Dashboard Settings Team & Roles

Team & Roles

Manage members, roles, and access permissions

11 / 25

14

Total members

Active

3

Admins

Pending

2

Open invites

Last 30d

5

Role changes

Members

14 active · 2 pending invites

Member Role Status Last active Actions
Sarah Mitchell

Sarah Mitchell

sarah@paysplitx.com

Owner Active 2 min ago
James Rodriguez

James Rodriguez

james@paysplitx.com

Admin Active 1 hour ago
Emily Chen

Emily Chen

emily@paysplitx.com

Member Active 3 hours ago
Michael Park

Michael Park

michael@paysplitx.com

Member Active Yesterday
Lisa Thompson

Lisa Thompson

lisa@paysplitx.com

Viewer Active 3 days ago

david@paysplitx.com

Invited by Sarah · 2 days ago

Member Pending —
Showing 6 of 14 members

Roles

Built-in & custom roles

Owner

Full access · 1 member

System

Admin

Manage workspace · 3 members

Member

Standard access · 8 members

Viewer

Read-only · 2 members

Billing only

Custom · 0 members

Permissions Matrix

What each role can do across the workspace

Capability Owner Admin Member Viewer Billing
View dashboards
Edit subscriptions
Manage members
Access billing & invoices
Configure integrations
Delete workspace

Pending Invites

Invitations awaiting acceptance

2 pending

david@paysplitx.com

Member · Sent 2 days ago

rachel@partner.com

Viewer · Sent 5 days ago

Recent Activity

Membership & permission changes

Sarah Mitchell invited david@paysplitx.com as Member

2 days ago

James Rodriguez promoted Emily Chen to Admin

3 days ago

Custom role Billing only created

1 week ago

Tom Walker left the workspace

2 weeks ago