Invite your team
Last updated March 2026
Team members are scoped to your workspace (company account). Each person gets a role that controls what they can view and change.
Roles
| Role | What they can do |
|---|---|
| Viewer | View meetings, insights, reports, integrations, tags, and trends. Can also invite other users. |
| Editor | Everything a Viewer can do, plus create and edit meetings, manage reports, tags, and roadmap items. |
| Admin | Everything an Editor can do, plus manage integrations, AI settings, transcription, translation, and team membership. |
Who can invite?
Any team member — including Viewers — can send invitations. Only Admins can change roles or remove members.
Invite someone
- Go to Settings → Team
- Click Invite members
- Enter one or more email addresses (comma-separated for bulk invites)
- Choose a role
- Click Send invitations
Each person receives an email with a link to accept. Until they accept, they appear in the team list as Invited.
Change a role
- Go to Settings → Team
- Find the team member
- Click their current role and select a new one
Only Admins can change roles.
Remove a member or cancel an invitation
- Go to Settings → Team
- Find the person
- Click the options menu and select Remove
Removing a member immediately revokes their access. Cancelling a pending invitation prevents the link from working.
Accept an invitation
When you're invited, you'll receive an email with an Accept invitation link. Click it and sign in (or create an account) to join the workspace. Pending invitations are also visible under your profile in the top-right menu.
Still have questions? Contact us at support@roadmappy.io and we'll get back to you.