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 buy add-ons or transfer ownership, and they cannot see or touch billing unless the Owner makes them a billing manager. Owner can do everything an Admin can, plus manage billing and payment method, and add-ons. There is exactly one Owner per website. Billing manager is not a fourth role but a switch the Owner can turn on for an Admin. It lets that Admin add credit and manage payment methods on the Owner’s account, and nothing more. See Billing managers. An Admin or Viewer who wants a website of their own can create their own account from the website menu (Add your own website). They keep their access to the sites they were invited to. See Managing websites.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.1
Open the Team page
Pick the website you want in the switcher, then go to Settings → Team.
2
Enter their email and role
In Invite a teammate, type their email, choose Viewer or Admin, and click Invite.
3
They accept by email
We email them a sign-up link. When they accept and sign in, they get the role you set on that website.