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Invite teammates

Goal​

You'll add a colleague to your PLACEHOLDER Cloud workspace with the right role, so they can view results (or edit rule suites) without sharing your account.

Prereqs​

  • You are an Organization owner (for org-wide invites) or Workspace admin (for invites into a workspace you administer).
  • SMTP is optional. PLACEHOLDER Cloud always returns the invite URL in the mint response so you can forward it out-of-band; outbound invite mail is tracked separately (PARITY-7).

Roles, briefly​

RoleWhat it can do
Organization ownerEverything, including managing other owners and rotating org-wide tokens.
Workspace adminManages users, integrations, and configuration within an assigned workspace.
Workspace editorCreates and edits datasources, rule suites, checkpoints, alerts.
Workspace viewerRead-only on results, anomalies, profile runs.

Full definitions in Multi-tenancy concepts.

Steps​

  1. Navigate to Settings → Team.
  2. Click Invite teammate.
  3. Enter the colleague's email, pick a role, and pick a workspace (or leave it blank for an org-wide invite — owner / admin roles only).
  4. Click Send invite. PLACEHOLDER Cloud mints a one-time dqi_… invite token and returns an invite_url. The URL is valid for INVITE_EXPIRY_DAYS (default 7).
  5. Forward the URL to the teammate however you like (email, Slack DM, ticket).
  6. Your teammate opens the URL, sets a display name + password, and is signed in directly into the workspace at the role you chose.

If your org has SSO enforced (Configure SSO), the accept-invite page redirects to the IdP instead of asking for a password — the user is JIT-provisioned through the SSO callback with the role on the invite.

Manage existing members​

On the same Settings → Team page, the workspace-membership list lets a workspace admin change a member's role or remove them. Role changes take effect on the next authenticated request; removal revokes the membership row and the user loses access at the same point.

Verify​

  • The new member shows up in Settings → Team with the role you assigned.
  • Logged in as them, they see (or do not see) the actions allowed by their role.