Invite Members and Manage Roles

Go to your workspace Settings and open the Members section. The page lists every current member with their role, plus any Pending invitations.

Managing members is admin-only. If you're an Editor or Viewer, the page returns a "Forbidden" error — ask an admin to make the change for you.

Click Invite member. In the dialog, fill in:

• Email address — the person you want to add
• Role — Admin, Editor, or Viewer (defaults to Editor)

Click Send invite. ChartBrick emails an invitation link that's valid for 48 hours, and the new pending invite appears in the Pending invitations list below. If that email already belongs to a member, the invite is blocked with a message saying they're already in the workspace.

Each member has exactly one role per workspace:

• Admin — full control: create and edit charts, dashboards, and data sources, manage members, and handle billing.
• Editor — create and edit charts, dashboards, and data sources, but cannot manage members or billing.
• Viewer — read-only access to charts and dashboards.

You can change a member's role at any time (see the last step).

The invitee opens the link from their email and lands on a join page showing the workspace name and the role they were invited as.

• If they're not signed in, they choose Sign In or Create Account first.
• If they're signed in with a different email than the invite was sent to, they're asked to Sign out and sign back in with the correct account — invites are tied to the email address.
• If they already belong to the workspace, the page says they're already in it and shows Open workspace instead of Accept/Decline.
• When everything matches, they click Accept invitation to join, or Decline to remove it.

Declining deletes the invitation, so the admin would have to invite them again. An expired or already-used link shows a recovery screen telling the person to ask an admin for a new invite.

Until someone accepts, their invite sits under Pending invitations. Active invites have three controls:

• Copy link — copy the invitation URL to share it directly (e.g. in chat).
• Resend — email the link again and extend it for a fresh 48 hours. The original link keeps working — the token isn't changed.
• Revoke — cancel the invitation. The link stops working immediately.

A stale invite past its 48-hour window shows an Expired badge and hides Copy link, leaving only Resend and Revoke — use Resend to revive it (Copy link returns once it's active again). If an invitation email fails to send, the invite is still saved; use Copy link to share it manually.

In the members table, use the Role dropdown next to a person to switch them between Admin, Editor, and Viewer. The change saves the moment you pick a new value — there's no separate save button.

To remove someone, click the trash icon on their row and confirm in the Remove member dialog. They lose access to all charts, dashboards, and datasets in this workspace.

Two guardrails apply: you can't change your own role or remove yourself from this page, and you can't demote or remove the only admin — promote another member to Admin first.