Team Invitations

Invite team members and manage roles with EngageTrack's RBAC system.

Team Invitations

EngageTrack supports multi-user teams with four permission tiers. Invite your colleagues and control exactly what they can see and do.

Roles

RolePermissions
OwnerFull access — billing, team management, site deletion
AdminManage team members, sites, and settings (no billing)
MemberView analytics for assigned sites, manage goals and funnels
ViewerRead-only access to analytics dashboards

Sending an Invitation

  1. Navigate to Settings → Team
  2. Click Invite Member
  3. Enter the person's email address
  4. Select a role
  5. Optionally restrict access to specific sites
POST /api/v1/organizations/:orgId/team/invites
{
  "email": "[email protected]",
  "role": "member",
  "site_ids": ["site-uuid-1", "site-uuid-2"]  // optional
}

Invitations expire after 7 days. The invitee will receive an email with a link to accept.

Per-Site Access Control

For larger teams, you can restrict members to specific sites:

  • Owners and Admins always have access to all sites
  • Members and Viewers can be scoped to individual sites
  • Access is managed in Settings → Team → Edit Member

Ownership Transfer

Organization owners can transfer ownership to another admin:

  1. Go to Settings → Team
  2. Click the menu icon next to the target admin
  3. Select Transfer Ownership

Ownership transfer is irreversible. You will be demoted to Admin role.