Team management

Invite team members, assign roles, and manage access to your CauseFlow tenant.

CauseFlow uses role-based access control to ensure team members have the right level of access for their responsibilities. Go to Dashboard > Team to manage your team.

Roles

Every team member is assigned one of four roles. Choose the role that matches what the person needs to do in CauseFlow.

Role	Can investigate	Can approve remediations	Can manage team	Can manage billing
Admin	Yes	Yes	Yes	Yes
Owner	Yes	Yes	Yes	Yes
Operator	Yes	No	No	No
Viewer	No (read-only)	No	No	No

• Admin and Owner have full access to the tenant, including approving remediations, managing team membership, and managing billing. The first user in a tenant is assigned the Owner role automatically.
• Operator can create incidents, run investigations, and view remediations, but cannot approve or reject remediation proposals and cannot manage the team or billing.
• Viewer has read-only access. Viewers can browse incidents, findings, and remediations but cannot take any actions.

Only admins and owners can invite new members, change roles, or remove members from the tenant.

Inviting members

1. Open the invite form

   Go to Dashboard > Team and click Invite Member.

2. Enter the email address

   Type the email address of the person you want to invite. They must use this address when accepting the invitation.

3. Assign a role

   Select the role for this member. You can change the role later from the team management page.

4. Send the invitation

   Click Send Invite. CauseFlow sends an email to the address with a link to accept the invitation and create their account (or sign in with an existing account).

The invited member will be prompted to sign up with email, Google, or GitHub. Once they accept, they are added to your tenant with the assigned role and can sign in immediately.

Managing members

The team page lists all current members with their name, email, role, and the date they joined. From this page you can:

• Change a role — Click the role badge next to a member’s name and select the new role from the dropdown.
• Remove a member — Click the menu on a member row and select Remove. The member loses access to your tenant immediately. Their past actions remain in the audit trail.

Role changes and removals take effect immediately — no confirmation email is sent to the affected member.

Pending invitations

The Pending Invites section shows all invitations that have been sent but not yet accepted. For each pending invite you can:

• Resend — Send the invitation email again if the original was missed or expired.
• Revoke — Cancel the invitation. The link in the original email will no longer work.

If an invitation is revoked before it is accepted, the recipient will not be able to join the tenant using that link. You can send a new invitation at any time.