Add teammates with the right level of access — owner, admin, editor, or viewer — and revoke when they move on.

Netaj uses role-based access. Each member of your organization gets one role, and that role determines what they can see and change. Roles are deliberately simple — owner, admin, editor, viewer — so there's no permissions matrix to memorize.

The four roles

  • Owner — full control. Manage billing, transfer the organization, delete it. Only one owner per org. The person who created the org starts as owner.
  • Admin — everything an owner can do except billing and ownership transfer. Good for senior team leads.
  • Editor — can create, edit, and run experiments, recordings, surveys. Cannot manage members or billing. The default for most users.
  • Viewer — read-only. Sees results, can comment, can't change anything. Good for stakeholders, executives, or external consultants.

How to invite

  1. Open Team from the dashboard sidebar.
  2. Click Invite member.
  3. Enter their email address and pick a role.
  4. Click Send invite.

They'll receive an email with a link. Once they accept, they appear in your team list. Invitations expire after 7 days.

Changing a role

From the team list, click the role next to a member's name and pick a new one. Changes apply immediately. The member doesn't need to log out and back in.

Removing a member

Click the kebab menu next to their name → Remove from organization. They lose access on the next page load. Their experiments and content are preserved — they're just removed as a member, not deleted as a user. They can still access any other organizations they belong to.

Transferring ownership

Only the current owner can transfer. From Settings → Organization, choose Transfer ownership and pick an existing admin. They become owner; you become admin. This is one-way — the new owner has to transfer back if you want it back.

Multiple organizations

One user can belong to multiple orgs (e.g. a freelancer working with a few clients). Use the org switcher in the header to change between them. Each org has its own members, websites, and billing.

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