> ## Documentation Index
> Fetch the complete documentation index at: https://docs.squid-id.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team members and roles

> Invite teammates by email and control dashboard, billing, and integration access with the Owner, Admin, and Viewer roles in Squid ID.

Access in Squid ID is granted per website. You invite teammates to a specific website under <strong>Settings → Team</strong>, and each person holds one role on that site: Owner, Admin, or Viewer. The same person can hold different roles on different websites.

## If you're coming from RB2B

<div className="compare"><table><thead><tr><th /><th>RB2B</th><th>Squid ID</th></tr></thead><tbody><tr><td>Scope of access</td><td>Workspace-level user management</td><td>Per-website roles</td></tr><tr><td>Roles</td><td>Member roles</td><td>Owner, Admin, Viewer</td></tr><tr><td>Inviting</td><td>By email</td><td>By email, scoped to one website</td></tr></tbody></table></div>

<p className="why"><strong>Why this matters.</strong> Because access is per website, a teammate you invite to one site does not automatically see your other sites. You grant each site explicitly.</p>

## The three roles

<strong>Viewer</strong> can see the dashboard and visitor profiles, but cannot reveal visitors, export, or change any settings.

<strong>Admin</strong> 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.

<strong>Owner</strong> can do everything an Admin can, plus manage billing and payment method, add-ons, and transfer ownership. There is exactly one Owner per website.

<Info>The dashboard has a built-in reference. On the Team page, click <strong>What can each role do?</strong> for the full permission matrix.</Info>

## Inviting a teammate

You must be an Owner or Admin on the website to invite.

<Steps>
  <Step title="Open the Team page">
    Pick the website you want in the switcher, then go to <strong>Settings → Team</strong>.
  </Step>

  <Step title="Enter their email and role">
    In <strong>Invite a teammate</strong>, type their email, choose <strong>Viewer</strong> or <strong>Admin</strong>, and click <strong>Invite</strong>.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Changing roles and removing people

On the Team page, use the role dropdown on any row to switch someone between Admin and Viewer. Use the remove icon to take a teammate off the site; they lose access immediately. You cannot change your own role or modify the owner row from here.

To hand the owner role to a teammate, see [Transfer ownership](/account/transfer-ownership).