Team Members and Roles

Stack2X is built for teams. You can invite colleagues to your organization, assign them roles that match their responsibilities, and manage access as your team grows. This guide covers everything you need to know about managing team members.

Inviting Team Members

To add someone to your organization:

1. Go to Organization Settings in the sidebar.
2. Click the Members tab.
3. Click Invite Member.
4. Enter the person's email address.
5. Choose a role for them (see below for role descriptions).
6. Click Send Invite.

The invitee receives an email with a link to join your organization. If they already have a Stack2X account, they can accept the invite and start working immediately. If they don't have an account yet, the link takes them through the signup process first.

Pending invitations appear in the members list with a "Pending" badge. You can resend or cancel an invite at any time before it's accepted.

Understanding Roles

Stack2X has four roles, each with a different level of access:

• Owner -- Full control over the organization, including billing and the ability to delete the workspace. Each organization has exactly one owner.
• Admin -- Can manage instances, team members, backups, and migrations. Cannot access billing or delete the organization.
• Member -- Can create backups, run migrations, and download files. Cannot manage team members or organization settings.
• Viewer -- Read-only access to view instances, backups, and activity logs. Cannot make any changes.

For a detailed breakdown of what each role can and cannot do, see Understanding Permission Levels.

Changing a Member's Role

Owners and admins can update roles at any time:

1. Go to Organization Settings and open the Members tab.
2. Find the member you want to update.
3. Click the role dropdown next to their name.
4. Select the new role.

The change takes effect immediately. The member's access updates across the entire organization without needing to log out and back in.

Note that admins cannot promote someone to the admin role -- only the owner can do that.

Removing a Member

To remove someone from your organization:

1. Go to the Members tab in your organization settings.
2. Click the three-dot menu next to the member's name.
3. Select Remove Member.
4. Confirm the removal.

Removed members lose access to all organization resources immediately. Any backups or migrations they created remain in the organization -- nothing is deleted when a member is removed.

Plan Limits for Team Size

The number of team members you can have depends on your plan:

If you've reached your plan's member limit, you'll need to upgrade to invite more people. Visit Understanding Plans and Billing for details on upgrading.