If you’re coming from RB2B
| RB2B | Squid ID | |
|---|---|---|
| Scope of access | Workspace-level user management | Per-website roles |
| Roles | Member roles | Owner, Admin, Viewer |
| Inviting | By email | By email, scoped to one website |
Why this matters. Because access is per website, a teammate you invite to one site does not automatically see your other sites. You grant each site explicitly.
The three roles
Viewer can see the dashboard and visitor profiles, but cannot reveal visitors, export, or change any settings. Admin can do everything operational: reveal visitors (spends credits), flag matches for refund, mark visitors as viewed, export, manage filters, ICPs, high-intent pages, notifications, integrations, the install snippet, API tokens, webhooks, the activity log, and invite or remove teammates. Admins cannot touch billing, add-ons, or transfer ownership. Owner can do everything an Admin can, plus manage billing and payment method, add-ons, and transfer ownership. There is exactly one owner per website.The dashboard has a built-in reference. On the Team page, click What can each role do? for the full permission matrix.
Inviting a teammate
You must be an Owner or Admin on the website to invite.Enter their email and role
In Invite a teammate, type their email, choose Viewer or Admin, and click Invite.
