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Managing Team Members and Roles

Invite team members to the intended workspace and choose a role for their work. Use view-only access for users who only need to review scans.

Managing Team Members

Watch the video tutorial below, or follow the step-by-step guide.

Preimage Team Management Tutorial

Step-by-step Guide

1. Inviting Collaborators

  1. Open Settings and click on Users.
    Users Menu

  2. Select Invite Members.

  3. Enter the email address(es) of your collaborators.
    Invite Members

  4. Assign a role from the dropdown menu.
    Assign Role

  5. Click Send Invite.

2. Roles and Permissions

Here’s what each role can (and cannot) do:

RolePermissions
OwnerFull control – manage users, billing, credits, floors, scans, and projects.
AdminCan manage team members (except owner), create floors, and manage credits.
WriterCan create new projects, upload scans, and edit project-level information.
ReaderView-only access to scans, virtual tours, and project data.

3. Changing Roles or Removing Members

  1. Go to the workspace Settings panel.

  2. Click on the Users tab.

  3. Locate the member whose role you want to change.
    Users Tab

  4. Choose Delete Member to remove them.
    Remove Member

  5. Confirm your action in the prompt that appears.