Your team and their roles

Invite somebody

1. Go to Administration → Members & roles, or open Members & roles directly.
2. Press Invite somebody, enter their Email address, choose a Role, and press Send invitation.
3. They get an email with Accept the invitation. The link works for 7 days. If the mail could not be sent, the dialog gives you the link to send yourself.

Pending invitations are listed under Invited, not yet accepted, where you can Withdraw one.

Joining from an invitation

• Somebody new fills in their name and a password of at least 12 characters, accepts the terms, and presses Join. There is no separate confirmation mail: the invitation proves the address.
• If their company signs in through its identity provider, they press Continue with company sign-in instead.
• Somebody who already has an account simply presses Accept the invitation.

Roles in a business

• Administrator: everything, including who else can get in, domains, settings and integrations.
• Compliance manager: runs the programme. Frameworks, policies (writing and approving), suppliers, integrations, the people list, audits, exceptions and risk acceptance, publishing the Trust Center and deciding its access requests, and the record of processing.
• Control owner: owns and evidences the controls assigned to them; edits controls, runs tests and edits risks.
• Contributor: completes tasks and uploads evidence, works findings, answers questionnaires and uses AI Assist.
• Auditor: reads what an audit needs and nothing else: only the audits they are assigned to.
• Read only: reads the business and changes nothing.

Roles in the company

• Owner: everything an administrator can do, plus billing, closing a business and closing the company.
• Administrator (of the company): creates businesses, decides who is in them, reads the company’s audit log and sets data residency. No billing.

Under Company roles on the same page, choose Give a company role to, the person and the role, and press Give the role. They must already be in one of the businesses.